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
Partner
John J. Daigneault
Treasurer/Partner
Evan Stowell
Secretary/Partner
Peter Ventura
Principal
