Tax Professionals
Baldwin & Lloyd Associates provides a wide range of services to individuals and businesses in a variety of industries. At Baldwin & Lloyd Associates, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At Baldwin & Lloyd Associates, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Request information about Tax Management Services below
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Baldwin & Lloyd Associates's accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- Quickbooks advisory services (Certified Quickbooks ProAdvisor)
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Baldwin & Lloyd Associates's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Request information about Estate and Trust Planning and Tax Preparation below
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Firm principal, Martin Lloyd, maintains a unique license (Enrolled Agent designation) with the United States Treasury that permits him to represent taxpayers / clients when dealing with Internal Revenue Service authorities and Tax Court proceedings. Unlike other accounting professionals, an Enrolled Agent is specifically identified by the IRS as being tested and trained in the field of Federal taxation.
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We offer a useful service for those elderly or senior individuals who find that managing their personal and household financial affairs to be burdensome and challenging. Such service as reviewing household bills, preparing and recording checks for payment, reconciling checkbooks and investment statements, compiling and organizing Federal and State income tax data for year-end preparation, and helping to establish necessary personal budgets and/or a record keeping system. These services can be completed on a periodic basis (monthly or quarterly) or annually.
Request information about Eldercare Accounting Services below
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Baldwin & Lloyd Associates can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Baldwin & Lloyd Associates can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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QuickBooks Accounting Help and Assistance
Our firm specializes in QuickBooks software implementation and support with the unique approach of combining both tax compliance and accounting needs so that the end product can be useful for tax reporting or financial statement presentation. Marty Lloyd holds the unique designation of “Certified QuickBooks Pro Advisor” since year 2000 and has assisted many clients in a variety of different industries and unique situations.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Baldwin & Lloyd Associates offers the following solutions to help meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation- We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Baldwin & Lloyd Associates can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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No one can predict the future perfectly, but we can all benefit from planning for it. Baldwin & Lloyd Associates combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
