Proctor & Assocs. is a tax preparation, accounting, and payroll services company that provides custom solutions to help clients manage their personal assets or business capital. They have a QuickBooks Advanced ProAdvisor on staff for training and consulting. The team is known for their accuracy, reliability, and knowledgeable staff, with many clients praising their professionalism and thoroughness. Clients appreciate their prompt and professional customer service, as well as their ability to answer questions clearly and thoroughly. The staff, including Tony, are often described as friendly, helpful, and making clients feel at home when visiting. Proctor & Assocs. offers flexible scheduling, including virtual visits, and is committed to educating clients about their books. Their long-term clients have been working with them for several years, trusting their expertise for both business and personal tax needs. Overall, the firm is highly regarded for its attention to detail, excellent customer care, and dedication to providing personalized solutions for managing finances.
The staff is incredibly supportive and professional. The software used for online support needs a little improvement. In some cases it’s a bit inconsistent. But the staff is readily available to assist you. The software/program is the only thing keeping me from giving a 5 star rating.
Proctor & Assocs. provides excellent service. They have completed my complicated tax returns for 2 years and done an excellent job. I highly recommend them for any financial needs.
Tony and the team are extremely proficient and thorough. This is a business that helps you consider the best scenarios for maximizing your tax responsibilities, refunds, and vision as your business grows or faces challenges. Use them!
9115 Harris Corners Parkway Ste 165, Charlotte, NC 28269
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