Tax Planning & Preparation

Providing comprehensive tax advice & services

Reliable Resource for Peace of Mind

At Leone, McDonnell & Roberts, Professional Association, we maintain close, personal relationships with our clients by providing year-round assistance and tax planning guidance. In addition, our team utilizes cutting-edge technologies to expedite our tax preparation processes. Over the years, we’ve earned our reputation as a trustworthy, reliable resource for all your business and individual tax needs. We provide tax planning, preparation and compliance services to individuals, businesses, partnerships, trusts and estates.

Our tax planning, research and compliance experts continuously monitor federal and state regulatory environments for two key reasons: to help our clients comply with all necessary tax requirements and to identify potential opportunities to minimize their tax burden.

Our specialized services include:

  • Business structure planning
  • Corporate reorganization and restructuring
  • Divorce and support issues
  • Federal and state tax return preparation
  • Mergers and acquisitions
  • Tax effects of buying/selling a business
  • Tax planning and implementation
  • Representation before federal and state taxing authorities
  • Retirement and estate planning
  • Succession planning

Contact our Tax Planning & Preparation Team:

Jack Callahan

John D. Callahan, Jr.

Paula DePlanche

Paula DePlanche
Vice President/Partner

Shauna Brown

Shauna Brown

Chris McKay

Christopher McKay
Vice President/Partner

Evan Stowell

Evan Stowell
President/Managing Partner

Peter Ventura

Peter Ventura
Vice President/Partner

Joseph Quinn

Joseph F. Quinn, Jr.

Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.