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