Who are we?
“We are Business Advisors, Musicians, Parents, Dog Lovers, Cat Lovers, Engineers, Health Food Nuts, Junk Food Fanatics, Educators, Yarners and Technology Enthusiasts Dedicated to Making Your Life Simpler and More Profitable.”
Ed Lloyd & Associates are also tax planners, business advisers and proactive accountants. We understand the challenges of running a business and work with you as a business partner to help you build a better business and meet your personal goals.
At Ed Lloyd & Associates we take the time to understand who you are and how we can help you. We make this happen with our initial consultation to understand you. From there we deliver fixed price solutions for bookkeeping, tax and business advisory services. These are part of our Awesome 8 service solutions. The Awesome 8 includes innovative tax planning strategies, business advisory services built on your needs and accounting solutions to help you protect and grow your business. We are a Charlotte, NC CPA firm managed by Ed Lloyd CPA.
Ed Lloyd CPA, PFS, CTC was born in Charlotte, North Carolina and attended South Mecklenburg High School. Ed plays the guitar and sings and he has passed his desire for music to his children. His daughter sings and plays the guitar, and his son is a drummer. It can be loud at home in the evenings! He is the president of Ed Lloyd & Associates, PLLC. Ed Lloyd earned a B.S. Degree in Accounting at the University of North Carolina at Charlotte and received his CPA license from the North Carolina State Board of Examiners and has received these distinctions:
- Certified Public Accountant
- Personal Financial Specialist
- Certified Tax Coach
- Accredited Business Advisor
He is certified as a North Carolina CPA number 18800. His experience prior to starting the business in 1994, includes over nine years’ experience with local and regional CPA firms, and one year with a regional redevelopment and property management firm.