We like real conversations.
Leave your back office to us and focus on your business.
We do taxes. And we do them very well.
Each business has different needs.
 
 
 
 

Take Control of Your Finances

Reach your goals, fuel your growth, and save time through customized and proactive tax and savings solutions for dental and medical entrepreneurs with $1M+ in revenue.

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Ed Lloyd & Associates Dental Tax Advisory Service

PLAN AND REDUCE YOUR TAXES BY 40%

Work alongside our team of dental CPA advisors and tax planners to build a proactive tax strategy that reduces taxes and maximizes credits and deductions.

I Want to Create a Proactive Tax Strategy

Get a jump start on your taxes! Tax season starts months before you prepare them. With the right plan, you can maximize your savings by strategically distributing your finances and organizing your spending with the help of a dental tax accountant.

I Want to Stay on Top of Paperwork

Time to put your plan into motion. Our dental tax advisors take you through the action plan, so you can save time later and be prepared for tax season. We ensure paperwork is filed on time, tax codes are met, and your business thrives. With our support, tax season will be a breeze.

I Want to Maximize Tax Reductions

Get a jump start on your taxes! Tax season starts months before you prepare them. With the right plan, you can maximize your savings by strategically distributing your finances and organizing your spending with the help of a dental tax accountant.

Accounting & Tax Done Right, Done For You.
How can Waxhaw based Ed Lloyd & Associates help you? Call us at (704) 544-7600 today to get started.

Real-Time Accounting Services

Get Your Books Back Under Control

Balancing your practice with all your other tasks can be overwhelming. Our real-time accounting services are here to relieve the burden of keeping accounts, so you have more time to do what you love: running your dental practice.

What solution do you need to ease your workload today?
Call us at (704) 544-7600.
We have a team available to take your tax and accounting needs off your hands today.

Ed Lloyd & Associates Dental CFO Growth Services

CONSISTENTLY REACH YOUR GOALS

You know where you want to go but don’t always know how to get there. Our CFO growth services for dentists help you plan for the future. What goals do you want to achieve?

I Want to Save More Money

Business growth occurs on a firm financial foundation. Let’s look at your finances together, analyze your business numbers, and compare them to industry standards. Where can you cut back costs and save more money? How can you invest and make smarter business decisions? We build a customized budget with your growth goals in mind, so you can save more money for future growth.

I Want to Expand My Practice

Are you ready to expand? Perhaps you’re considering selling your practice? Our team is here to support you during big business decisions, so you take the next step with more financial confidence and security. Build a plan backed by numbers, so you make smarter investments and maximize your returns.

I Want to Get Out of Debt

Debt is part of many businesses, but financial freedom is possible. Our caring financial team is here to listen, empathize, and create actionable solutions. With our support, you can learn how to adjust your spending and savings to pay off debt faster and keep more profits in your pocket.

Our 4-Step Road to Financial Success

What can you expect when you schedule a meeting with Ed Lloyd & Associates?

Get in Touch with Ed Lloyd & Associates

You can count on us for professional, timely and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.

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