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Lally & Co.

CPAs and Business Advisors

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    • Accounting & Auditing
    • Tax Services
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  • Focus Areas
    • Privately-Held Businesses
    • Affluent Families
    • Financial Services Organizations
    • Estate Planning & Litigation Attorneys
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Focus Areas Privately-Held Businesses Services

Services

Lally & Co. provides privately-held businesses with the following services:

Next-Generation Gifting or Transfer

  • Financial account organization
  • Business valuation
  • Long-term ownership
  • Proper business structure
  • Utilization of trusts

Employee Incentive Methods

  • Phantom stock plans
  • Ownership transfer to management
  • Non-qualified compensation plans

Shareholder/Partner Tax Compliance and Cash Flow

  • Quarterly and annual tax filing coordination
  • Business cash flow management
  • Tax liability compliance

Coordinating Personal and Business Returns

  • Quarterly/annual tax filings
  • Business/personal tax minimization strategies
  • Multi-state tax filing

Independent Review of Financial Statements

  • Audits
  • Reviews
  • Compilations
  • Accurate and understandable financial statements

Shareholder Disputes

  • Understanding partnership agreements, limited liability company operating agreements, and corporate by-laws
  • Business valuations

Advisor Continuity

  • Generational planning
  • Implementing and monitoring long-term strategies
  • Recommend advisors

Planning a Business Acquisition or Sale

  • Tax positioning and efficiency
  • Tax structure
  • Due diligence (accounting and auditing)

Insurance Needs

  • Life, health, disability, and business needs
  • Corporate and personal policies
  • Funding alternatives

Unique Tax Complexities

  • Complex partnership agreements
  • Multi-state S-Corp/C-Corp issues
  • Tax bracket management strategies (deduction acceleration)

Short-Term CFO

  • Internal financial statement assistance
  • Business advice
  • Board meeting management

Financial Statement Deadlines and Regulations

  • Independent accounting and auditing reports
  • Bank financing coordination

Understanding Partnership Agreements

  • Complex allocation of profits and cash distributions
  • Exit strategies

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Focus Areas

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

Simplify Your Financial Life.

Work with our team of experts to find simple and manageable solutions to your complex tax, accounting, and business issues.

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Upcoming Events

Upcoming Events

See the events that are on the horizon for tax, business, and accounting.
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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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Lally & Co.

5700 Corporate Drive
Suite 800,
Pittsburgh, Pennsylvania 15237
Phone: 412.367.8190
Fax: 412.366.3111
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