Comprehensive. Proactive. Accessible.
At Lumsden McCormick CPA, we take pride in being one of the largest and most trusted accounting firms in Buffalo, New York. Our mission is to deliver innovative and proactive solutions that foster continued success for our clients. With a comprehensive suite of accounting services, including audit, tax, wealth planning, forensic accounting, and nonprofit technology, we are committed to helping individuals and businesses achieve their financial goals.
Our Services
We understand that every client is unique, and that's why we offer a range of services tailored to meet their specific needs. Our audit and assurance services include audit, review, compilation, IT audits, and assurance, as well as internal audit, employee benefit plans, and agreed-upon procedures. Our tax services cover business tax, succession planning, individual tax, family wealth and estate planning, retirement planning, international tax services, cross-border taxation, IC-DISC, transfer pricing, tax credits, and incentives, state and local tax (SALT), and research and development tax credit (R&D).
In addition to our core services, we also offer specialized services such as forensic accounting, business valuation, litigation support, matrimonial consulting, lifestyle analysis, NFP accounting software implementation, and financial services. Our team of experts is dedicated to providing personalized attention and guidance to ensure that our clients receive the highest level of service and support.
Our Approach
At Lumsden McCormick CPA, we believe that every client deserves a comprehensive and proactive approach to their financial needs. That's why we take the time to understand our clients' goals and objectives, and tailor our services to meet their unique needs. Our team of experts is actively involved in all client matters and maintains a strong field presence on engagements, ensuring that our clients receive the personalized attention they deserve.
Our People
Our leadership team is comprised of experienced professionals who are dedicated to delivering exceptional service and guidance to our clients. With a strong field presence on engagements, our leadership team is actively involved in all client matters, ensuring that our clients receive the highest level of service and support. Our team is committed to providing unprecedented accessibility to all service team members, ensuring that our clients have direct access to the experts who are working on their behalf.
Overview of Lumsden McCormick CPA
Positive Experiences
- Exceptional quality of services, including audit, tax, wealth planning, forensic accounting, and nonprofit technology
- Personalized approach, tailored solutions, and strategic guidance that aligns with business goals and growth potential
- Supportive, helpful, professional, and kind individuals who embody values such as kindness, honesty, respect, and hard work
- Genuine and thoughtful communication, making clients feel like they have a personal relationship with the individuals they interact with
Negative Experiences
- Poor communication, unprofessional silence, and lack of updates from some accountants, leading to delayed tax filings and additional late fees
- Difficulty in getting in touch with accountants, with some clients feeling ignored or dismissed
- Errors in tax preparation, resulting in financial losses for clients
- Perception that the company prioritizes money over client satisfaction
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