Using the 529 Plan to Save For a Child’s Education and Retirement
Save for higher education and retirement, too.
From Hospitality to Homeowners Associations, Leone, McDonnell & Roberts, Professional Association can provide the necessary support to help you grow your organization.
In a world of numbers and bottom line solutions, it’s easy to overlook a core principle behind any successful business—it is not about the product, nor service, it is about relationships.
Our professionals utilize their knowledge of the tax code along with their tech savvy to provide dependable and accurate solutions while also delivering a personalized level of customer service.
Save for higher education and retirement, too.
We are pleased to announce that Dan Krivitsky and Megan McDonald have each earned their Certified Public Accountant designations and have been promoted to Senior Accountants.
The countdown to filing your taxes has officially begun. Are you ready?
The Leone, McDonnell & Roberts team has worked diligently with our principals to determine our tax options. As a result, we have benefited from substantial tax savings and prompt returns. The professionals at Leone, McDonnell & Roberts are accessible and responsive to all our needs.
The support Leone, McDonnell & Roberts provides is a tremendous asset to our company. Their tax assistance is always accompanied by professionalism and availability whenever we need them. When we have a question about anything, all we need to do is call.
The engagement team at Leone, McDonnell & Roberts is a group of true professionals who understands the operations of a large nonprofit organization like ours and the requirements for auditing federal grantees. They always have our best interests and concerns in mind.
With Leone, McDonnell & Roberts by our side for over 15 years, we have no worries about our finances. The firm provides us with tax planning and preparation and business consulting services. I couldn’t be more pleased with my relationship with Leone, McDonnell & Roberts and the services that they provide to our company.
I chose to work with Leone, McDonnell & Roberts, PA after soliciting feedback from area professionals and receiving excellent reviews. Since then, not only have they helped prepare and file taxes for my LLC, but they have also helped me with my tax planning and preparation throughout the year.
Serving New Hampshire’s small-to-medium sized businesses since 1973. Leone, McDonnell & Roberts, Professional Association, is proud to have many long-standing clients. We attribute this to recognizing that sometimes it’s not what you say, but what you hear.