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Lally & Co.

CPAs and Business Advisors

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Focus Areas Financial Services Organizations Services

Services

Lally & Co. provides service for the following individuals and organizations:

Securities Broker-Dealers

  • Financial statement audits to meet SEC and FINRA requirements
  • Coordination of audited annual statements to submitted FOCUS reports
  • Tax return preparation

Investment and Hedge Fund Partnerships

  • Rapid and accurate turnaround of Form K-1 to investors
  • Financial statement audits to fulfill investor reporting requirements
  • Advisory support for determining best organizational structure

Registered Investment Advisors

  • Business tax returns
  • Formation of alternative investment company structures

Employee Benefit and Retirement Plans

  • Preparing audited financial statements
  • Services that are integrated and coordinated with Third-Party Administrators, trustees, and custodians

Captive Insurance Companies

  • Preparing audited financial statements
  • Off-shore insurance commission registration
  • Coordination of audit services with Third-Party Administrators and record keepers

Credit Unions

  • Preparing audited financial statements
  • Direct communication to identify and avoid risks and exposures
  • Identifying potential compliance “red flags”

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Focus Areas

  • Privately-Held Businesses
  • Affluent Families
  • Financial Services Organizations
    • Services
  • Estate Planning & Litigation Attorneys

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Upcoming Events

Upcoming Events

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Financial Calculators

Financial Calculators

Quickly make accounting calculations with our online toolset of calculators.
Financial Calculators

Newsletters

Newsletters

Read our quarterly client newsletter, The Evergreen.
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SafeSend Tax Returns

Learn about our automated the tax return delivery process with SafeSend Returns™ technology
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5700 Corporate Drive
Suite 800,
Pittsburgh, Pennsylvania 15237
Phone: 412.367.8190
Fax: 412.366.3111

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