Proctor

read moreAt Proctor Company, we provide a personal approach to our financial and business consulting relationships. We're passionate about your life's journey. For over 25 years, we've helped our clients define and achieve success. We've kept our firm to a size that allows us to have ongoing communications with each and every client on a one-to-one basis.

read moreIf you value a more personal approach to a financial or business consulting relationship, Proctor Company is for you. Our success stems from the personalized attention we give our clients. We create lifelong relationships built on integrity and trust, and enjoy the people we work with and for. We combine experience and expertise with something you might not expect from a bunch of number crunchers: a casual, comfortable, approachable personality. Tim founded Proctor Company in 1982. He offers a wealth of expertise in specialized tax, professional practice valuation, practice management and accounting services for dentists, physicians and other professionals.

read moreWe offer a wealth of expertise in financial statement preparation and reconciliation services. We then go a step further: we help you interpret this data and how it relates to the financial health of your business. We help ensure you have an accurate picture of your cash flow at all times. If needed, we can help you clean up your general ledger and improve your general ledger knowledge. We do not perform audits. Numbers are one of the areas we know best. We can free up your time to do what you do best - care for your patients or clients - while we take care of the things that aren't a cost-effective use of your time.

read moreWhat are internal controls? This is simply a phrase to describe the policies and procedures in place that help ensure accurate and ethical financial transactions in the workplace. Fraud and abuse can occur in any setting, and internal controls are the best way to safeguard your assets and protect yourself and your employees from this type of misconduct. We help you establish or refine standard-setting policies and procedures for your business, based on your office needs. This translates into peace of mind and efficient business operations.

read moreWe provide federal and state income tax preparation for individuals, corporations and partnerships. We also offer expertise in trust, estate and non-profit tax concerns, as well as retirement plans and various state and city payroll and business taxes. Tax laws and regulations change constantly. We work hard to stay abreast of the most current information and to interpret and communicate pertinent changes for our clients. What excites us is that we can also do so much more. We can help you determine the most appropriate tax entity for your business, offer strategies for income tax planning and help you understand the tax implications of your investments.

read moreFrom start-up to retirement, we provide services tailored to your unique needs. We provide assistance for new businesses, from obtaining financing to determining operational and cash flow projections. We can help you determine the right tax entity for your business and help with tax registrations, fee schedules and other associated business operations. We can assist you in determining appropriate employee salary and benefits based on primary and secondary market research. We can administer retirement plans.

read moreWe provide comprehensive financial and business consulting services and tailor them to your unique needs. Know that compliance and confidentiality are at the top of our priorities. We provide Federal and State Income Tax consultation and preparation for individuals, corporations and partnerships; as well as trust, estate, non-profit and payroll taxes. We can prepare your compiled or reviewed financial statements, along with post facto payroll, bank reconciliation and accounts receivable comparisons, as well as federal and state year end reports.

read moreWe are able to custom-design your retirement plan. Before we set up a plan, we will provide you with an employer/employee allocation and a proposal of the plan we feel will best meet your needs. We will also review your plan annually to ensure that the maximum benefit is available to you and provide you with recommendations for changes if necessary. We outsource plans with more than 100 employees for required audited financial statements.