SERVICES
Reliable Resource for Peace of Mind
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 of trusted advisors 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. We provide tax planning, preparation and compliance services to individuals, businesses, partnerships, trusts and estates.
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.
We provide expert assistance
in the following areas:
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Tax planning and implementation for individuals and businesses
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Federal, state and local tax return preparation
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Business structure planning
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Corporate reorganization and restructuring
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Divorce and support issues
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Mergers, acquisitions and liquidations
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Tax effects of buying/selling a business
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Representation before federal and state taxing authorities
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Retirement and estate planning
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Succession planning
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Electronic filing
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Gift and estate tax return preparation
