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Providing tax and accounting solutions to individuals, businesses and not-for-profit organizations since 1973 Providing tax and accounting solutions to individuals, businesses and not-for-profit organizations since 1973 Providing tax and accounting solutions to individuals, businesses and not-for-profit organizations since 1973
  • About Us
    • Our People
    • Our Community
    • Our History
    • Careers with LMR
      • Why LMR?
      • Experienced Professionals
      • Recent College Graduates
      • College Students / Internships
      • Career Opportunities
      • Join Our Team
    • Our Affiliations
    • Client Testimonials
  • Our Services
    • Tax Planning & Preparation
    • Accounting, Audit & Financial Reporting
    • Business Consulting
    • Financial Planning
    • Elder Care Services
    • Client Accounting Services
  • Industries
    • Closely-Held Family-Owned
    • Not-For-Profit
    • Hospitality
    • Manufacturing
    • Construction
    • Employee Benefit Plans
    • Homeowner Associations
    • Affordable Housing
  • Resources
    • Tax Forms & Publications
    • Financial Data & Market News
    • Industry News
    • Government Agencies
    • Calculators
    • IRS Deadlines
    • COVID-19 Resources
  • BLOG
  • CONTACT US
  • CLIENT CENTER
    • SafeSend
    • ShareFile
    • Online Bill Pay

Archives

Tag Archives for: "Financial Planner"
By Sarah Scheffer
In Blog
Posted April 13, 2020

Key Considerations When Finding a Financial Planner

Are you considering working with a Financial Planner? Maybe you have a current partner, but aren't sure you're getting the value needed from the relationship and are thinking of making a switch. [...]

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USEFUL LINKS
  • TAX PLANNING & PREPARATION
  • CAREERS WITH LMR
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Recent News
  • Using the 529 Plan to Save For a Child’s Education and Retirement
  • Two Leone, McDonnell & Roberts Employees Earn CPA License and are Promoted to Senior Level
  • Are You Ready for Tax Season? 5 Tips to Ensure You Are Prepared
  • Increased Requirement Threshold for Charitable Organizations Raised to $2 Million
  • Understanding Forms K-2 / K-3 For Tax Years 2021 & 2022
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.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.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.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 GroupMt. 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 GuidesMark Synnott/Synnott Mountain GuidesOwner and Entrepreneur
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Serving New Hampshire’s small-to-medium sized businesses since 1973. Leone, McDonnell & Roberts, Professional Association, is proud to have many long-standing clients. We attribute this to recognizing that sometimes it’s not what you say, but what you hear.

Our Services
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  • Stratham: 603.772.9341
  • Concord: 603.224.7491
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