+1 603.569.1953 info@lmrpa.com Our five NH locations ensure we're close by when you need us.
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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: "retirement"
By Sarah Scheffer
In Blog
Posted January 25, 2023

Using the 529 Plan to Save For a Child’s Education and Retirement

Save for higher education and retirement, too.

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By Sarah Scheffer
In Latest News
Posted September 29, 2022

Longtime Leone, McDonnell & Roberts Partner Retires

It is with great honor and respect that we announce that Thomas Roberts, CPA, partner, colleague and friend, has retired from his active role as a shareholder.

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By Sarah Scheffer
In Blog
Posted March 22, 2021

Traditional IRA Funds: Passing Them On To Your Loved Ones

A traditional IRA fund is a common savings vehicle that investors pass on to loved ones as part of their inheritance. If you plan to leave a traditional IRA fund to your loved ones, it's [...]

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By Sarah Scheffer
In Blog
Posted July 27, 2020

Penalty-Free Pandemic-Related Early Retirement Distributions

The CARES Act provides relief to people under age 59 ½ that are impacted negatively by the pandemic. This relief includes coronavirus-virus related distributions and emergency withdrawals of up [...]

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By Sarah Scheffer
In Blog
Posted January 20, 2020

How The SECURE Act Is Changing the Face Of Retirement

At the end of 2019, Congress passed (and the President signed) into law the SECURE (Setting Every Community Up for Retirement) Act. Passed as part of the government's spending bill, this recent [...]

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By Sarah Scheffer
In Blog
Posted September 30, 2019

Social Security Benefits and Taxes: What You Need to Know

Most people know that Social Security (SS) benefits are taxable. Still, many of us don't fully understand how the tax rate on Social Security is applied. If SS represents your only income, it's [...]

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By Sarah Scheffer
In Blog
Posted June 3, 2019

Freedom Planning for Business Owners

The thought of retirement is often met with fear and anxiety, leading to various degrees “planning paralysis." If we are able to view retirement through a different lens, the feelings of fear and [...]

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By Sarah Scheffer
In Blog
Posted April 22, 2019

What Happens To Your Retirement When You Are Gone?

Retirement accounts provide viable investment vehicles for individuals to have access to necessary funds after they have left the workforce. Knowing what happens to your retirement when you die [...]

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USEFUL LINKS
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Recent News
  • Nannies are Employees, Not Independent Contractors
  • 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
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.

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Leone, McDonnell & Roberts, Professional Association, Certified Public Accountants
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