Floyd Financial Services LLC. created an in house Tax and Accounting service for our clients that optimizes and simplifies your tax process. At Floyd Financial Services, we streamline communication from your Advisor to our CPA, which helps completes your Tax filings much faster. 

Pick a Plan 


Tier 1 

  • W-2
  • Form 1099
  • Single State Return 
  • Standard Deduction

​Tier 2
  • ​W-2
  • ​Form 1099
  • Single State Return 
  • Itemized Deductions 
  • One Rental Property 
  • Basic K-1s 

​Tier 3 
  • Form 1099
  • Multi-State Returns 
  • Itemized Deductions 
  • Multiple Rental Properties
  • Multiple K-1s 
  • Schedule C or Self Employed
  • Foreign Assets 
  • Equity Compensation
 
Floyd Financial Services LLC ("Floyd") is a registered investment advisor ("RIA") located in the State of Texas. Floyd provides investment management and financial planning services for clients in Texas and other States. Chase Floyd, President of Floyd, is also a licensed insurance agent.  Floyd will register and maintain all applicable licenses as required by the various states in which Floyd conducts business, as applicable. Floyd renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
 
This web site is intended to provide general information about Floyd. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
 
Floyd will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov. 
Contact
(602) 380.3182
Chase@FloydFS.com

Phoenix Office 
3920 E. Indian School Rd.
Suite 8
Phoenix,AZ 85018 


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Photo used under Creative Commons from focusonmore.com