Ed Lloyd & Associates, PLLC is a full service accounting, management consulting and financial services firm.  We focus on providing value to your business as it grows from a start-up, to a successful business, and as the business transitions to the next owners of the business.  Each phase in the life of your business has different challenges and we are here to assist you with these challenges.

Charlotte NC accounting firm available by clicking above.  North Carolina accounting firm and CPA available in Charlotte North Carolina. We work with small business in Charlotte, Huntersville, Mathews, concord, Mt Holly, Belmont, Gastonia NC and Fort Mill and  Rock Hill South Carolina and all around Mecklenburg county North Carolina.  

Tax Preparation - We prepare approximately 200 business returns each year and several hundred individual returns for business owners, real estate investors, clients listing in multiple states and other tax clients.  We also electronically file W-2's and 1099's for clients with over 250 of either as mandated by the IRS from your payroll data. 

All individual returns are e-filed at no additional charge to ensure that your returns are received and properly filed.  Refunds from e-filed returns are generally deposited within two weeks of acceptance by the IRS and state(s).  We prepare over 20 different states each year and can prepare a return for any state you require.

Business Tax Planning - Tax planning is critical for business owners.  We work with you to:

• Identify your estimated current tax situation for the year.
• Analyze opportunities available to reduce your taxes for the year.  These include current tax law changes, retirement plan analysis, estimated income tax payments, additional deductions you may have overlooked, alternative minimum tax, tax reduction and asset protection strategies.
• Analyze your accounting records for the period.  Notify you of necessary adjustments to correct your records.  A misposting in your accounting records can greatly effect your correct net income!
• Identify the dollar amount of your tax savings and assist you in implementing any necessary changes. 
• The business tax plan and analysis flows with the individual tax planning.  These are prepared simultaneously for business owners with flow-through entities (S Corporation and partnership taxation).
• We can include the Business Analysis to provide you mid-year consulting with your tax plan.

• Audited Financial Statements - Audited financial statements are the highest level of financial reporting available.  This service is provided by CPAs and is used when owners desire a higher level of assurance in their financial statements.  This includes testing transactions, invoices, confirmations to third parties and other procedures.  This service is used for year end reporting, to comply with loan covenants, bonding requirements, to obtain a contractor's license and other reporting requirements.  These financial statements require full financial statement presentation and footnote disclosures.
• Reviewed Financial Statements - Reviewed financial statements do not involve the testing like the audited financial statements.  The focus in a review is analytical procedures, trends and analysis and other procedures. These financial statements require full financial statement presentation and footnote disclosures.
• Compiled Financial Statements - Compiled financial statements reflect the representations of management that are compiled into the correct format for reporting purposes. These financial statements can include full financial statement presentation with footnotes, or include only the compilation report, balance sheet and income statement without footnote disclosure.
• Management Reporting Financial Statements- Management reporting financial statements are presented for management use only and are not for disclosure to the public or third parties.  The financial statement presentation in these reports reflects the reporting requests of the owners and managers of the company.  These reports are often used for interim financial reporting since they are typically used internally.

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