Cazes Financial Services, Lloyde Cazes CPA, TFS, LLC

Preserve and Protect Your Hard Earned Assets

Defer Capital Gains

Tax Deferal for Extended Periods

Let us show you how our Private Annuity Trust and our Private Estate Trust can defer capital gains, and other tax liabilities, for extented periods of time.
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Medicare Asset Transfers

Immediate Medicare Asset Tranfers

Our Medicare Trust was created for immediate transfer of assets and no more than a 36 month waiting period.
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Defer CapitaL Gains

Personalized Tax and Financial Planning

Our Tax and Financial Planning is customized to your individual goals with unique tax planning, life and health insurance and estate structuring.
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The team at Cazes TFS was essential to the successfull our incorpoation and tax restructuring. Their attention to detail and immediate response to any issues that arise, make them our only source for our financial health.
- Ron Smithson
CEO, Acme Recruiting
Lloyd Cazes and his team reorganized my entire payroll system so we could take care of import jobs in the field...in my business you have to be ready when the customer calls.
-George Fredrickson
Owner, All-State Heating & Air Condidtioning