Business Details
32 Years
experience
Expert Tax & Accounting Services in Waxhaw, NC
At Ed Lloyd & Associates, we specialize in empowering entrepreneurs and business owners through strategic tax reduction, real-time accounting, and business growth solutions. Our approach begins with a comprehensive discovery session to understand your unique goals, challenges, and financial landscape. Led by Ed Lloyd, a certified CPA with over 30 years of experience, we combine personalized service with industry expertise to deliver actionable plans tailored to your needs. We prioritize proactive planning over reactive measures, ensuring your financial decisions are informed by clarity and long-term vision. Our team provides accurate, timely accounting services while helping clients maximize tax deductions and improve profitability. With clients across the U.S., from North Carolina to Hawaii, we offer virtual CFO services that deliver the value of a full-time executive at a fraction of the cost.Our commitment to excellence is reflected in our 200% satisfaction guarantee, ensuring our solutions exceed your investment. By focusing on innovation and client education, we help businesses build stability today while achieving their future goals. Our services span tax planning, cash flow management, profit optimization, and exit strategy development, all designed to reduce stress and increase financial security. For over two decades, we have built lasting relationships by treating every client as a partner, not a number.
Services
Tax Planning
Accounting Services
CFO Advisory
Cash Flow Management
Profit Optimization
Exit Strategy Development
Tax Deduction Maximization
Financial Forecasting
Details
- Year established: 1994
Highlights and features
- We offer proactive tax planning with certified CPAs and tax specialists.
- Our virtual CFO services deliver executive-level financial guidance at reduced costs.
- We guarantee solutions exceeding 200% of your investment in tax/business planning.
- Our team provides personalized support tailored to dental and medical professionals.
- We serve clients nationwide with proven expertise in tax code optimization.
Associations and certifications
- Certified Public Accountant
- Personal Financial Specialist
- Certified Tax Specialist
- Certified Value Builder
What people say
Accurately done taxes
Substantial tax refunds
Timely service
Professional support
Knowledgeable CPAs
Services
Tax Planning
Our proactive tax planning identifies legal opportunities to minimize liabilities through strategic income distribution and deduction maximization. Certified specialists analyze your unique financial situation to create customized plans that align with business goals while ensuring compliance. This service helps entrepreneurs retain more revenue through year-round tax optimization.
CFO Advisory
Virtual CFO services deliver executive-level financial analysis and growth strategies at reduced costs. We provide performance reports, budget development, and cash flow forecasting to help business owners make data-driven decisions that improve profitability and long-term stability.
Accounting Services
Real-time accounting solutions ensure accurate financial records with automated processes that reduce manual work. Our team handles tax filings, financial reporting, and compliance documentation to improve organizational efficiency while providing clear insights for better business management.
Profit Optimization
We analyze financial metrics to identify cost-cutting opportunities and revenue-enhancing strategies. This service focuses on improving bottom-line results through operational efficiency improvements, strategic investments, and industry benchmark comparisons to drive sustainable business expansion.
Exit Strategy
Our exit planning service develops comprehensive strategies for business owners preparing to sell or transfer ownership. We create valuation-enhancing plans that address tax implications, succession processes, and financial security during transitions to maximize returns on investment.
People
Ed Lloyd
President & CPA
Certified Public Accountant with 30+ years of experience, specializing in tax strategy and business advisory. Holds PFS, CTS, and CVB certifications. Serves clients nationwide from North Carolina to Hawaii.
Questions
What accounting services do you offer?
We provide real-time accounting, tax planning, CFO advisory, cash flow management, and profit optimization tailored to entrepreneurs.
How do you help reduce tax liabilities?
Our certified tax specialists analyze your finances to legally maximize deductions and strategically distribute income/expense timing.
Do you work with out-of-state clients?
Yes, we serve clients nationwide from North Carolina to Hawaii through virtual services.
What makes your firm different?
We combine proactive planning, 200% satisfaction guarantee, and personalized service focused on long-term business growth.
How can I schedule a consultation?
Call (704) 544-7600 or visit our website to schedule a discovery session with our CPAs.
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