Lumsden McCormick's comprehensive suite of accounting services include audit, tax, wealth planning, forensic accounting, and nonprofit technology. From tax-minimizing strategies to proactive business planning, Lumsden McCormick's industry experts focus on helping you maximize your growth potential.
Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices. Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims.
Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices. Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims.
Services
Lumsden McCormick now accepts secure online payments using your credit card (Visa, MasterCard, American Express, or Discover). You may enter more than one invoice number at a time. This online payment system, via a secure connection with First Data Corp, was setup in cooperation with M&T Bank. Lumsden & McCormick, LLP does not receive or store your credit card information.
TaxCaddy makes it easier than ever to gather your tax documents and deliver them to us, communicate with us, answer your tax questionnaire electronically, and sign documents like the e-file authorization. Mobile App: You can submit tax documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.
Please contact Sandy Fantauzzo at sfantauzzo@LumsdenCPA.com if you did not receive an email invitation to join from NoReply@TaxCaddy.com. Portal is a web-based application used for secure file transfers and continued access between Lumsden McCormick and our clients. Your Portal User ID and login information will be provided via email.
Our practice philosophy embraces not only a comprehensive range of accounting and business advisory services, but also a commitment to providing our services in the most professional manner possible. At every stage of client service, Lumsden McCormick and wholly owned subsidiaries Brisbane Consulting Group and Lumsden McCormick Financial Services are committed to personal service.
As a business owner, your goal is to focus on making your business or practice as successful as it can be. Sometimes that calls for third-party help to ensure your business processes run as efficiently as possible. Fortunately, cloud-based software makes it possible for external providers to work seamlessly and in real time with management.
Reviews (2)
My E.
Nov 02, 2020
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Zachary Schneider
Jul 31, 2018
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I have been working with the team at Lumsden for over five years now, and it has been one of the best business decisions I have ever made. They are by definition, a partner and I am honored to have them as part of our team. They have made year-end taxes much more efficient and less of a chore, but their real value is in their understanding of all the complexities of our businesses and how best to use any available incentives to help reduce our fiscal burden.
