Tax Planning & Preparation

Providing comprehensive tax advice & services

Services Overview

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


Paula DePlanche
Vice President/Partner


David Verno
Vice President/Partner


Shauna Brown


John J. Daigneault


Evan Stowell


Peter Ventura

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.

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