At Lally & Co., we put our clients at the heart of everything we do. As a team of CPAs and Business Advisors, we’re here to truly understand your tax and accounting needs, and to deliver solutions that are both strategic and easy to follow.
Whether it’s accounting, business consulting, tax compliance, or other business advisory needs, we provide a full range of services that support privately held businesses, individuals and families, and not-for-profit organizations. We are also happy to work with any other advisors that are part of your financial team.
When you work with us, you’ll always have direct access to our client-focused team. We believe in creating personalized tax and financial strategies that are clear, practical, and easy to understand. Even the most complex accounts become manageable when we bring order and structure through thoughtful processes and streamlined solutions.
For over 40 years, we’ve taken pride in helping our clients tackle their toughest challenges with a personal, tailored approach. Each partner, manager, and associate are committed to making sure you feel confident and supported every step of the way.
Put simply, we’re here to solve problems, explain solutions in a way that makes sense, and leave you feeling in control of your business, finances, and taxes and at ease about the future.
Our Purpose
We know that businesses, organizations, and individuals and families with significant wealth often face unique challenges, with countless moving parts and decisions to manage.
Our team is here to simplify. We bring clarity to complexity by offering straightforward strategies, clear answers, and practical solutions tailored to your goals. Think of us as your financial quarterback, coordinating the details, guiding you through every decision, and keeping everything moving in the right direction.
Our Approach
Managing your business and personal finances can feel overwhelming—competing priorities, endless documents, multiple advisors, and ongoing commitments can quickly turn into more stress than clarity. Add tax planning and accounting challenges, and it becomes even harder to stay focused on what matters most. That’s where we come in. We believe accounting and business guidance shouldn’t be complicated. We bring clarity and structure to your financial world by coordinating the moving parts, streamlining tax and accounting strategies, and helping ensure your overall business and wealth picture is clear, manageable, and aligned with your goals.
We handle the details and maintain close communication with your other advisors, so everything works together seamlessly. You’ll always know where you stand, what’s ahead, and how your tax, accounting, and business strategies are working for you.
If you’re ready to simplify your taxes, accounting, and business planning, we’d love to connect.