Charlotte, NC Income Tax Preparation

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Helpful Reviews 
H&R Block
billy2788 rated

The Rose Petal is unique in the sense that they seem to know what YOU want more than you do. Although that seems like a strange statement it's true! I was traveling around Charlotte looking for an arrangement for my wife, I stopped a few places before I reached the the Rose Petal and they all seemed the same nothing really new and kind of boring. The Rose Petal treated me like a king and when I got there it seemed that they were really interested in what I was trying to capture with the arrangement. Might I add that while I was there they were ordering lunch and I commented how good that sounded and yes they even bought me lunch! Where can you get that I ask you? Anyway Ray, the designer there immediately got started putting something together...when he was done.....OH MY GOD. He took what I said and literally transformed it into the most spectacular arrangement I have ever seen, not kidding. Needless to say I have raved about the Rose Petal to just about everyone and my wife loved it! Now I know where to go for flowers and even a free lunch sometimes (I guess they were in a good mood that day) for every occasion and they have never let me down.

Ed Lloyd & Associates PLLC
Kevin D. rated

“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.”

Ed Lloyd & Associates PLLC
Don S. rated

“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. ”

Ed Lloyd & Associates PLLC
Mauli C. rated

I wants to say thanks to Ed Lloyd and Associates for his support to plan my business account and reducing the taxes. From last so many years I was searching for knowledgeable accounting and financial firm in Charlotte, NC. My search was ended when I met Ed Lloyd CPA. He provided me the best accounting services for my business. He planed for my business account, financial data and helped me in reducing my taxes. His team is dedicated towards the work and understands the needs and requirement of clients and give the full efforts to complete it. I highly recommend Ed Lloyd for some one who wants the growth in their business.

Line Upon Line
louise1026 rated
Military Officer

Exceptional knowledge of staff and extremely professional and courteous. After having my wage garnished for several months and paying another Tax Resolution Company $2500 for which they prepared an installment agreement for me to pay $1800 per month. I contacted Line Upon Line and they negotiated a payment plan of $600 per month. I now use them for all my taxes and I just started a business for which they set up and are now doing my acconting and payroll. I can always call them and they always take the time to answer any question. Excellent Work and Staff!

Cahan, Josh A, CPA
djroygbiv rated
VERY Satisfied Customer

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!

Ed Lloyd & Associates PLLC
David H. rated

“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.”

Ed Lloyd & Associates PLLC
Amy H. rated

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 her 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.

Crunch Time Tax
Nicole P. rated

Last year we sold our house, moved to Charlotte, rented for a few months, then bought a new house. I work from home as an independent contractor so needless to say our tax situation was really complex! Thank goodness we searched online for a tax accountant and came across Rick's website. He is very genuine and really, really cares about saving money for his clients. Our complex tax return was wrapped up within two weeks of first contact and no corrections were necessary.

Ed Lloyd & Associates PLLC
Shown W. rated

We were referred to Edlloyd by my cousin and chose to try him. Edlloyd was exceptionally proficient and took the time to clarify the deference between a LLC and a Corporation. He was exceptionally useful and guided us toward the right course. We highly suggest Ed Lloyd for all your business and individual needs.

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