Business Details
41 Years
experience
Your Trusted Partner for Tax and Business Consulting Solutions
Lloyds Management Services has been dedicated to providing expert tax and business consulting services since 1985. Our team of seasoned professionals, including former Canada Revenue Agency employees, specializes in corporate and personal tax preparation, financial reporting, and strategic business consulting. We pride ourselves on delivering accurate, compliant solutions while maintaining a client-centric approach that prioritizes transparency and year-round support.Our partnerships with legal, financial, and IT professionals ensure comprehensive, multidisciplinary advice tailored to each client's unique needs. With decades of combined experience, we advocate for clients during audits, resolve complex tax issues, and provide actionable insights to drive business growth and financial clarity.
Services
Corporate Tax
Personal Tax
Tax Planning
Tax Audits
HST Returns
Payroll Preparation
T4 Preparation
Financial Statements
Business Consulting
Tax Recovery
Details
- Year established: 1985
Highlights and features
- We offer 35+ years of tax expertise with former Canada Revenue Agency professionals.
- Our multidisciplinary approach integrates legal, financial, and IT specialists for comprehensive solutions.
- We guarantee year-round availability and no hidden fees for transparent service.
- Our proven track record includes resolving complex tax audits and compliance issues.
- We provide personalized financial insights tailored to northern Ontario's business landscape.
What people say
Excellent services
Pleasure to deal with
Service second to none
Honest and dependable
Accurate reporting
Services
Corporate Tax
Lloyds Management Services provides comprehensive corporate tax reporting and compliance solutions. Our experts ensure accurate financial statements, CRA-mandated reporting, and strategic tax planning for corporations, partnerships, and sole proprietors. We identify compliance risks, correct bookkeeping errors, and advocate during audits to protect your business interests while optimizing tax positions.
Personal Tax
Our personal tax services cover complete income tax preparation and CRA negotiations for individuals. We maximize legitimate deductions, ensure compliance with evolving regulations, and provide year-round support for complex returns involving rental properties, investments, or self-employment income. Our goal is to secure optimal refunds while minimizing audit risks through meticulous documentation.
Tax Audits
Lloyds Management Services specializes in tax audit representation and dispute resolution. With former CRA employees on our team, we effectively negotiate during audits, appeal unfair assessments, and resolve compliance issues related to income tax, HST, payroll, or WSIB matters. Our proactive approach minimizes penalties and streamlines communication with government agencies.
Business Consulting
Our business consulting services offer strategic guidance for growth, valuation, and operational efficiency. We conduct detailed financial analyses, business valuations, and market assessments to inform decisions about expansion, franchising, or succession planning. Clients receive actionable insights to improve profitability, investor relations, and long-term sustainability through data-driven recommendations.
Tax Recovery
We specialize in recovering overpaid taxes and resolving historical tax discrepancies. Our team identifies missed deductions, corrects prior-year errors, and pursues retroactive claims for clients facing CRA assessments. With expertise in tax law nuances, we maximize recoverable amounts while ensuring full compliance with current regulations during the recovery process.
People
Allen Lloyd
Professional Tax Preparer & Consultant
Allen Lloyd, a former Canada Revenue Agency Outreach Coordinator, has 35+ years of tax consulting experience. He holds a Master's in Economics from the University of Waterloo and specializes in corporate/personal tax compliance, audit defense, and business strategy for northern Ontario clients.
Questions
What tax services does Lloyds Management Servicess offer?
We provide corporate and personal tax preparation, HST returns, payroll reporting, audit representation, business consulting, and tax recovery services tailored to northern Ontario businesses and individuals.
How does LMS differ from seasonal tax services?
Unlike seasonal providers, we offer year-round support with experienced former CRA professionals who provide ongoing compliance guidance, audit defense, and strategic financial planning beyond annual tax season.
Can LMS handle complex tax situations?
Yes, our team specializes in complex returns involving rental properties, self-employment income, business valuations, and multi-jurisdictional tax issues with proven solutions for audits and compliance challenges.
Do you serve clients outside Barrie?
We serve businesses and individuals across northern Ontario, offering remote consultations and document handling to accommodate clients throughout the region beyond our Barrie office.
How quickly can I get tax return assistance?
We prioritize timely service with same-day processing available for urgent cases, as demonstrated by completing complex returns within one business day and securing refunds within four days for recent clients.
