ABOUT US
Leone, McDonnell & Roberts, Professional Association regularly partners with other groups and individuals outside our firm to draw upon and share collective experiences, best practices and resources. The result? A vast and powerful source of knowledge to better serve you.
Mariner Wealth Advisors offers a 360° approach to help you navigate your financial future. Your wealth plan may include investments, tax strategies, estate and trust planning, insurance and retirement strategies. Mariner also offers specialized business services for entrepreneurs. Consider partnering with Mariner to help create strategies that help you reach your financial goals.
Integrated Financial Partners (IFP) is dedicated to helping you improve your income and impact your quality of life. As a premier fee-based financial planning firm, IFP can help guide you toward a more secure future. We believe that it’s not only our responsibility to help you make the most of your income and assets, but to also help you make the most of your life. It’s our plan for your future.
AHACPA (Affordable Housing Association of CPAs) offers support and training for auditors of multifamily housing.
The Association of International Certified Professional Accountants (AICPA) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. AICPA & CIMA represent 689,000 members, students and engaged professionals in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues.
Housing Action NH is a coalition of organizations united around a common vision that everyone benefits when all Granite Staters have an affordable place to call home. Leone, McDonnell & Roberts is a proud member of this organization, supporting the affordable housing industry.
NHSCPA – The New Hampshire Society of Certified Public Accountants serves a diverse and growing worldwide membership of CPAs and accounting professionals in public practice, industry, government, and education.
The New Hampshire Center for Nonprofits is an association dedicated to providing programs and resources that support nonprofit organizations. We are a proud member of the association, supporting their efforts of building collaborative connections and creating learning opportunities.
Handshake is the #1 way college students find jobs. Our partnership with Handshake connects us to college students who are ready to launch and build their career.
We are pleased to offer SafeSend Returns to our 1040 and certain business clients* as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes an on-screen review of your return, collection of IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. In addition, SafeSend Returns automatically sends the e-signed form(s) back to us.
QuickBooks is one of the most popular accounting software platforms for small businesses. This tool helps manage income, expenses and financial health. Our firm has QuickBooks Certified ProAdvisors on site to help support all aspects of your accounting and bookkeeping.
We have partnered with CPACharge to offer an easy-to-use online payment solution. The link (https://secure.cpacharge.com/pages/lmrpa/payments) along with a QR code will be printed on our invoices so you can safely and conveniently submit payments via credit or debit card or eCheck online. And yes, the platform is mobile-friendly!
ShareFile, our partner for electronically sending/receiving confidential financial documents, provides exceptional security with encryption for email (message and attachments), ease of navigation, and is compatible and accessible from multiple user platforms. If you are interested in learning more about this secure file sharing service, please reach out to us.
Chamber Partnerships
