Our Services


Individual Tax

Individual Tax Preparation

Competitive pricing and professional service combine to make Lloyd, Young & Cassidy your best source in meeting your annual tax filing obligations.

Mid-year or Year-end Check Ups

Mid-year and annual tax planning and tax forecasting services.

Business and Payroll Tax

Business Tax Returns

Corporate, Partnership, Limited Liability Company, and State Franchise Reports

Payroll Tax Filing

Withholding Calculations as well as Federal and State Report Filing

Bookkeeping and Business Services


Whether monthly, quarterly, or annually, we can work together to devise the most efficient level of assistance while ensuring the necessary support for your business needs.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Choice of Business Entity

Advise and assist in choosing best entity type for your business goals

IRS Negotiations