“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. The 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. Everyone at Ed Lloyd and Associates is friendly, courteous and knowledgeable. 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.”
7301 Carmel Executive Park DrCharlotte, NC 28226
From Business: If you are searching for a Charlotte, NC based CPA to help provide proactive tax planning strategies, strategic business planning, business startup expertise, or an…
3750 Latrobe DrCharlotte, NC 28211
From Business: With their extensive experience in Tax, Audit, Business Financial Planning, Business Valuation, Estate and Personal Financial Planning, our owners and professionals…
“I own a small business and most of my time is dedicated to my work. Any extra time spend 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. ”
I met Josh a few years back but this was the 1st year I used him to do my taxes and could not be happier with my choice and am wondering why I didn't do so sooner. Josh's expertise is unmatched and he was very detailed in explaining things ensuring I understood everything while promptly responding to questions that I had. I've always been one to avoid large chains/companies and Josh provided the high quality, personal service that was exactly what I was looking for. I highly recommend looking into Josh's services for all your accounting needs!