Testimonials

"Ed Lloyd & Associates, provides exceptional support and service for Tax & Accounting services. Their staff has always provided timely and helpful assistance each and every time I have called or emailed. They have always gone out of their way to help and assist me in every way. They have a caring approach and are true professionals. That kind of approach is very rare these days and is much admired. I would strongly recommend Ed Lloyd & Associates to anyone who needs a CPA in the future."

- Amy H., Charlotte, NC

"Ed's tax plan saved me over $80,000 in taxes. Ed and his firm continue to help me save money and they have kept my companies running smoothly for over a decade."

- Dennis P., Charlotte, NC

"Ed Lloyd has been my CPA for over ten years and has saved me a lot of money over the years. Ed is a trusted advisor for me and my businesses."


- George G., Atlanta, GA

"Most accountants do a fine job of filing tax returns - getting the right numbers into the right boxes. But then they call it a day. The real secret to managing taxes is planning. Ed Lloyd CPA is a member of an elite group of accountants nationwide that are dedicated to tax planning to save clients money."

- Edward A Lyon, JD, Cincinnati, OH

“I own a small business and most of my time is dedicated to my work. Any extra time spent on the complicated tax code for a small business owner is time/money wasted. Ed Lloyd and his associates were able to streamline my corporate and personal affairs and greatly simplify my tax filing requirements.

Peace of mind that my returns were prepared with my best interest at heart, and that my filings both personal and corporate were proper and met all requirements helping in reducing my exposure and concern as to an audit.

The effort to answer any questions concerning items on my personal and corporate affairs which has helped me in my day to day business decisions that affect my tax liabilities.

Whether you’re a large or small account, you can expect excellent customer service and prompt attention to your request for information."

- Don S., Charlotte, NC

“We were using a “Friend of a Friend” who had worked for the IRS for over 20 years and claimed to know all there was to know about the tax code, as it turns out this Accountant still thought like an IRS employee when doing our taxes instead of working for us and using the tax code to our best interest as a company. After being referred to Ed Lloyd and Associates by one of our business contacts we found out that we left over $7,000 in the hands of the IRS.

It’s a number of things that you have done for us, we were a young company with very little experience when we first started with Ed Lloyd and Associates. Your staff has been instrumental in helping us understand and use QuickBooks to streamline our daily entries as well as limit the questions that our Accountant has a tax time.

We had received a letter from the IRS with a rather large penalty, I contacted Amanda in the office to see if there was anything that you could do to help lower the amount of the penalty, much to my surprise and delight the penalty was eliminated which was a really unexpected outcome.

Everyone at Ed Lloyd and Associates is friendly, courteous and knowledgeable. Our first meeting was with Ed himself. He made us feel very comfortable and took the time to answer all of our questions. The office is modest, in a great location and we left feeling like we were going to have an Accountant who was going to be working hard for us.

I highly recommend Ed Lloyd and Associates.”

- Kevin D., Charlotte, North Carolina

“I met Ed Lloyd CPA at an executive association meeting about 10 years ago and was always impressed with his knowledge of business and tax preparation.

I have learned a lot about the information that I need to get the most deductions. Ed Lloyd & Associates handles our accounting and they are always trying to find additional deductions for me. Handing over the accounting so that my wife did not have to do the work was a big help!

I would confirm that Ed Lloyd & Associates is very hands on and proactive in their approach.”

- David H., Charlotte, NC

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

Memberships

Go Mobile!

...and get what you need, when and where you need it!

Phone: (704) 544-7600 
Email: web1@elcpa.com