Ed Lloyd is a Certified Public Accountant, Personal Financial Specialist and Certified Tax Coach. His firm Ed Lloyd & Associates, PLLC employees six professionals dedicated to providing proactive planning for their clients.
All clients begin with a tax plan session to uncover missed opportunities. The typical client sees $50,000 in tax reduction on an annual basis, making our services an investment not another expense. There are five different tax planning services available to meet the needs of clients regarding structure, growth,wealth management,tax reduction and exit phases of their businesses.
Tax planning ideas are implemented by the Firm to ensure the new tax savings are handled correctly. We offer fixed-price monthly maintenance plans. In addition,we work with our clients to understand … Read more →