Leone, McDonnell & Roberts, P.A.

06/10/2026

Understanding Roth conversions starts with the right strategy. From tax implications to timing and estate planning benefits, our latest breaks down what you need to know to make informed decisions. Read more: https://lmrpa.com/roth_conversion/

Learn when a Roth conversion makes sense, how it impacts taxes, and how it fits into retirement and estate planning strategies.

06/09/2026

Please join us in welcoming our Summer Interns - Ethan, Abigail, Kyleigh, Patrick, and Michael! They will be focused on audit work while gaining exposure to tax and building key skills through real client experience with our team’s support.

Welcome to the team! 👏

06/03/2026

Members of our team recently came together for a strategic planning retreat... challenging ourselves to think deeper and beyond as we defined strategic priorities, built action plans, and established clear metrics for success.

Thank you to Amy from True Nine for facilitating such an engaging session, and to the Bedford Village Inn for hosting our team. # CPA

05/27/2026

A filed return isn’t always final. If new or corrected information comes up, an amendment may be needed. Our team at Leone, McDonnell & Roberts can help guide you through the process.
Read more in our : https://lmrpa.com/amending_a_tax_return/

Filed your tax return but need to make a change? Learn when and how to amend a return, what Form 1040‑X involves, and how our firm can help.

05/25/2026

This Memorial Day, we pause together to remember and honor those who gave their lives in service to our country. Their courage and sacrifice will never be forgotten.

We hold their families and loved ones close in our thoughts and honor their sacrifice today and always.

05/20/2026

We recently had the opportunity to attend the New Hampshire Society of CPAs Annual Meeting, where our team gained valuable perspective on developments shaping the CPA profession right here in New Hampshire.

Key takeaways included:
• Member approval of the merger of the NH, MA, ME, RI, and VT CPA societies into the New England Society of CPAs, effective July 1, 2026
• Discussion of House Bill 1259, which introduces an alternative pathway to CPA licensure in NH while preserving the existing option

We’re grateful for opportunities like this to stay informed, connected, and actively engaged in the future of our profession and our region.

05/19/2026

Our team enjoyed participating in the recent NH Center for Nonprofits Conference & Expo. CPAs Angela Zakon and Abby Lamothe shared insights on preventing fiscal risk through proactive assessment and effective safeguards, while CPAs Hannah Cloutier and Christine Chrysafidis connected with attendees at the LMR booth throughout the day. Thank you to the NH Center for Nonprofits and everyone who joined us.

05/12/2026

Automation is changing how businesses operate and how risk shows up across organizations. In our latest , we share practical tips and strategies for identifying vulnerabilities, building a strong risk culture, and staying in control as risk continues to evolve.

Read more: https://lmrpa.com/managing_risk/

Learn practical strategies for managing business risk in an increasingly automated environment, from identifying vulnerabilities to building a strong risk culture.

05/11/2026

Miles with Meaning. We laced up and showed up for two incredible running events this past weekend, and every mile made a difference. At the White Mountain Community Health Center Whitaker Wander 5K, each step helped ensure people in our community can access the healthcare they need, no matter their circumstances. At the Zebra Crossings Moms On The Run 5K Run & Walk, proceeds supported enrichment programs that empower children with chronic medical conditions and their families.

A huge congratulations to all of our LMR participants for running with heart and purpose. And a special shout‑out to our colleague Gretchen, who ran her way to 1st place in her age bracket at the Whitaker Wander - way to set the pace!

Proof that when we run together, we go far for our community.