Lumsden McCormick CPA 369 Franklin Street, Buffalo, NY 14202

"Lumsden McCormick CPA, established over 71 years ago, is one of the largest accounting firms in Buffalo, New York. Their headquarters are located in the Cyclorama Building in downtown Buffalo​​​​. They offer a comprehensive suite of accounting services, including audit, tax, wealth planning, forensic accounting, and nonprofit technology​​. Their services encompass a range of areas such as tax-minimizing strategies, proactive business planning, financial services, forensic accounting specializing in the valuation of closely held businesses, litigation support, and nonprofit technology solutions​​​​. Based on my personal experience as a client of Lumsden McCormick CPA for over five years, I can confidently attest to the exceptional quality of their services. They have not only made year-end taxes more efficient and less burdensome but have also provided invaluable insights into the complexities of our business operations. Their deep understanding of available incentives and strategic planning has significantly reduced our fiscal burden. Lumsden McCormick CPA stands out as a true partner in our business journey. Their proactive approach and tailored solutions have been instrumental in our financial planning and decision-making processes. Their team's expertise and dedication have been pivotal in navigating the intricacies of tax and financial planning, making them an integral part of our team. Their services have transcended traditional accounting support, offering strategic guidance that aligns with our business goals and growth potential. I am honored to have them as part of our team and look forward to our continued collaboration."

"I always feel that I have a personal relationship with the individuals that I interact with at Lumsden McCormick. No crisp, sterile communication between us.. email replies are always genuine and thoughtful."

"Our relationship with Lumsden has been supportive, helpful, professional and kind. The individuals we have been fortunate enough to work with embody the values we embody; kindness, honesty, respect and hard work."

"Do not go to Lumsden McCormick for your tax-based needs. I am an employed healthcare worker with a new side business (established in late 2021) as well. I had appropriately prepared all of my documents and information (as requested within 1-2 weeks of the request by Brian Kern at Lumsden McCormick) by mid-February 2022 and uploaded them to the appropriate online locations while consistently sending Brian Kern updates via email. I received minimal to no communication from Brian Kern between this time and the normal tax deadline in April. After reaching out to him for an update on my current status, I received an email weeks later and was told that they were going to seek an “extension” since it was “best to do it accurate for year 1 rather than quick” per the words of Brian Kern via email. I understand it’s appropriate to be completely accurate and am always pushing for that, but I had prepared all of my information and documents by mid-February and expected to have my taxes filed by the normal deadline as usual with appropriate, professional communication and updates along the way. This was absolutely not how it went. I received no communication, updates, or alerts at all. I was shocked by the amount of unprofessional silence. I reached out again via email to Brian Kern on May 12 to ask for an update and did not receive a reply until May 19 saying that he (Brian Kern) had just gotten “back from vacation/conference circuits” and said he would “check on where things stand” and “get back” to me. He never got back to me. I reached out again on June 1 via email and via phone call (of course nobody answered and was sent to voicemail) without any response. I was then handed off to another individual, John Anderson, that supposedly works under Brian Kern. I was left weeks on end with unread messages. I was finally informed that things were being finalized after being reviewed internally. I finally received information and was able to sign off on tax filing for the year, but recently just received a letter in the mail requesting additional funds since the taxes were filed late (thanks to them) and that this company did not cover them. I was expected to cover the late fees. Unbelievably bad, and very little, communication throughout the entire process. Poor customer service. Absolutely miserable and stressful experience overall. Would recommend you stay far away from this company. Very disappointed."

"Good company and people. Recommend inquiring about their affordabllity of their services before engaging them for your business circumstances. For a small company their fee structure was be challenging."