John T Lally CPA is a business and tax advisor who works closely with small business owners by providing proactive and year-round business and tax advice. As a business owner himself, John knows this comprehensive approach is vital for a business to be financially healthy and for the owners to achieve their goals.
He has worked with many small business owners to help them implement retirement plans, income tax strategies, and business plans that have significantly improved their businesses. John has helped clients reach their financial goals by saving millions for retirement, while deferring millions in income taxes.
John holds a Bachelor of Science in Accounting from the University of Massachusetts-Dartmouth and is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants. His prior work at three regional accounting firms included advanced training in business valuation and performance measurement. Outside the office, John is a husband and father of three happy, healthy, and gainfully employed adult children. In his free time, he enjoys spending time with his family, keeping active with tennis, volleyball, and bicycling, and working on his new garden.
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I started working with John T. Lally CPA, PC about two years ago, and right from the start have been impressed with the service and responsiveness...read more
John has helped us to reduce our costs, increase our profits and create a close connection between the everyday operation of our business and our financial reporting...read more
John has become more than my accountant. He has become a business advisor and someone I trust to look out for my best interest...read more
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.