Leone, McDonnell & Roberts, PA | eNewsletter | Winter 2023
CELEBRATING 50 YEARS | 1973-2023
Happy Anniversary to Us!
It is clear that our success over the last fifty years has centered around one thing - people.

Our team is the cornerstone of our firm. They are passionate about achieving the best results for our clients, they support and care for each other, and they are engaged in the communities they live and work in.

Our clients are the driving force behind all that we do. We take great pride in creating innovative solutions and helping you achieve your goals. These relationships are meaningful to us and have helped us thrive and grow over the years. Thank you for choosing us.

Our community is at the heart of everything. The connections we share in the places we live and work remain strong, and we are inspired by the good work of our neighbors as they enrich and give meaning to our business and our lives.

For 50 years, people have formed the pillars of our business, creating a strong and marvelous foundation. We cherish these partnerships and thank you for being a part of our 50 year journey!
STAY TUNED for information about 50th summer celebration parties near you!
*** INTRODUCING ***
Our New Website
Ready, Set, Launch!
We are excited to announce the launch of our updated website! The site has a fresh new look and was designed with you in mind. Highlights include a streamlined, easy-to-navigate design, an updated employee directory and a helpful resources section with up-to-date news/ information you can use!
Welcome to the Team!
We are excited to announce the following new employees have joined the LMR team.

  • Zane Angelopoulos, Staff Accountant
  • Hannah Cloutier, Staff Accountant
  • Griffin Hill, Staff Accountant
  • Kerri Hanson, Staff Accountant
  • Matthew Creamer, Staff Accountant
  • Michelle Kraft, Project Manager
  • Dawn Pomerleau, Client Accounting Services
  • Stephanie Snow, Administrative Assistant

Learn more about these professionals on our website.
Promotion Announcement
We are pleased to announce that Daniel (Dan) Krivitsky and Megan McDonald have each earned their Certified Public Accountant designations and have been promoted to Senior Accountants effective January 1, 2023.

“Dan and Megan are very deserving of their promotions,” said Managing Partner Evan Stowell. “We are proud to recognize both their accomplishments and their commitment to serving our clients. Dan and Megan are valuable team members, and we are excited to about their continued growth with the firm.”

Congratulations!
VISIT OUR BLOG FOR NEWS, INSIGHTS AND PERSPECTIVES!
The LMR Blog
For other interesting and informative articles written by the experts here at Leone, McDonnell & Roberts, PA, please visit our blog often!

Some of our recent topics include:




Follow us on Facebook, Twitter and LinkedIn to find out when a new blog post is updated!
Nannies are Employees Not Independent Contractors
When hiring a nanny, planning for a few tax implications is essential. There is a common misconception that a nanny is an independent contractor, which would require providing him/her with a 1099 at the end of the year for taxes. However, this is not true.
LMR Team Collects Donations for the Homeless & Housing Insecure
In celebration of our 50th year and one of our core values, our firm has organized four employee giving campaigns (in 2023) for team members to voluntarily participate in. In addition, LMR will be donating to an employee-chosen charity. In January, we made a monetary gift to the Alzheimer's Association.

Throughout the month of January, our employees participated in the first giving campaign of our milestone year to help people who are housing insecure or homeless in our local areas. We collected money and essential items for the Warming Center of Strafford County, Families in Transition Hope House in Wolfeboro and Way Station NH in North Conway. 

We are so grateful for our employees and their generous spirit.
Tax Season is in Full Swing!
Here are a couple of tips to help ease the burden
TIP #1 - Don't Delay
Act now to help avoid mistakes and optimize every deductible you qualify for before the April deadline. For 1040 returns, please submit the completed tax organizer, signed engagement letter and all documentation by March 29, 2023.
TIP #2 - Gather All of Your Paperwork
Have all of your documents in order. Submitting all of your hard copy (unstapled) files and e-files at one time is a tremendous help! Also, be sure to let us know of any significant changes!
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LEONE, McDONNELL & ROBERTS, PA
Dover | Wolfeboro | North Conway | Concord | Stratham
Trusted Business Partners Since 1973