The safety of your personal information is paramount
LFS Tax Group is a member of the United Cloud Partners Services. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents. We participate in the tax return preparation process via a proprietary nationwide network through the CPATAXBANK services offered through United Cloud Partners Services so the security of our system is of the highest available anywhere!
Stephen Mathieu
Owner
Stephen Mathieu, founder and owner of LFS Tax Group, LLC and Legacy Financial Solutions, Inc., received his Bachelor Degree in Accounting from the UMass-Amherst. He has also earned the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations.
Steve has taught courses in tax, business and estate planning. He has taught CE courses for the NH Society of CPAs, the NH Bar Association and the NH Society of Financial Service Professionals. He has conducted hundreds of educational workshops for the public and professional groups and has written numerous articles dealing with financial and estate planning issues.
Steve is a past President of NH Society of Financial Services Professionals and past Continuing Education Chair for NAIFA NH. He has appeared as a guest on radio and television programs including CBS Good Morning and his articles have appeared in the Elder Law Journal of the American Bar Association, as well as Wall Street Select, ABC, CBS, CEO World Magazine, Fox and NBC.
A Partner in the Community. Steve received the Paul Harris Fellow award from Rotary International for his community service. He is a co-founder of the St. Catherine School Charitable Foundation and the St. Joseph School Charitable Foundation. He is a well-known hockey coach in New Hampshire, having coached many years with the NH Jr. Monarchs and most recently with Central High School in Manchester, NH. Steve also served 10 years on the Board of Directors for The New Hampshire Legends of Hockey.
Diane Rohde
Diane Rohde is a CPA with LFS Tax Group. Diane is a member of both the AICPA and the New Hampshire Society of Certified Public Accountants. She ran her own firm, Diane B. Rohde CPA PLLC, for two decades before merging with LFS Tax Group. Diane takes pride in the level of personal attention and reliability she offers every client. When not at work, she enjoys spending quality time with her family.
John Berrigan
Katy Cormiea
Katy Cormiea is a bookkeeper at LFS Tax Group. In 2017 she started her career in bookkeeping and has since worked for both small businesses and larger firms serving a range of clients. In her free time, she enjoys reading, painting and watching movies.
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