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May 2023 by Hugh Alexander
Amanda Pilman has always been very attentive to my tax filing requirements, and extremely cooperative regarding my accounting needs. I highly recommend Ed Lloyd & Associates.
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November 2021 by Jesse Owsley
In 2016, a captive insurance cell was started with this company. With premiums paid in equaling nearly $700,000 by the beginning of 2018. After learning the structure was part of an IRS watchlist of unapproved tax situations, the account was closed and company dissolved. Premiums were returned in the amount of $585,000, with the remaining $112,000 being held as reserves. It has been 3 years since closure of this account has taken place, and we are still fighting to get the other $112,000 in reserves that were held back. In December 2019, Ed Lloyd told us the IRS was auditing claims and that reserves had to be held. In September of 2020, Ed Lloyd still told that the IRS had cases and claims they were auditing and needed to settle. In July 2021, there were still IRS audits happening, and these reserves couldn’t be returned. This type of company wasn’t an allowed structure based on IRS guidance, so all tax deductions were removed, and the company was dissolved. Yet 3 years later, there has been zero effort to return the $112,000 that Ed Lloyd still owes us. This seems like it will forever be an excuse to not return our money. There have been phone calls and voicemails left with no return call. It is unfortunate that a review is what it will take to get a response. If you deal with this company, do your own research and beware!
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February 2021 by Bryan Pilkington
Have been using Ed Lloyd Since 2000, He has advised me on more than just taxes. Very knowledgeable staff, Amanda is at the front and center of the contact and she is amazing to deal with. Everyone VERY polite, courteous and prompt with replies! Awesome Service that goes above and beyond.
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November 2020 by Cindy Morreale
Always willing to answer any questions I have in a timely manner. Excellent service!
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November 2020 by Jason Brame
Literally never met them and I live halfway across the country from them. Found them thru word of mouth and they are great to work with.
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November 2020 by Tyson Miller
The staff is very professional, knowledgeable, and thorough. Everything you want with a CPA.
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October 2020 by Shawna Giacomini
We have had such a positive experience with each person we’ve worked with at Ed Lloyd’s office. They really make an effort to answer your questions thoroughly and always get back to us in a very timely manner. We appreciate their team!
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September 2020 by Ken Bauer
Very knowledgable and professional , i have been a client for 20 years
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August 2020 by Justin Ckezepis
I have worked with Ed and his team for a few years now. Each and every year they have been fantastic! Well organized and and always friendly. Whether we are discussing set services or adding something new, Ed and his team are always willing to help provide solutions!
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August 2020 by Bob Capreol
Professional folks who know how to help and get done what you need done!
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August 2020 by James C.
I have been using Ed Lloyd and Associates for 20 years for my taxes. This is a professional group of people that are efficient and great to work with. Special Kudos to Amanda P. she has personally handled my taxes , great job !! Several years ago I had a 1099 Form that I missed and the IRS was hitting me for a large sum. Ed Lloyd redid my taxes from the previous year and turned it around where they owed me. I honestly can't say enough good things about them. I started in Charlotte then continued when I moved to Columbia and now will only let them handle my taxes and I am in Florida. Thank y'all.
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July 2020 by Marc Surprenant
Ed and the team are easy to work with and help us throughout the year to make great decisions with everything! 5 stars!
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June 2020 by info Robert Lowe DDS
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. I highly recommend him! (And....he is a great guitar player too!)Robert Lowe, DDS
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May 2020 by Ray h A.
We have employed Ed Lloyd and Associates for 15 years to complete our personal and business taxes. Thanks to Amanda all has gone flawlessly. We would recommend the firm to everyone looking for a professional CPA service.
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April 2020 by jwallisgt
Ed and team have been great partners through the years. They helped identify issues and refile multiple tax years that were filed incorrectly by a much larger firm, which saved significant money. Additionally, Ed has proposed tax savings approaches that had real impact for our filings. Always a great experience with their team.
