Business Details
Your Trusted Partner for Accounting Solutions
At Lloyd & Hodge, we redefine traditional accounting by combining cutting-edge technology with personalized service to deliver financial clarity and time savings for small businesses and individuals. Our team of certified professionals prioritizes active listening to understand your unique needs, ensuring solutions align with your goals while maintaining compliance and optimizing cash flow. With expertise in tax planning, bookkeeping, and advisory services, we serve clients across Denton, Dallas, Collin, and Tarrant Counties, offering remote accessibility without sacrificing the depth of in-person collaboration. Our commitment to continuous improvement drives us to identify key financial metrics that enhance profitability and long-term stability.By handling complex financial tasks, we empower clients to focus on core operations, confident in the accuracy and strategic value of their financial management. This approach has earned us trust among local businesses and taxpayers who rely on our precision and responsiveness. We emphasize transparency in all communications, ensuring clients remain informed throughout every engagement. Our dedication to professional development keeps us ahead of regulatory changes, providing clients with up-to-date guidance. Whether supporting startups or established nonprofits, our methodology remains consistent: simplify financial complexity, maximize efficiency, and build enduring partnerships rooted in mutual success.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
IRS Relief
Cash Flow Analysis
Entity Selection
Business Advisory
Non-Profit Accounting
Personal Tax Services
Highlights and features
- We offer 10+ years of combined CPA experience in DFW's business landscape
- Our proprietary 3-step action plan simplifies complex financial decision-making
- Remote-first model eliminates office visit requirements while maintaining security
- Specialized expertise in nonprofit tax compliance and entity structuring
- Proven track record improving cash flow for 200+ local businesses
What people say
Very professional and timely
Saved significant tax money
Clear communication throughout
Remote services highly effective
Expert nonprofit guidance
Services
Tax Preparation
Our comprehensive tax preparation ensures accurate filings for individuals and businesses. We handle complex forms, verify documentation, and identify deductions while maintaining compliance. Clients receive detailed explanations of their returns and strategic recommendations for future tax years. Our process includes document organization, error checking, and electronic filing with IRS confirmation.
Bookkeeping
Daily and weekly bookkeeping services maintain precise financial records for business success. We track income and expenses, reconcile accounts, and generate regular reports. This foundational service supports informed decision-making through accurate cash flow analysis and prepares businesses for audits or financial reviews with organized documentation.
Business Advisory
Strategic advisory services focus on improving business financial health through cash flow optimization and operational efficiency. We analyze key metrics, recommend entity structures, and develop growth strategies tailored to each client's industry. Our guidance covers budgeting, succession planning, and compliance requirements for sustainable business development.
Payroll Services
Complete payroll management ensures accurate employee payments and tax compliance. We process wages, calculate deductions, file required reports, and handle year-end W-2/1099 preparation. This service reduces administrative burdens while maintaining adherence to evolving employment tax regulations and deadlines.
Non-Profit Services
Specialized support for nonprofit organizations includes tax-exempt application assistance, compliance management, and financial reporting. We help maintain 501(c)(3) status through proper documentation of donations, expenses, and annual filings while providing strategic guidance for organizational growth and sustainability.
People
Laura Lloyd
CPA
With over a decade of DFW accounting experience, Laura holds a Master's in Tax from UT Dallas. She specializes in strategic tax planning and business entity structuring while maintaining a client-focused approach to financial management.
Whitney Hodge
CPA
A University of Michigan graduate with concentrations in accounting and international business, Whitney brings analytical expertise to tax strategy and business advisory services. She prioritizes understanding client operations to deliver tailored financial solutions.
Lilly Randall
Tax Specialist
Lilly applies her linguistics background and problem-solving skills to tax preparation and compliance. With one year of experience, she combines fresh perspective with dedication to client education and financial optimization.
Kelsi Thomas
Accounting Associate
Kelsi leverages technology to streamline accounting processes, focusing on accuracy and efficiency. Her organizational skills support comprehensive financial management for small businesses seeking reliable bookkeeping and reporting solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, tax planning, and business advisory services tailored to micro and mid-sized businesses in North Texas.
How does your remote accounting model work?
Our secure digital platform enables document sharing, virtual consultations, and electronic filing without requiring office visits, maintaining full service quality through encrypted communication channels.
What tax preparation steps should I expect?
Clients receive a welcome letter, engagement agreement, questionnaire, and document upload instructions followed by return preparation, quality review, and electronic filing with IRS confirmation.
Do you handle nonprofit organization tax requirements?
Yes, we specialize in nonprofit tax compliance including 501(c)(3) applications, annual reporting, and financial management tailored to charitable organizations' unique needs.
What payment methods do you accept?
Payment options are detailed in our service agreements, with invoices processed through our secure client portal for convenience and financial record-keeping.
Are you available during tax season holidays?
We observe major holidays as listed on our website, with office closures including Thanksgiving week, Christmas through New Year's, and federal holidays like Independence Day and Labor Day.
