Tax Services

Tax Planning

Save More. Invest More. The choice is yours.

Effective tax planning means taking advantage of tax-law provisions, maximizing tax deductions and tax credits and all applicable breaks possible under the IRS Code. Lloyd & Associates has the expertise to provide comprehensive tax planning throughout the year to minimize your tax liability while complying with legal obligations. Our CPAs will help you ensure your tax-exposure is minimized and you take full advantage of exemptions through the development of a customized plan tailored to your unique situation or business.

Some areas we will evaluate are:

Look for changes in your tax bracket
Max out your tax advantaged retirement account
Consider your investment gains and losses
Evaluate your medical expenses [Ask us about the Affordable Health Care Act]
Sales and Use Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Taking advantage of tax credits
Shifting income or expenses from one year to another to take advantage of a lower tax bracket
Identifying all expenses eligible for itemized deduction
Deferring or eliminating tax liability through application of available tax laws
Adjust payroll withholdings; ensuring correct amounts are remitted to taxing authorities

Tax Preparation

Let the burden be ours.

Your taxes will be filed accurately and on time by Lloyd & Associates. You can be confident with our years of experience to guide you through all of life’s changes and difficult tax laws. It pays to have a professional CPA firm preparing your taxes. Let us assume the burden of performing these services for you.

Services Offered

Individual income tax return preparation
Business tax return preparation
Sales and Use Tax Return preparation
Gift & Estate Tax Return preparation
Partnership & corporate tax preparation
Tax guidance for pass through entities (Partnerships & S Corporations)
Preparation of partnership K-1’s
File returns electronically
Out-of-state returns
Amended tax returns