Tax Services

At Proctor & Assocs., we serve the Charlotte, Mooresville and surrounding areas with a wide variety of tax services that are tailored to your specific situation. We go beyond preparing tax returns for individuals, partnerships, small businesses, and corporations. We provide the advice, recommendations, and guidance you need, so you can minimize your tax liability by taking every legitimate deduction possible. As your tax accountants, we work for you, not the federal, state, and local taxing authorities.

Book an Appointment
(805) 691-8000

Tax Services That Fit Your Needs

Starting at $425
Bronze
Starting at
$425

Simple, accurate, worry-free tax filing for Individuals and Families.

Bronze Includes:
✔ 1040 Tax Prep
✔ Video Tax Review
✔ Expert Support (Jan thru April)
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Get Started Today
Silver
Starting at
$750

Reliable tax prep and guidance for Side Hustles & Solopreneurs.

Silver Includes:
✔ 1040 + Business/Rental Tax Prep (One Entity)
✔ Video Tax Review
✔ Expert Support (Jan thru April)
✔ Safe Harbor Quarterly Guidance
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Get Started Today
Starting at $750
Gold
Starting at
$2,500

Proactive tax planning for the next stage of Growing Business Owners.

Gold Includes:
✔ Everything in Silver, plus
✔ 1:1 Meeting
✔ Tax Planning Annual Review
✔ Audit support
✔ Strategic planning
✔ Priority turnaround
✔ Manager/VP contact
✔ IRS notice support

Get Started Today
Starting at $2500

Additional Add-On's

  • S-Corp/Partnership Filing

  • Additional State Returns

  • Schedule C

  • Schedule E

  • Rush Filing

  • Strategic Consulting

Our Tax Services

Corporate Tax Returns
We can assist you with the timely preparation of corporate tax returns each year and planning throughout the year.
Back Taxes
If you owe back taxes, contact us to learn the options available to get you back on track.
Amended Tax Return
Our tax services include preparing an amended tax return when a mistake was made on the original return.
Individual Income Tax Returns
Take advantage of our experience and resources for accurately-prepared federal and state income tax returns.
Tax Resolution
We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Late Tax Filing
Late tax filing doesn't have to be a difficult process.
E-Filing Income Tax
Electronically file your taxes to receive your refund faster.

FAQ's About Our Tax Services

Why should I consider professional tax services?
Do you also handle payroll tax services?
Can you help me with tax services related to business startup?

Let's Get Connected!

We have a team available to take your tax and accounting tasks off your hands, today. Send us a message or call us at 704-385-1040.

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704-385-1040

9115 Harris Corners Pkwy, Suite 165
Charlotte, NC 28269

294 W. Plaza Dr, Suite H-8
Mooresville, NC 28117

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