Business Details
32 Years
experience
Trusted Tax & Accounting Services for Business Growth
At Ed Lloyd & Associates, we specialize in empowering entrepreneurs and business owners through strategic tax reduction, real-time accounting, and sustainable business growth. Founded in 1994 by Ed Lloyd, a certified CPA with over 30 years of experience, our firm prioritizes proactive financial planning tailored to each client's unique needs. Our team of certified professionals delivers customized solutions, including tax optimization, cash flow management, and CFO advisory services, designed to maximize profitability and long-term success. Headquartered in Waxhaw, North Carolina, we serve clients nationwide, from North Carolina to Hawaii, combining technical expertise with personalized support. Our approach begins with a comprehensive discovery session to understand your business goals, challenges, and aspirations.By leveraging advanced accounting systems and industry-specific insights, we help clients reduce tax liabilities, streamline operations, and build a solid financial foundation. Our certificationsincluding Personal Financial Specialist, Certified Tax Specialist, and Certified Value Builderunderscore our commitment to excellence. We pride ourselves on transparency, ethical practices, and a client-first philosophy, ensuring every business we work with achieves clarity, stability, and growth. With a proven track record of delivering results exceeding client expectations, we offer a 200% satisfaction guarantee on all planning services. Whether you aim to expand your business, improve profitability, or secure your financial future, Ed Lloyd & Associates provides the expertise and support needed to turn goals into reality.
Services
Tax Planning
Accounting Services
CFO Advisory
Tax Reduction Strategies
Business Growth Consulting
Details
- Year established: 1994
Highlights and features
- We offer over 30 years of experience in proactive tax planning and accounting.
- Our team includes certified CPAs with specialized expertise in tax reduction.
- We provide customized solutions tailored to your business's unique needs.
- Our nationwide service spans from North Carolina to Hawaii.
- We guarantee results exceeding 200% of your investment in planning services.
Associations and certifications
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Tax Specialist (CTS)
- Certified Value Builder (CVB)
What people say
Taxes done accurately
Substantial tax refunds
Fantastic job
Timely fashion
Highly recommend
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to your business and personal financial situation. We analyze deductions, credits, and legal opportunities to ensure compliance while maximizing savings. With certified specialists, we provide ongoing guidance to adapt to changing tax laws and business needs.
Accounting Services
We deliver real-time accounting solutions to streamline financial operations, including bookkeeping, payroll, and monthly reporting. Our team ensures accuracy, timeliness, and clarity in financial records, enabling informed decision-making. Services are offered at fixed rates, reducing costs compared to in-house teams.
CFO Advisory
Our CFO services provide strategic financial oversight, including cash flow forecasting, budgeting, and performance analysis. We help businesses identify growth opportunities, reduce costs, and build scalable financial frameworks. This service is ideal for companies aiming to increase profitability or prepare for expansion.
Tax Reduction Strategies
We specialize in identifying tax-saving opportunities through deductions, credits, and structural adjustments. Our strategies are designed to legally minimize tax burdens while aligning with long-term business goals. Clients receive personalized plans to distribute finances strategically and reduce liabilities.
Business Growth Consulting
Our consulting services focus on scaling businesses through financial analysis, debt management, and exit strategies. We develop roadmaps for growth, improve operational efficiency, and prepare businesses for transitions such as sales or mergers. This service supports both short-term improvements and long-term stability.
People
Ed Lloyd
President & CPA
Ed Lloyd, a certified CPA with over 30 years of experience, founded the firm in 1994. He holds multiple certifications, including Personal Financial Specialist and Certified Tax Specialist. Ed specializes in proactive tax planning and business advisory services for entrepreneurs.
Questions
What services does Ed Lloyd & Associates offer?
We offer tax planning, accounting, CFO advisory services, tax reduction strategies, and business growth consulting tailored to entrepreneurs and business owners.
How do you help businesses reduce taxes?
We analyze deductions, credits, and legal strategies to minimize liabilities while ensuring compliance. Our proactive planning adapts to changing tax laws and client needs.
What industries do you serve?
We work with entrepreneurs and business owners across industries nationwide, from North Carolina to Hawaii, with a focus on dental and healthcare practices.
Do you offer fixed pricing for services?
Yes, we provide fixed-price agreements for accounting and CFO services, ensuring transparency and cost-effectiveness compared to traditional firms.
What is your satisfaction guarantee?
We guarantee results exceeding 200% of your investment in planning services. If not satisfied, we refund your fee with no questions asked.
How can I schedule a consultation?
Contact us at (704) 544-7600 or visit our website to schedule a free discovery session with our team.
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