Jonalyn Sullivan is a seasoned professional specializing in tax planning, preparation, and business advisory services for closely held businesses and their individual owners. Her commitment to providing strategic, personalized advice allows business owners to focus on the growth and success of their companies. Known for building strong, trusted relationships with her clients, Jonalyn is deeply invested in helping them navigate the complexities of tax planning while supporting their long-term goals.

Before joining LGA, Jonalyn founded and successfully ran Jonalyn C. Sullivan, CPA, LLC in Amesbury, Massachusetts. After merging her firm with LGA in November 2023, she continued her client-focused approach, ensuring that her entrepreneurial spirit and dedication to personalized service remained at the forefront of her work at LGA.

Jonalyn is recognized for her close working relationships with business owners, providing them with tailored tax strategies and planning that align with their unique needs. She collaborates with attorneys, bankers, and investment advisors to offer a comprehensive, team-based approach to client service, ensuring that all aspects of a client’s financial landscape are considered. Her entrepreneurial background and hands-on approach make Jonalyn a valuable advisor for businesses and individuals seeking guidance in tax and business matters.

Why Work with Jonalyn?

Jonalyn’s entrepreneurial background and experience in running her own firm give her a unique understanding of the challenges faced by business owners. She builds strong, lasting relationships with her clients, offering them practical tax planning and advisory services that support their business goals. Her ability to collaborate with other professionals ensures that her clients receive a well-rounded, strategic approach to their financial needs, making her a trusted advisor for closely held businesses and their owners.