Most business owners earning $500k+ in taxable income are leaving five and six figures on the table every single year. Not because they're careless — because their CPA is still doing tax prep, not tax strategy. We fix that.
There is a massive difference between tax preparation and tax strategy. One is reactive paperwork. The other can save you six figures a year. Here's what most high-earning business owners don't realize:
If your CPA only meets with you once a year at tax time, you've already lost. Strategy must happen before December 31st — not after.
The wrong entity, the wrong election, or the wrong accounting method can cost you tens of thousands every year you keep it in place.
Strategies like accounting method switches, augusta rule, cost segregation, and entity restructuring are routinely overlooked by general practitioners.
We are not a tax prep shop. We sit on the same side of the table as you and engineer your tax position year-round — so when April arrives, the savings are already locked in.
Overpaid taxes rescued in a single year for one client through a strategic accounting method switch. This is the level of savings that exists when your CPA is actually paying attention.
We are so confident in our ability to find and unlock real, defensible tax savings that we put our money on the line. If we can't deliver — you don't pay. Period.
These are direct, verbatim testimonials from real clients on file with the firm.
We have been with Ed Lloyd & Associates for over 20 years...our taxes are always done accurately, they maximize all the tax deductions and our stress level is reduced dramatically.
Ed Lloyd has been my accountant for several years…he has always done a fantastic job in a timely fashion for both personal and business accounting matters.
We are intentionally selective about who we work with. Here's an honest look at whether this is built for your situation.
Three decades of advising business owners — credentials that go far beyond a basic CPA license.
Founder and President of Ed Lloyd & Associates, PLLC, established in 1994. Ed has built his career on a single conviction: the highest-earning business owners deserve a CPA who actively reduces their tax bill — not one who just files the return. Headquartered in Waxhaw, NC and serving a national client base of seven and eight-figure entrepreneurs.
Tell us a little about your business. We'll prepare a personalized breakdown of where you may be overpaying — and what realistic savings could look like for your situation. No pitch. No call required to receive it.
Your personalized Tax Strategy Assessment is being prepared. Check your email in the next 24 hours — and if you'd like to talk live, you can grab a 30-minute slot with the team below.
The objections we hear most often — answered straight.
The tax code rewards business owners who plan ahead. Find out — at zero cost — exactly what's possible for your situation.