Take Control of Your Finances
Ed Lloyd & Associates is a comprehensive tax advisory service dedicated to empowering dental and medical entrepreneurs with $1M+ in revenue to reach their financial goals, fuel their growth, and save time. Our team of expert CPA advisors and tax planners work closely with clients to build proactive tax strategies, reduce taxes, and maximize credits and deductions.
Our Services
We offer a range of services designed to support the unique needs of dental and medical entrepreneurs. Our team provides customized tax planning and preparation, real-time accounting services, and CFO growth services to help clients achieve financial success. Whether you're looking to reduce taxes, maximize savings, or expand your practice, we have the expertise and resources to support you every step of the way.
Tax Advisory Services
Our tax advisory services are designed to help dental and medical entrepreneurs minimize their tax liability and maximize their savings. Our team of expert CPA advisors and tax planners work closely with clients to build a proactive tax strategy that reduces taxes and maximizes credits and deductions. We offer customized tax planning and preparation services, including tax planning and strategy, tax preparation, and tax representation.
Real-Time Accounting Services
Our real-time accounting services are designed to help dental and medical entrepreneurs manage their finances efficiently and effectively. Our team provides expert accounting services, including financial analysis, budgeting, and financial reporting. We work closely with clients to identify areas for cost savings, improve profitability, and optimize financial performance.
CFO Growth Services
Our CFO growth services are designed to help dental and medical entrepreneurs achieve their long-term financial goals. Our team of expert CFOs work closely with clients to develop a customized financial roadmap, identify areas for growth and improvement, and provide guidance on strategic financial decisions.
Our 4-Step Road to Financial Success
At Ed Lloyd & Associates, we take a proactive approach to financial planning and management. Our 4-step road to financial success includes:
1. Discover Needs: We start with a conversation to understand your goals and create a customized solution.
2. Analyze Data: We analyze your financial situation to identify areas for improvement.
3. Set Goals: We work with you to set goals and build a roadmap to guide you on your journey.
4. Implement Solutions: We provide the tools, knowledge, and support to implement our action plan.
Experience the Ed Lloyd & Associates Difference
At Ed Lloyd & Associates, we're committed to providing expert tax advisory services that help dental and medical entrepreneurs achieve financial success. Our team of expert CPA advisors and tax planners work closely with clients to build proactive tax strategies, reduce taxes, and maximize credits and deductions. We're dedicated to providing personalized service, timely communication, and expert knowledge to help our clients achieve their financial goals.
Overall Experience
The majority of reviewers have had a very positive experience with Ed Lloyd & Associates, praising their professionalism, courteousness, and expertise in tax planning and accounting.
Positive Comments
Many reviewers have praised Amanda Pilman, a staff member, for her attentiveness, cooperation, and welcoming demeanor. The firm's ability to save clients money on taxes, provide timely responses, and offer expert advice on tax planning and business planning have been highlighted. The reviewers have also appreciated the firm's friendly, polite, and courteous service.
Negative Comments
Some reviewers have expressed dissatisfaction with the firm's responsiveness, with one reviewer stating that they did not receive a response to their inquiry. Another reviewer had a negative experience with a captive insurance cell, resulting in a prolonged dispute over a significant amount of money.
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