Take Control of Your Finances, Reach Your Goals
Ed Lloyd & Associates is a leading tax advisory service dedicated to helping dental and medical entrepreneurs with $1M+ in revenue achieve their financial goals. Our team of expert CPAs and tax planners work closely with clients to create customized and proactive tax strategies that reduce taxes, maximize credits and deductions, and save time.
Expert Tax Advisory Services
Our tax advisory services are designed to help dental and medical entrepreneurs like you take control of their finances, reduce taxes, and maximize savings. Our team of expert CPAs and tax planners work closely with clients to create customized tax strategies that reduce taxes, maximize credits and deductions, and save time. We understand the unique challenges faced by dental and medical entrepreneurs, and our expertise in tax planning and compliance ensures that our clients receive the maximum benefits.
Real-Time Accounting Services
At Ed Lloyd & Associates, we understand the importance of accurate and timely accounting services. Our real-time accounting services are designed to help dental and medical entrepreneurs like you get back control of their finances, reduce paperwork, and save time. Our accounting team analyzes your financial structure to find ways to eliminate tedious and unnecessary tasks through automation and streamlined practices, allowing you to focus on areas that make the most significant financial impact.
CFO Growth Services
Our CFO growth services are designed to help dental and medical entrepreneurs like you achieve their financial goals. Our team of expert accountants works closely with clients to analyze their finances, provide performance reports, and keep them updated on their results. Through our reports and careful monitoring, clients can stay on top of their growth and find new ways of building a more secure financial future.
Our 4-Step Road to Financial Success
At Ed Lloyd & Associates, we believe in a proactive approach to financial success. Our 4-step road to financial success includes:
Step 1: Discover Needs
We start with a simple conversation to understand your goals and create customized solutions with a clear action plan designed for your business.
Step 2: Analyze Data
We take a closer look at your financial situation to understand where your business is at.
Step 3: Set Goals
With the data, we build a roadmap to guide you on your journey from where you are to where you want to be.
Step 4: Implement Solutions
We provide you with the tools, knowledge, and support to implement our action plan, and walk with you every step of the way.
Experience the Ed Lloyd & Associates Difference
At Ed Lloyd & Associates, we believe that every client is unique and deserves personalized attention. Our team of expert CPAs and tax planners work closely with clients to understand their goals and create customized solutions designed to achieve financial success.
Overall Experience
Most reviewers had a positive experience with Ed Lloyd & Associates, praising the team's professionalism, expertise, and courteous service. Many clients appreciated the personalized attention and timely responses from Amanda Pilman and the rest of the staff.
Tax Planning and Accounting
The firm's expertise in tax planning and accounting was consistently praised, with clients appreciating the team's ability to identify issues and provide effective solutions. Many reviewers credited Ed Lloyd & Associates with saving them significant amounts of money through their tax planning strategies.
Customer Service
Amanda Pilman was frequently mentioned as a standout team member, with clients praising her welcoming smile, cheerful attitude, and prompt responses. The entire staff was described as polite, courteous, and professional.
Negative Experiences
Two reviewers had negative experiences, citing poor communication and issues with a captive insurance cell structure. One reviewer was dissatisfied with the firm's handling of an audit, while another was unhappy with the firm's advertising and lack of transparency about not taking on new clients.
