Proactive Charlotte, North Carolina CPA Firm Dedicated to Helping Our Clients Achieve Their Financial Goals

Most accountants do a good job of putting the right numbers in the right boxes on the right form, but then they call it a day. We don’t just record history, we help you write it. We help our clients reduce the pains of owning a business and rescue wasted tax dollars.

Benefit from the experience of Ed Lloyd & Associates to help you:

  Pay Less Tax Year Round

We do not wait until tax season to get to work. We proactively cut your tax bill with our exclusive proactive tax planning process so you can save money year round.

  Cut Your Cost of Accounting

You need an efficient and effective accounting system and we have the solution. We use the latest technology to cut the amount you pay for accounting services, reduce your time and the risk of fraud, and give you better reporting in real time.

  Increase the Value of Your Business

Your business is probably your biggest asset. Let us help you increase the value of your business with our proven strategies.

  Enjoy Fixed Pricing Solutions

We have fixed pricing solutions for our Business Tax and Business Advisory Services (view packages) and Accounting Services (view packages). Each of the solutions have three levels of service to choose from which allows you to select the services you need for a low fixed monthly investment. This avoids any surprise bills and you can manage your cash flow better throughout the year.

We have additional fixed priced solutions for the numerous services included in our Awesome 8 services we provide. The Awesome 8 covers Taxation, Protection, Cash Flow, Increased Profits, Business Growth, Accounting, Wealth and Exit Planning.

Looking for more than you are getting from your current CPA? Click below for your complimentary new client review.


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Ed Lloyd & Associates, PLLC is a proactive Charlotte CPA firm headquartered in Charlotte, North Carolina. Ed Lloyd, CPA has been proactively working with business owners since 1990.


Latest From Our Blog

Tips to Defend Your Business from Cyber Attacks

Ed Lloyd CPA, PFS, CTC

January 17, 2017

You need only tune into the news to see that cybercrimes are a very real threat. From viruses to malware, everyday computer use and online browsing can leave you vulnerable to hackers who want your valuable information. If you have a small business, your risk of a cyberattack is likely even higher, especially if you do not have the resources or know-how to enact effective security policies....

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