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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”
News and Events
Lally & Co. Celebrates 25th Anniversary
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues.
Read More.
Lally & Co. is celebrating 25 years of simplifying and solving our clients’ complex tax and business issues. Read More.
Lally & Co. Unveils New Brand Identity
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.
To better reflect Lally & Co.’s distinct way of serving clients, the firm has undergone a brand unveiling. Click here to learn more.