TAX PREPARATION & REPORTING

Staying current on tax law changes is no small task. Revisions each year to state and Federal tax codes fill volumes of printed materials. Lloyd & Company, C.P.A., P.C. spends dozens of hours each year training our staff as well as reviewing extensive tax law changes, rulings, enforcement, tax strategies, etc. Our investment in understanding the tax codes and tax software means our clients can minimize their tax bills. Here are just a few areas where we can help:

  • Executive & Employee Compensation
  • Retirement & Benefits Plans
  • Mergers & Acquisitions
  • Estate and Gift Taxation
  • Trust Taxation
  • Sales, Payroll & Employment Taxation
  • Arbitrage
  • Tax-Exempt Compliance
  • Multi-State Taxation
  • "Snowbird" issues
  • Real Estate Transactions & Passive Loss Rules
  • Tax Consulting, Reporting & Representation

Lloyd & Company supports its clients at all stages of the tax cycle:

  • Planning the most advantageous business, retirement, financing strategies to achieve maximum deductions and credits.
  • Capturing complex information and filing necessary returns and payments
  • Representing clients before tax authorities

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