Business Details
17 Years
experience
Your Trusted Accounting Partner in Charlotte, NC
Proctor & Assocs. Tax Preparation Service has been delivering expert accounting, tax preparation, and payroll services for over 16 years, combining the precision of a large firm with the personalized touch of a local practice. Our team of certified professionals prioritizes education, relationship-building, and reliability to empower clients with financial literacy and confidence. We specialize in tailored solutions for individuals, small businesses, and corporations, ensuring compliance while minimizing tax liabilities through strategic planning.With two convenient locations in Charlotte and Mooresville, NC, we serve clients across the region, offering streamlined processes and dedicated support to simplify complex financial challenges. Our commitment to excellence is reflected in our 500+ satisfied clients and decades of combined industry experience.
Services
Tax Preparation
Accounting Services
Payroll Processing
Bookkeeping
QuickBooks Support
Tax Resolution
Corporate Tax Returns
Amended Tax Returns
Details
- Year established: 2009
Highlights and features
- We offer 16 years of experience in accounting and tax services.
- Our team includes certified professionals with 25+ years of combined experience.
- We serve 500+ clients with personalized, relationship-driven solutions.
- We provide local expertise tailored to Charlotte and Mooresville businesses.
- Our streamlined processes ensure timely and accurate financial management.
What people say
Extremely thorough and professional
In good hands
Streamlined processes
Responsive and deliberate
Better understanding of taxes
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals, partnerships, and corporations. Our services include identifying deductions, minimizing liabilities, and ensuring compliance with tax regulations. Clients receive strategic guidance to optimize financial outcomes.
Payroll Processing
Our customized payroll solutions handle employee payments, tax withholdings, and regulatory filings. We streamline payroll management to save time, reduce errors, and ensure compliance with federal and state requirements for businesses of all sizes.
Bookkeeping
We manage accounts payable/receivable, bank reconciliations, and financial reporting. Our bookkeeping services maintain accurate records, track cash flow, and provide insights to support informed business decisions for long-term stability.
Tax Resolution
We assist with back taxes, amended returns, and IRS disputes. Our experts negotiate payment plans, resolve audits, and implement strategies to address tax liabilities while protecting clients' interests and financial health.
Accounting Services
We offer full-cycle accounting support, including financial statement preparation, budgeting, and advisory services. Our goal is to enhance financial clarity, ensure regulatory compliance, and empower clients to achieve their business objectives.
People
Tony Proctor
Firm Principal
Tony Proctor, EA, leads Proctor & Assocs. Tax Preparation Service with over 16 years of experience in tax and accounting. He specializes in strategic financial planning and client-focused solutions to drive business growth.
Kendra D. Hairston
CPA Manager of Accounting Services
Kendra D. Hairston, CPA, oversees accounting operations with 25+ years of expertise. She ensures accurate financial reporting and compliance while delivering actionable insights to support client success.
Questions
What tax services do you offer?
We provide individual and corporate tax returns, amended returns, back tax resolution, and strategic tax planning to minimize liabilities for residents and businesses in Charlotte.
Do you handle payroll tax services?
Yes, we manage payroll tax filings, withholdings, and compliance to ensure accurate employee payments and adherence to federal and state regulations for small to mid-sized businesses.
Can you help with business startup accounting?
We offer startup accounting guidance, including entity selection, bookkeeping setup, and tax compliance to establish a strong financial foundation for new businesses.
Are your services available remotely?
Yes, we provide secure online portals for document sharing, paystub access, and client communication to serve clients beyond our Charlotte and Mooresville locations.
What sets you apart from other accountants?
We combine 16 years of local experience with personalized service, certified expertise, and a commitment to simplifying financial processes for long-term client success.
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