Proctor & Assocs. Tax and Bookkeeping Service

4.6 (32)
From Charlotte, NC
SinceSeptember, 2021

About
In essence, our connection with our clients is paramount. We assess your financial situation and collaborate with you to enhance your comprehension of your predicaments, meeting you at your level.

From a personal standpoint, I relish being able to offer essential assistance while also enlightening my community about vital elements in effectively managing finances.
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Reviews

Service as described 4.6
Communication 4.6
Punctuality 4.6
WJ
Tony's prompt responsiveness to our request to complete our tax return before a certain deadline was greatly appreciated. We value his ability to efficiently accomplish the task while providing helpful tips for staying current with the IRS. Additionally, his office staff were welcoming and amiable.
December 26, 2022
JH
My taxes are set to be done by me during the tax season.
December 13, 2022
SR
I was in urgent need of tax assistance before the extension deadline and Proctor & Associates responded promptly. They provided a clear explanation of each item and thoroughly searched for all possible deductions, all while maintaining a fast pace. I highly recommend Proctor & Associates for any of your tax needs.
July 31, 2022
JR
I had an excellent experience working with Proctor & Assocs. Initially, I believed that I would have a tax due, but to my surprise, I received a generous tax refund. Without hesitation, I would recommend their services to my family and friends.
July 27, 2022
SF
Completing my taxes was a breeze with the service provider who demonstrated exceptional ease to work with. Even though we fell short of achieving the anticipated amount of refund, I had a positive experience overall.
November 23, 2021