SERVICES

Tax Planning & Preparation

Providing comprehensive tax advice & 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:

  • Tax planning and implementation for individuals and businesses
  • Federal, state and local tax return preparation
  • Business structure planning
  • Corporate reorganization and restructuring
  • Divorce and support issues
  • Mergers, acquisitions and liquidations
  • Tax effects of buying/selling a business
  • Representation before federal and state taxing authorities
  • Retirement and estate planning
  • Succession planning
  • Electronic filing
  • Gift and estate tax return preparation

JOIN OUR TEAM!

Our people are our greatest asset. They are the foundation and reason for our growth and success.

Our Dover office has moved (effective 6/3/24). Stop by and visit us soon!

NEW ADDRESS: 273 Locust Street, Suite 207 in Dover