Back to top

About Us

About Our Firm

For years, Lloyd & Company, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Lloyd & Company, LLC's expertise ranges from basic tax compliance and accounting services to more in-depth services such as tax and financial planning.

Lloyd & Company, LLC is one of the leading firms in and throughout Saint Charles. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Lloyd & Company, LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Saint Charles's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Saint Charles. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Lloyd & Company, LLC receive competent and timely advice.

Our Team

James W Lloyd, CPA (636) 946-3411 Missouri State University, BS-Accounting 1984
Certified Public Accountant - 1985

Jim Lloyd specializes in tax and accounting matters of closely held businesses and individuals. Jim was an original founder of the firm in 1996. Jim and his wife Zita are life-long residents of Saint Charles. They both graduated from Duchesne High School as did their 3 children.

Caryn Lloyd Watson, CPA 636-946-3411 University of Missouri - St Louis, BS-Accounting (Cum Laude) - 1998
Certified Public Accountant - 2001

Caryn Lloyd Watson specializes in tax and accounting matters of closely held businesses and individuals and is also a Quickbooks Certified Pro Advisor. Caryn joined her brother Jim at Lloyd & Company in 2000. Caryn and her husband Gene live in St Charles.