Our Story
Four generations of family, four generations of trust. Here's who we are and what we stand for.
Four Generations
1930s — First Generation
Our story begins in the 1930s with Edward F. Bianchi, a first-generation Italian immigrant who built his early career as an international auditor for General Electric. Recognizing a need in his community, Ed began preparing tax returns from his home for Italian-speaking families in the Mont Pleasant neighborhood of Schenectady. What started as a service to neighbors grew into a lifelong calling.
1950s — Second Generation
In the mid-1950s, Ed's son-in-law, John "Jack" A. McDonald, joined the practice, and together they opened the first official Bianchi & McDonald office on Francis Avenue in Schenectady. As the practice grew, they relocated in 1971 to a new office — an addition built off Ed's home — on Amsterdam Avenue in Rotterdam. Ed's daughter Arleen, who was also Jack's wife, became the heart of the front office, warmly welcoming clients by phone and in person for decades.
1980s — Third Generation
The third generation arrived in the early 1980s, when Jack and Arleen's children, Lori and Stephen, joined the business. The family purchased a building on Carman Road in Rotterdam in 1986 — where we remain today. Lori and Stephen carried on their parents' legacy of trusted, personal service — keeping the firm, and its values, squarely in the family.
Today — Fourth Generation
Within the past decade, the fourth generation joined the firm: Stephen's children, Ethan and Shauna, came aboard first at the front desk and, after furthering their education, transitioned into full-time tax preparation roles. Today, Lori, Stephen, Ethan, and Shauna carry on what Ed started — delivering expert, personalized tax services rooted in the same values of integrity and genuine client care that have defined the firm for nearly a century.
The Partners
Our four partners bring a shared commitment to accuracy, integrity, and personal service. Between them, they've guided thousands of Capital Region clients through tax season — and been trusted advisors long after April.
Lori, our senior partner, brings nearly 50 years of hands-on experience to the practice — roots that trace back to her high school years. She earned her BBA in Accounting from Siena College in 1984 and furthered her professional credentials by earning the IRS Registered Tax Return Preparer designation. Outside the office, Lori and her husband Chip enjoy golfing and travel to sunny beachy destinations.
Stephen is a third-generation partner at Bianchi & McDonald, joining the firm shortly after earning his BBA in Accounting from Siena College in 1985. With four decades of experience in tax preparation and a completed IRS Registered Tax Return Preparer designation, he brings both deep expertise and dedication to his clients. Outside the office, Stephen enjoys landscaping, golfing, and rooting for the Minnesota Vikings.
Shauna holds a Bachelor's in Accounting and a Master's in Taxation from SUNY Albany and is a Certified Public Accountant. Her background includes experience at Goldman Sachs Ayco before returning to carry on the family legacy as a fourth-generation member of Bianchi & McDonald. When she's not working, she enjoys a good crime drama and time with her husband and son.
Ethan joined Bianchi & McDonald as a fourth-generation member of the family, bringing a fresh perspective rooted in a lifelong connection to the firm. He holds a degree from SUNY Oneonta and is currently completing the IRS Enrolled Agent program. Outside the office, Ethan enjoys reading, road cycling, and traveling the world with his wife.
New clients are always welcome. Give us a call or send us a message to get started.
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