Lumsden McCormick's comprehensive suite of accounting services include audit, tax, wealth planning, forensic accounting, and nonprofit technology. From tax-minimizing strategies to proactive business planning, Lumsden McCormick's industry experts focus on helping you maximize your growth potential.

Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices. Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims.

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Bill pay

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Lumsden McCormick now accepts secure online payments using your credit card (Visa, MasterCard, American Express, or Discover). You may enter more than one invoice number at a time. This online payment system, via a secure connection with First Data Corp, was setup in cooperation with M&T Bank. Lumsden & McCormick, LLP does not receive or store your credit card information.

Taxcaddy

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TaxCaddy makes it easier than ever to gather your tax documents and deliver them to us, communicate with us, answer your tax questionnaire electronically, and sign documents like the e-file authorization. Mobile App: You can submit tax documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.

Client portal

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Please contact Sandy Fantauzzo at sfantauzzo@LumsdenCPA.com if you did not receive an email invitation to join from NoReply@TaxCaddy.com. Portal is a web-based application used for secure file transfers and continued access between Lumsden McCormick and our clients. Your Portal User ID and login information will be provided via email.

Advisory

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Our practice philosophy embraces not only a comprehensive range of accounting and business advisory services, but also a commitment to providing our services in the most professional manner possible. At every stage of client service, Lumsden McCormick and wholly owned subsidiaries Brisbane Consulting Group and Lumsden McCormick Financial Services are committed to personal service.

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