Client Center

SafeSend Returns

We are pleased to offer SafeSend Returns to our 1040 and certain business clients* as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes an on-screen review of your return, collection of IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. In addition, SafeSend Returns automatically sends the e-signed form(s) back to us.

Benefits of Using SafeSend Returns

Receive your tax returns securely without the need to setup an account or remember a password
Accessible across all platforms: computer, smartphone, or tablet
Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
Receive payment reminder e-mails
Download a copy of your tax return
For businesses, conveniently distribute your K-1s electronically
Electronic editable tax organizers

* 990 returns excluded at this time

Please Note: The SafeSend Client Experience Video below mentions an online payment option. We continue to partner with CPACharge for our Online Bill Pay solution – see more information below.

OPT-IN TO SAFESEND RETURNS

CLIENT EXPERIENCE VIDEO

ShareFile

ShareFile, our partner for electronically sending/receiving confidential financial documents, provides exceptional security with encryption for email (message and attachments), ease of navigation, and is compatible and accessible from multiple user platforms. If you are interested in learning more about this secure file sharing service, please reach out to us.

VISIT SHAREFILE

Online Bill Pay

We have partnered with CPACharge to offer an easy-to-use online payment solution. The link (https://secure.cpacharge.com/pages/lmrpa/payments) along with a QR code will be printed on our invoices so you can safely and conveniently submit payments via credit or debit card or eCheck online. And yes, the platform is mobile-friendly!

VISIT ONLINE BILL PAY

Electronic Invoices

You may now opt in to receiving your invoices electronically through email. No more paper!

Fill out the form below to opt-in! And please be sure to add LMRBilling@lmrpa.com to your Safe Sender list (in your email program).

Client Testimonials

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.
Central Vermont Community Action Council, Inc.Finance Director
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.
Route 11 Auto Parts, Inc.Owner
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.
Community Action Program Belknap-Merrimack Counties, Inc.Finance Director
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.
Mt. Washington Radio GroupGM/Owner
Organizationally I needed to find a firm that could handle my growing businesses. And I did. LMR stepped in and immediately made a positive difference. They have proven to me over and over that they have the intellectual horsepower to work with me and the complexities of my businesses.
Mark Synnott/Synnott Mountain GuidesOwner and Entrepreneur