Our vision is to be recognized by our clients as being the premier tax and business services firm in the greater Charlotte region.

Welcome to Proctor & Associates

We serve a diverse clientele here in the Charlotte metro area. With over 10 years of experience, we offer tax preparation and bookkeeping services at competitive rates and client-focused attention. We listen to you and any concerns you present, and ask the right questions. The staff of Proctor & Assocs. takes the time to understand our client's goals and objectives. Not only do we strive to be the best in tax preparation and bookkeeping, but we are committed to our clients year-round for questions and/or consultations to ensure they're on the right track.

National Association of Tax Professionals

About Us

Proctor & Assocs. is a company completely dedicated to our clients. We give our clients personal attention, not only at tax time, but...

Our Services

We offer a wide range to tax preperation and bookkeeping services. From individual & small business returns to New business...

Special Offers

We are offering our clients an opportunity to save even more money by referring a friend to us. If your friend mentions your name and...

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Ready to get started! Let's start by scheduling a time to meet.

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Contact Us

Proctor & Associates
(Charlotte Location)
1914 J.N. Pease Place, Ste. 139
Charlotte, NC 28262
Proctor & Associates
(Mooresville Location)
125 East Plaza Drive, Ste. 116
Mooresville, NC 28115
Phone: (704) 385-1040