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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
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
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

Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Organization

Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Organization

July 27, 2021

The accounting for leases is changing significantly. The required implementation of FASB ASC 842 will mandate that most leases are included on the balance sheet as a right-of-use asset, with a corresponding lease liability. The new standard will impact nearly all commercial businesses and nonprofit organizations and is effective for annual reporting periods beginning after December 15, 2021.

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Webinar Series Part VI: The Pandemic and the Economy - Where Are We Now?

Webinar Series Part VI: The Pandemic and the Economy - Where Are We Now?

August 10, 2021

As everyone knows, the COVID-19 pandemic has had a global impact beyond health and safety concerns.  With millions of Americans vaccinated, where does the economy stand and what can be expected across the Upstate region, New York State, the United States, and Canada?

Learn More
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