What Else Other than Taxes, Strategy & Consulting?

Loyd Legacy Development Services (LLDS) is a multi-disciplinary financial, compliance, and business development firm dedicated to helping individuals, entrepreneurs, small businesses, and nonprofit organizations build real, sustainable legacy. We provide services that strengthen financial clarity, improve operational systems, support compliance, enhance branding, and create long-term organizational stability. Our clients rely on LLDS for both day-to-day business support and long-range strategic planning.

At its core, LLDS operates across five major service divisions:

1. Tax Preparation & Strategy

2. Bookkeeping, Payroll & Financial Management

3. Business Development & Startup Support

4. Nonprofit Formation & Organizational Development

5. Branding, Websites & Digital Identity Design

Because of this structure, LLDS is uniquely positioned to support a client from idea → launch → compliance → growth → scaling, without needing to hire multiple firms. We act as a central hub for financial clarity, business setup, professional branding, operations, and ongoing advisory.

1. Taxes, Preparation & Strategy

LLDS provides comprehensive tax preparation for individuals, self-employed business owners, small corporations, and partnerships. We help clients understand their tax picture, maximize deductions, minimize liabilities, and avoid unnecessary penalties.

Our tax services include:

• Individual tax filing (W-2, dependents, credits, multi-state)

• Self-employed and contractor filings (Schedule C)

• Corporate tax returns (1120, 1120-S)

• Partnership and multi-member LLC filings (1065 + K-1)

• Amendments and IRS letter responses

• Multi-year catch-up filings

• Annual tax planning & projections

• Business expense categorization guidance

We ensure clients stay organized and prepared—not just at tax time, but year-round.

2. Bookkeeping Oversight, Payroll & Financial Organization

Business owners often struggle with financial structure, cash flow clarity, and recordkeeping. LLDS provides high-level financial oversight, periodic reviews, and clean-up support to ensure accurate books and long-term stability.

Our services include:

• Monthly/quarterly bookkeeping oversight

• Book clean-up for past years or disorganized files

• Payroll setup & tax compliance guidance

• Financial statement reviews

• Tax readiness analysis

• General ledger correction

• Recommendations for accounting systems & workflows

LLDS does not simply “record numbers”—we help clients understand their financial story and prepare for growth, audits, lending, and tax season.

3. Business Development, Compliance & Startup Support

For new and existing businesses, LLDS provides the structure, documentation, and strategic support needed to launch professional operations and remain compliant.

This includes:

• LLC, S-Corp, C-Corp formation

• EIN & DBA registration

• Articles of Incorporation & operating agreements

• Business plans & investor-ready decks

• Compliance checklists and internal policies

• Budgeting & financial forecasting assistance

• SAM.gov, DUNS, and vendor registration

• Strategic advisory for scaling or restructuring

Our business development services ensure entrepreneurs operate legally, effectively, and like true CEOs—not just hustlers.

4. Nonprofit Formation, Governance & Capacity Building

LLDS helps clients launch and strengthen mission-driven organizations through professional nonprofit development services.

We provide:

• Nonprofit formation & incorporation filing

• Bylaws, conflict of interest policies, board documents

• EIN registration

• Charitable solicitation & state compliance guidance

• 501(c)(3) readiness advisory

• Grant readiness support

• Program structure & operational planning

• Board training and governance support

Our nonprofit clients walk away with the clarity and tools needed to serve their community sustainably.

5. Branding, Websites & Digital Infrastructure

A business is only as strong as its public identity. LLDS offers branding solutions that merge visual design with business strategy.

Branding services include:

• Logo design & brand identity kits

• Website design for service-based businesses

• Digital stores & product setup

• Custom marketing materials (flyers, cards, brochures)

• Product labels, stickers, packaging

• Social media branding & launch support

• Business templates & digital content

We ensure that visual presentation aligns with the client’s mission, audience, and operational goals.

6. Advisory Retainer Programs for Ongoing Support

Many clients need continued guidance—not just one-time services. LLDS offers Monthly and Quarterly Retainer programs designed to provide strategic support, accountability, financial oversight, and operational clarity.

These programs include:

• Strategy sessions

• Weekly or monthly check-ins

• Document review

• Personalized templates

• Compliance reminders

• Financial readiness evaluations

• Priority scheduling

LLDS becomes your strategic partner—helping you think, plan, operate, and grow like a true business leader.

Why Clients Choose LLDS

Our clients choose LLDS because we provide:

• Clear, honest communication

• Professionalism and integrity

• Deep financial and operational expertise

• A judgment-free environment

• Support that grows with them

• Multi-industry experience

• Real solutions for real businesses

• High-value advisory—not just paperwork taxes, strategy, & consulting

We combine the precision of financial services, the structure of project management, the insight of business consulting, and the creativity of branding into one comprehensive firm.

LLDS is not just a service provider.

We are your partner in building a long-lasting legacy.