As a current or former client of Leone, McDonnell & Roberts, we want to be sure you are aware that federal reporting obligations for your business(es) may have changed under the Corporate Transparency Act.

Effective January 1, 2024, the Corporate Transparency Act (CTA) requires certain companies that are formed or otherwise registered to do business in the United States (referred to as "reporting companies"), to report information about their beneficial owners to the US Department of Treasury's Financial Crime Enforcement Network (FinCEN). The stated goal of the CTA is to improve transparency of corporate and other business structures and discourage the use of shell companies to disguise and move illicit funds.

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Making A Difference

LMR SUPPORTS END 68 HOURS OF HUNGER

We love it when our team shines! This fall, our employees filled collection boxes with easy to prepare food items and, in partnership with End 68 Hours of Hunger, these items were distributed to children in need.

SUPPORTING THOSE IMPACTED BY CANCER

In October, our team raised money (and wore pink) in support of those affected by cancer. LMR employees raised over $600 for a wonderful organization, My Breast Cancer Support, whose mission it is to help women and men financially and emotionally through their cancer journey.

THINGS TO KNOW

VISITING OUR NEWLY RELOCATED DOVER OFFICE

We are settling into our new space at 273 Locust Street in Dover. As tax planning/preparation season unfolds, we want to be sure folks know how to find us. The above map details the parking areas, and the blue arrow notes the easiest access to our space.

If you need the elevator, please use the smaller front lot, take the elevator to the second floor, head down the hall and turn right. If you need special assistance, please call our office!

We can't wait to see you!

CLIENT ACCOUNTING SERVICES

Did you know our Client Accounting Services (CAS) team can help you make data-driven strategic decisions that can transform your business? We are helping small business clients who may not have the time or financial know-how with services that keep a company moving forward.

Our wrap-around services include: payroll, QuickBooks support, accounts payable, accounts receivable, month-end reconciliation, and more.

Focus your time and energy on what you do best. Give our CAS team a call today!

TECHNOLOGY UPDATES

SafeSend

As you may know, we continue to partner with SafeSend for the electronic delivery of tax returns. SafeSend offers exceptional security and it's easy to navigate. Please reach out if you would like to learn more.

ShareFile

We’re excited to let you know that a new, updated ShareFile experience is now available for you to try when you log in to ShareFile at https://lmrpa.sharefile.com/.

Don’t worry, you’ll still have access to all your files and folders in the new experience. We hope you'll find it's easier to navigate and complete needed tasks.

Try it out now! The update is focused on a new, simplified user interface to make it easier for you to find tasks, recent files, and folders.

To see the new experience, log in to your ShareFile account, select the 'switcher' icon in the top navigation. If you need to switch back to the classic view, you’ll have the option to switch back using the same switcher icon until mid-2025, so you can transition at your own pace.

Resources to guide you:

• Demo Video – A brief walkthrough of the new interface. https://youtu.be/hpaIQCZBhcg?si=ksngCM888yipaY2T
• FAQs – Answers to questions you may have. https://sf.sharefile.com/public/share/web-s8c7635e9e61e4f5b9d0296ccf134214d

As always, please reach out if you need assistance or have any questions.

HOLIDAY HOURS

We hope you are able to spend time relaxing and enjoy time with family and friends this holiday season.

Our offices will be closed:

Thursday, November 28

Friday, November 29

Wednesday, December 25

Tuesday, December 31

Wednesday, January 1, 2025