Charlotte, CPA, Tax Planning - Ed Lloyd & Associates, PLLC

TAX MINIMIZATION STRATEGIES

Do you have a successful business? If so, we can work together to protect your assets, plan for the future and reduce your income tax burden.

Tax Review – We review the current tax structure and accounting methods of all new clients to identify tax planning opportunities. We provide a detailed report identifying opportunities and the technical support to implement any changes we recommend to you.

ANNUAL SERVICES

Tax Planning – This is an extremely important part of what we do for you each year. With new clients we focus on the Tax Review. With existing clients we analyze current year accounting data and discuss changes to the business and your situation. Based upon the information we prepare a tax projection.

Implement Tax Plan – After agreeing on the tax plan we direct the implementation. This may include year-end transactions, changes or implementing retirement programs, changes in tax accounting methods, elections, or tax structure changes.

Tax Compliance – We prepare all of your business and individual tax returns. These may include returns for your personal income, corporations, LLC’s, estates and trusts.

Benefits – We will assist you in providing a benefits package for yourself and your employees based upon your individual needs. We work with payroll professionals to ensure that your payroll is prepared in a timely manner and that benefits are integrated into your payroll for proper reporting.

This is an overview of the services we provide. If you want a fresh look at the opportunities available, we are here to assist you. We focus on the programs that benefit successful business owners including business succession planning.

Interested? Contact us at (704) 544-7600 for more information.