Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
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We provide unprecedented accessibility to all service team members.
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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.
Manufacturers are facing uncertainty due to factors like shifting tariff policies, supply chain disruptions, fluctuating demand, and rising raw material costs. Rolling forecasts and financial modeling are two financial planning tools that can help manufacturers navigate this instability by providing continuous updates and testing various assumptions.
Nonprofits can significantly improve their operations by leveraging AI and automation. These technologies help reduce human errors, free up time for mission-oriented work, and streamline essential tasks like fundraising, marketing, and reporting.
Section 127 educational assistance plans allow businesses to provide up to $5,250 annually in tax-free educational benefits to employees. These plans cover a wide range of educational expenses, including graduate coursework, and can help attract and retain talented employees.
