Insights

Small firm niche Target the firm as a boutique provider serving small businesses and individuals with personalized tax, accounting, and payroll services, offering scalable packages that fit tight budgets and simpler compliance needs.

Cross-sell opportunities Leverage their focus on financial literacy by proposing educational workshops, budgeting tools, and advisory services that pair with tax prep and payroll to deepen client value and increase retainer-based engagements.

Tech-enabled efficiency Position cloud-based workflows and secure data integration (AWS, Cloudflare, WordPress, Microsoft 365) as a selling point for modernizing back-office processes, reducing turnaround times, and improving client portal experiences.

Revenue scale potential With revenue in the lower mid-range for financial services, present scalable solutions (automation, payroll compliance, tax provisioning) that grow with them as they add clients and expand services.

Competitive positioning Differentiate by highlighting personalized service, education-driven engagement, and cost-effective payroll and accounting support that rival larger firms like H&R Block or ADP on a smaller, more agile platform.

Proctor & Assocs. Tax, Accounting, and Payroll Services Tech Stack

Proctor & Assocs. Tax, Accounting, and Payroll Services uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, WordPress, and more. Explore Proctor & Assocs. Tax, Accounting, and Payroll Services's tech stack below.

Amazon Web Services

Cloud Hosting

Cloudflare CDN

Content Delivery Network

WordPress

Content Management System

Mailchimp

Microsoft 365

Webflow

Page Builders

Cloudflare Bot Management

Security

prettyPhoto

Web Tools And Plugins

Proctor & Assocs. Tax, Accounting, and Payroll Services Email Formats	Example	Percentage
First@proctortaxprep.com	John@proctortaxprep.com	75%
First.Last@proctortaxprep.com	John.Doe@proctortaxprep.com	25%

Proctor & Assocs. Tax, Accounting, and Payroll Services Email Formats

Example

Percentage

First@proctortaxprep.com

John@proctortaxprep.com

75%

First.Last@proctortaxprep.com

John.Doe@proctortaxprep.com

25%

Frequently Asked Questions

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's phone number?

You can contact Proctor & Assocs. Tax, Accounting, and Payroll Services's main corporate office by phone at

+1-704-385-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's official website and social media links?

Proctor & Assocs. Tax, Accounting, and Payroll Services's official website is proctortaxprep.com and has social profiles on LinkedIn.

How much revenue does Proctor & Assocs. Tax, Accounting, and Payroll Services generate?

As of October 2026, Proctor & Assocs. Tax, Accounting, and Payroll Services's annual revenue is estimated to be $1M - $10M.

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's SIC code and NAICS code?

Proctor & Assocs. Tax, Accounting, and Payroll Services's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Proctor & Assocs. Tax, Accounting, and Payroll Services have currently?

As of October 2026, Proctor & Assocs. Tax, Accounting, and Payroll Services has approximately 3 employees across 1 continents, including North America. Key team members include Owner: S. P., Manager Of Accounting Services: K. D. H. and Tax Manager: K. K. Explore Proctor & Assocs. Tax, Accounting, and Payroll Services's employee directory with LeadIQ.

What industry does Proctor & Assocs. Tax, Accounting, and Payroll Services belong to?

Proctor & Assocs. Tax, Accounting, and Payroll Services operates in the Financial Services industry.

What technology does Proctor & Assocs. Tax, Accounting, and Payroll Services use?

Proctor & Assocs. Tax, Accounting, and Payroll Services's tech stack includes Amazon Web Services, Cloudflare CDN, WordPress, Mailchimp, Microsoft 365, Webflow, Cloudflare Bot Management and prettyPhoto.

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's email format?

Proctor & Assocs. Tax, Accounting, and Payroll Services's email format typically follows the pattern of First@proctortaxprep.com. Find more Proctor & Assocs. Tax, Accounting, and Payroll Services email formats with LeadIQ.

When was Proctor & Assocs. Tax, Accounting, and Payroll Services founded?

Proctor & Assocs. Tax, Accounting, and Payroll Services was founded in 2007.

Proctor & Assocs. Tax, Accounting, and Payroll Services

Q: What is Proctor & Assocs. Tax, Accounting, and Payroll Services's NAICS code?

Proctor & Assocs. Tax, Accounting, and Payroll Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesNorth Carolina, United States2-10 Employees

Proctor & Assocs. Tax, Accounting, and Payroll Services is a small financial services firm based in Charlotte, North Carolina. Its offerings span tax preparation, accounting, and payroll, integrated within its bookkeeping practice.

The firm provides customized solutions intended to help clients manage personal assets or business capital more effectively, supporting financial literacy and informed decision-making. Its services are aimed at clients seeking professional assistance with tax, accounting, and payroll to support financial administration. The company sits in the accounting and bookkeeping segment of the financial services industry.

Insights

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