Our Services

Craig’s goal is to deliver exceptional tax and financial guidance throughout the year by providing value-added services and being responsive to his clients’ needs.


Financial statement preparation for your annual or periodic needs. Bookkeeping, payroll, and bill paying services for your routine operations.


Tax planning, tax preparation, multi-state tax filing. Expatriate taxation, Representation for IRS audits. Resolution to various tax issues and filing of appropriate tax forms. Individuals and small business: reduce your tax liability and maximize your tax refund.


Consulting for all personal and business needs. Business formation, forecasting and budgeting for businesses and individuals, financial statement analysis, analysis of key ratios, management decision making.


Business plans for start-ups or revisions for existing companies. Marketing strategies, logo creation, branding and corporate identity, website development, Search Engine Optimization (SEO), maintenance of social media.

About CLloyd Group

CLloyd Group was founded by Craig A. Lloyd to bring superior professional service to individuals and small businesses without the huge price tag. From his experience with a large public accounting firm and local tax office, Craig realized the major concerns with his employers’ clients were lack of attention and expensive invoices.

Our Testimonials