Capabilities

Proctor & Assocs. Tax and Bookkeeping Service, Inc. is a trusted financial partner to nearly 2,000 clients across the Carolinas and beyond. Headquartered in Charlotte, NC, with a second location in Mooresville, the firm has been helping clients gain clarity and control over their finances since 2007, when Tony Proctor, EA founded it with a mission to serve and empower.

At our core, Proctor & Assocs. is about empowerment through clarity. The firm’s mission is to spark financial confidence and growth through time-tested, one-on-one guidance and accounting solutions tailored to individuals, entrepreneurs, and small businesses.

As a Black-owned, HUB- and SBE-certified firm, Proctor & Assocs. is proud to support diverse communities and advance financial literacy, equity, and sustainability through its work.

Core Values
Education – We equip clients with knowledge, not just numbers.
Relationship – Every client is treated like family.
Reliability – Consistent, accurate, and timely service.
Drive – A relentless commitment to client success.

“We go beyond the numbers—because our clients’ peace of mind is the real bottom line.” – Tony Proctor, EA

Core Competencies

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Proctor & Assocs. delivers a full suite of financial services with a focus on accessibility, accuracy, and strategic insight:

- Tax Services
  - Individual & Business Tax Preparation
  - Corporate Tax Returns
  - Amended & Late Filings
  - Tax Resolution & Back Taxes
- Accounting & Bookkeeping Services
  - Monthly/Quarterly Bookkeeping
  - Financial Reporting & Analysis
- Payroll Services
  - Payroll Processing
  - Payroll Tax Compliance
- QuickBooks® Services
  - Setup, Training, and Support
- Business Consulting
  - Entity Selection & Startup Guidance
  - Financial Literacy Coaching
  - Entrepreneurial ___ Training

The Proctor Advantage

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Big firm solutions, hometown experience – Clients receive enterprise-level service with a personal touch.
Education-first approach – Every engagement is an opportunity to build financial literacy and confidence.
Industry versatility – From real estate agents to clergy, from barbershops to nonprofits, the firm adapts to each client’s world.
Technology-forward – Leveraging tools like QuickBooks Online, secure portals, and virtual consultations to streamline service.‍
Community-rooted – Actively involved in financial education initiatives and small business development across the region.

Corporate Data

Legal Name: Proctor & Assocs. Tax and Bookkeeping Service, Inc.
D-U-N-S - 067962468
CAGE - 985W3
NAICS Codes: 541213 (Tax Preparation Services), 541219 (Other Accounting Services), 541214 (Payroll Services), 541611 (Administrative Management and General Management Consulting Services), 611430 (Professional and Management Development Training)
Contact: 704-385-1040 | www.proctortaxprep.com

Capabilities Statement

Meet Our Team

Core Competencies

The Proctor Advantage

Corporate Data

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