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Tax

While monitoring tax liability is clearly an objective, our real concern is for your peace of mind. Assessing our client’s needs and recommending the best strategy is our first step in gaining financial stability for both you and your business. We apply our expertise proactively, structuring and detailing each transaction, guiding decisions and planning to reduce your taxes whenever possible. In addition to our in-depth knowledge of NYS and US tax laws, we advise on international tax issues and regulations. 

For your business, our multidisciplinary tax team has expertise in almost every local industry and has successfully addressed unique situations that will benefit your business. Our clients are given a complete check-up and a detail of proposed tax strategies that will enhance your business plan and vision for future growth. 

Our tax services for individuals are numerous, from personal income and tax preparation to family wealth and personal financial planning we can help you identify and prioritize your objectives and goals.  

For more information on Lumsden McCormick tax services contact an assurance service leader or complete the form below. 

Services Leaders

Dale Demyanick

Dale B. Demyanick, CPA

Partner
James Dunn Jr.

James M. Dunn, Jr., CPA

Partner
Michael Grimaldi

Michael J. Grimaldi, CPA

Partner
Seth Hennard

Seth D. Hennard, CPA, CGFM, CHFP

Principal
Cheryl A. Jankowski

Cheryl A. Jankowski, CPA

Partner
Mark Janulewicz

Mark G. Janulewicz, CPA

Partner
Cathleen Karpik

Cathleen M. Karpik, CPA

Principal
Brian Kern

Brian J. Kern, CPA

Partner
Kelsey Kuppinger

Kelsey P. Kuppinger, CPA

Manager
Amanda Mooney

Amanda L. Mooney, CPA

Manager
D’Marie Murray

D'Marie L. Murray, CPA

Principal
Michē Needham

Michē C. Needham, CPA

Partner
Connie Ricotta

Connie J. Ricotta, CPA

Principal
John Schiavone

John P. Schiavone, CPA

Partner
David Schlein

David A. Schlein, CPA

Partner
Cory Van Deusen V

Courtland "Cory" Van Deusen V, CPA

Partner

Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019,

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

Learn More
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