Testimonials

Why did you hire us?

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.

What was the number one benefit you received from our services?

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.

What was a positive unexpected outcome from the services?

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 effect my tax liabilities.

What would you say to someone about why you recommend us or why they should hire us?

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


Don S.

                                                                                                  

Why did you hire us? 

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.

What was the number one benefit you receive from our services? 

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.

What was the positive unexpected outcome from the services? 

Handing over the accounting so that my wife did not have to do the work!

What would you say to someone about why you recommend us or why they should hire us?  

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


David H.

                                                                                                  

Why did you hire us?

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.  


What was the number one benefit you received from our services?

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.,


What was a positive unexpected outcome from the services?

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.


What would you say to someone about why you recommend us or why they should hire us?

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.

                                                                                                  

Why did you hire us?

I started working with Ed after a few years of being involved with him in a business development group. During many discussions, I heard the level of professionalism, and dramatic cost saving approach he employed and those who support him and his operation I was sold.

What was the number one benefit you received from our services?

The advice from Ed in my first weeks was invaluable to my company.  In the years of Ed’s help, I have been able to keep more of my earnings, as a result of his suggestions and advise.  Recently the direction to change my business structure has been very profitable and Ed helped me reduce my income taxes

What was a positive unexpected outcome from the services?

Tracking my 1099 and the proper filling, even with the changes constantly, Ed group has helped keep me correct with the government tax situations.   The tax planning with Ed’s help has been very helpful.  The cost conversation up front seemed costly, until they showed me the real saving, now I have found not to question.  

What would you say to someone about why you recommend us or why they should hire us?

If you are searching for the level of service you aspirate to for your customers, then contact Ed so he can deliver you the unsurpassed specialized service Ed Lloyd & Associates provides. 

Michael H.

President of Consulting Business in Charlotte, NC

                                                                                                  

Ed Lloyd & Associates took over my accounting and they were able to save me money on my taxes and prepare the accounting reports and tax returns I needed timely.  They are always there to answer my questions and give me planning advice.

Jeff B.