Get to know us
At Ed Lloyd & Associates we help Entrepreneurs and Business Owners
Reduce Their Income Tax, Achieve Real Time Accounting and Grow Their Business
We develop a plan for every new client.
We find that reactive accountants do not meet their clients expectations. How do you get where you want to be without a roadmap to know where you are going?
The answer is you don’t.
At Ed Lloyd & Associates we take the time to understand who you are and how we can help you. We make this happen with your Discovery Session to find out where you are, where you want to be and what is getting in your way so we can help you get where you are trying to go.
Ed Lloyd & Associates is headquartered in Charlotte, NC with clients from the east coast to Hawaii, and is 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.