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Individual Tax

Any CPA firm can complete your taxes. But not every firm looks at the whole picture, examining ways to reduce your personal tax burden and take advantage of tax-savings opportunities. Our certified public accountants examine every angle of individual taxation, from annual reporting and compliance to preserving wealth through trusts and estates. We have the experience, insight, and detailed focus to tackle complex tax issues, reduce tax consequences and maximize wealth. 

Personal income tax planning and preparation

Our proactive approach keeps you up to date on tax laws and ensures compliance with the increasingly complex and constantly changing requirements. Whether you are seeking education financing, utilizing available tax credits, or require representation in federal or state audits, our experienced professionals are ready to guide you with tax planning strategies.

Retirement

Retirement is a time to enjoy the benefits of the assets you have worked so hard to earn. Yet it can also bring about changes to your tax status, such as how much and where pension distributions are taxed, how to establish snowbird residency, and how best to safeguard your assets. Our service-oriented experts create a solid tax planning and wealth strategy based on assets, income, and tax obligations so you can better enjoy your retirement.

Gift planning, estate taxes, and trusts

Wealth preservation is a priority when you are planning for the future. For decades, our trusted advisors have provided full tax planning strategies for high-net-worth individuals as they sort through the best options. We will assist you in establishing tax-saving trusts to benefit future generations, select available vehicles, taking into account family dynamics, to support near and dear charities, and structuring the legacy you wish to leave for your heirs. Our tax professionals will work with you to structure charitable trusts and private foundations, and advise you on establishing bylaws and selecting trustees. We will also assist in maintaining proper accounting and reporting systems for tax compliance.

We can help you identify and prioritize your objectives and goals or review an existing plan to better optimize your assets. Whether it’s providing for future generations or funding a favorite charity, we can assist in establishing safeguards to preserve well-earned assets, providing for continued income, and preparing for all the changes life can bring. Our proactive approach to these services for individuals includes:

To learn more about our tax services, contact Dale Demyanick 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

Partner
D’Marie Murray

D'Marie L. Murray, CPA

Principal
Connie Ricotta

Connie J. Ricotta, CPA

Principal
David Schlein

David A. Schlein, CPA

Partner

Upcoming Events

Past Event - Slides Available: 2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019

Join Lumsden McCormick for our 25th Annual Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

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WNY Business Leadership Forum: Drink Craft

WNY Business Leadership Forum: Drink Craft

December 10, 2019

Buffalo, beers, and distilleries—oh my! It’s no secret, the Beer & Distillery Industry of Western New York is booming. Find out how it relates to markets around the United States at this seminar.

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