Tax icon

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

Mehak Begemann

Mehak Begemann, CPA

Manager
Dale Demyanick

Dale B. Demyanick, CPA

Partner
Robert Ingrasci

Robert P. Ingrasci, CPA

Principal
Cheryl A. Jankowski

Cheryl A. Jankowski, CPA, CEPA

Partner
Mark Janulewicz

Mark G. Janulewicz, CPA

Partner
Brian Kern

Brian J. Kern, CPA

Partner
Angela Miles

Angela I. Miles, CPA

Manager
Amanda Mooney

Amanda L. Mooney, CPA

Principal
Megan Morris

Megan E. Morris, CPA

Manager
D’Marie Murray

D'Marie L. Murray, CPA

Principal
Michē Needham

Michē C. Needham, CPA

Partner
Amanda Ornowski

Amanda Ornowski, CPA

Principal
Kristin Re’

Kristin M. Re', CPA

Manager
Connie Ricotta

Connie J. Ricotta, CPA

Principal
Kerry Roets

Kerry A. Roets, CPA

Principal
Kevin Smeader

Kevin J. Smeader, CPA

Manager
Mark Stack

Mark D. Stack, CPA

Principal
Cory Van Deusen V

Courtland "Cory" Van Deusen V, CPA

Partner
Kelsey Weigel

Kelsey P. Weigel, CPA

Manager

Upcoming Events

WNY’s Industrial Space Race

WNY's Industrial Space Race

November 03, 2021

This breakfast is for manufacturers seeking capacity in a tight real estate market - strategies, specialists, and preparation necessary for fully informed solutions.

Learn More
2021 Exempt Organizations Conference

2021 Exempt Organizations Conference

December 08, 2021

Save the date for our 27th Annual Exempt Organizations Conference!

Learn More
SIGN UP TO RECEIVE OUR LATEST TAX AND ACCOUNTING ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?