July 10, 2020
Welcome to Lloyd, Young & Cassidy
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Established in Austin, TX in 2004, Lloyd, Young & Cassidy is a full service tax and bookkeeping firm with a specialization in IRS negotiations. Having worked in this ever changing area of practice since 1987, we are proud to offer this experience to you. Please see the 'About Us' tab above. You can also contact directly using the 'Contact' tab above at any time.
For those with busy schedules who would prefer to skip the trip to the office, we are pleased to have yet another way to simplify your lives. We now offer a secure file upload portal that you can access any time through the 'Sign In' tab above. This is an individual, private portal for you to upload your documents. It is assigned only to you, including a self designated password. If you are interested in this additional communications feature, please send an email and a personal folder with a unique initial login can be established. Once logged in, you can update the password to one of your choosing. Finally, fees can be paid directly through the 'Make A Payment' page, and Voila! Taxes completed and filed! We hope these options are helpful in making tax time a bit less stressful. As always, if you prefer, we are here to meet in person. Contact by telephone or email, and we look forward to assisting you.
The site now includes various financial calculators, external links, and a monthly newsletter bringing you the most up to date information in the area of tax legislation. We hope you find this additional informational helpful!
With these, you can:
- Use the Financial Calculators to assist in decisions concerning budgeting, financial planning, or determining loan payments.
- Stay Informed with the latest tax and accounting news by reviewing the client newsletter.
- Connect to various tax related sites on the Links page.
- Upload documents directly through the secured client portals
- Pay your invoice directly through the website
If you have a chance to browse the site, feel free to e-mail any questions, suggestions or other feedback.
Please visit often! Current news may impact your financial situation.