Sign In Get Started

David A. Lloyd — CPA in Upland, Indiana

DA

David A. Lloyd

Certified Public Accountant | Licensed in Indiana
0.0 (0 reviews)
Verified Licensed
P.O. Box 246, Upland, Indiana 46989 View on Maps

About David A. Lloyd

Based in Upland, Indiana, David A. Lloyd has been providing accounting services to various business structures and individuals since 2005.

His expertise lies in bookkeeping and financial statement compilation, general accounting, and advisory services, supporting both small businesses and personal finances.

David's specialization in basic accounting services, individual tax services, and financial planning enables him to cater to diverse client needs, from straightforward accounting tasks to complex financial planning.

With experience serving a wide range of clients, including S-Corps, partnerships, and LLCs, David delivers tailored accounting solutions to meet specific business and personal requirements.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Upland

SP
Stephen P. Olson
Upland, Indiana
DA
Deborah A. Light
Upland, Indiana
RK
R. K. Crawford
Upland, Indiana
DR
David R. Poucher
Upland, Indiana
EH
Eric H. Hernandez
Upland, Indiana
CP
Christopher P. Bennett
Upland, Indiana

Contact David A. Lloyd

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns