LMS Team

When it comes to tax preparation and advocacy, don’t put your well-being into the hands of seasonal tax outfits and retail tax software. Trust the exacting and experienced professional tax accountants at Lloyds Management Services to get you what you deserve from Canada’s tax system.

As a former Canada Revenue Agency employee, Allen Lloyd has the knowledge and experience to properly prepare your tax return, ensure you benefit from Canada’s tax system, answer any questions you may have, and – if need be – act as your advocate with CRA should you find yourself faced with an audit or review.

Entrepreneurs, businesses, and corporations take advantage of our tax expertise to ensure their financial records pass a third party inspection. LMS will catch and correct reporting errors that attract CRA‘s attention and satisfy them that business records are compliant with tax regulations.

Public Information Sessions.

The purpose of these sessions is to inform you of your rights and responsibilities with regards to the various levels of government and agencies and your reporting requirements.

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Service Areas

The advantages of working with LMS are:

  • Reveal the complete picture of your business with hard numbers
  • Satisfy Canada Revenue Agency you are meeting tax obligations
  • Gain legitimacy in the eyes of creditors and investors
  • Have someone available year-round to answer all your tax questions

Lloyds Management Services also consults with businesses to provide them with a clear picture of where they stand-informing and confirming truths about their position. We evaluate business’ strengths and weaknesses so that they can make smart decisions based on hard evidence.

We are also available to consult with business professionals and offer advice and straight talk. An unbiased perspective from someone outside your business will provide the clarity necessary to take action.

For businesses and individuals who wish to benefit further, LMS offers their expertise in the form of educational seminars. Subjects include personal income tax, payroll, benefits, running a small business, and setting up a corporation. Whether one-on-one, with teams, or for large groups, learn from LMS so that our knowledge becomes your power. Have a specific topic in mind? Create an event and invite LMS to speak to attendees.

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ALLEN LLOYD – Tax Advisor and Consultant

Originally from Sudbury, Allen Lloyd obtained his Bachelors in Commerce from Laurentian University and then his Masters in Economics from the University of Waterloo. Allen commenced his consulting/accounting business in 1985. He followed his passion for economics to help small and medium size businesses either take-off on the right foot or to assist them in expanding their goods or services to meet the challenging demands of northern Ontario. In 2002, Allen accepted a position with the Canada Revenue Agency (CRA), as the Outreach Coordinator and Resource Officer. After ten years of service, Allen retired and returned to his tax advisory role in a self-employed capacity. He has a sturdy background in full tax services, as well as tax recovery from CRA, as well as problem resolution when issues arise with the WSIB, Ministry Labour etc. Allen speaks English and French fluently. For advice and practical services for your business, Lloyds Management Services promises you experienced, exacting service.

CHELSEA GIGNAC B.A. Hon. – Client Services

3 years with LMS

LYNDA MCFAUL – Client Services

15 years of operations management and bookkeeping

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SARAH COLLINS, Office Simplified – Bookkeeping

Office Simplified is your one-stop shop for all of your office needs.

From getting your office set up, and maintaining your books on a regular basis to working with you and training you how to manage your own bookkeeping, we have you covered. We work with a wide variety of clients, from self-employed individuals to corporations.

Approaching each business with our full attention and dedication, we aim to work in your best interests and exceed your expectations. www.officesimplified.ca