Joe Lally

Senior Manager, R&D Tax Credit Services

As a Senior Manager of Global Tax Management’s R&D Tax Credit Services practice, Joe helps large and multinational corporations take advantage of available federal, state, and international R&D tax incentives to reduce their tax liability. Since 2013, Joe has worked to develop tailored solutions for identifying, calculating, and documenting R&D incentives. He has also supported R&D tax credit studies on IRS and state tax examinations. Joe’s breadth of industry experience includes working with Technology & Software Development, Life Sciences and Manufacturing companies to understand the nuances of their specific business processes and maximize R&D benefits unique to each industry. Prior to joining GTM, Joe spent time with BDO USA and PwC focused on delivering specialized tax credits and incentives for companies of all sizes to reduce their annual tax bills. While at BDO, he focused on developing innovative technology-based tools and solutions to help grow the practice’s capabilities and consistently deliver a high quality of service to his clients. He has contributed to publications such as Bloomberg Tax and has presented on the R&D tax credit to a variety of audiences. Joe resides in Long Island City, NY with his fiancé and goldendoodle. He enjoys spending time with his family & friends, playing golf, and exploring new places. Education: B.S. in Accounting from Penn State University