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.

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:

John D. Callahan, Jr.
President/Managing Partner

CONTACT VIA EMAIL

Paula DePlanche
Vice President/Partner

CONTACT VIA EMAIL

Shauna Brown
Partner

CONTACT VIA EMAIL

John J. Daigneault
Treasurer/Partner

CONTACT VIA EMAIL

Evan Stowell
Secretary/Partner

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Peter Ventura
Principal

CONTACT VIA EMAIL

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