Jonalyn is a seasoned professional specializing in tax planning, preparation, and business advisory services to small and mid-sized businesses along with their individual owners. Her commitment to providing strategic advice positions her as a dedicated advisor, enabling clients to concentrate on the growth and prosperity of their businesses.

 

Before joining LGA, Jonalyn founded Jonalyn C. Sullivan, CPA, LLC, based in Amesbury, Massachusetts. Following the successful merger of her firm with LGA in November 2023, she seamlessly transitioned her client-centric approach to LGA, ensuring a continued emphasis on personalized client service.

 

Jonalyn is recognized for her meticulous attention to her client’s unique needs. She actively collaborates with attorneys, bankers, and investment advisors to provide a comprehensive approach that ensures the highest caliber of service tailored to each client’s diverse requirements. With a focus on client satisfaction and a proven track record, Jonalyn is a valuable asset in navigating the complexities of taxation for businesses and individuals alike.

Education

• Bentley University, Master of Science in Taxation
• University of Massachusetts Lowell, Bachelor of Science in Business Administration with an Accounting Concentration

Professional Affiliations

• Member of the Finance Committee at Anna Jacques Hospital, Newburyport
• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MassCPAs)

Personal

In her free time, Jonalyn savors moments with her family, hiking, and traveling to new and exciting destinations.