Dedicated Tax Guidance and Financial Solutions
Toby Tax Book, a division of Toby Services, Inc., provides personalized tax preparation, planning, and financial services to individuals and businesses in San Diego and surrounding areas. With over 25 years of expertise, our team of experienced professionals is committed to helping you achieve your financial goals and navigate the complexities of the tax landscape.
Our Expertise
We offer a comprehensive range of services to address your unique financial needs, including:
Tax Preparation & Compliance
- Individual and business tax return preparation
- Electronic filing assistance
- Representation before the IRS
- Audits and tax planning strategies
Financial Planning & Accounting
- Financial planning and budgeting
- Bookkeeping and financial statement preparation
- Payroll processing and compliance
- Business plan development and consultation
Specialized Services
- Contract compliance audits
- Notary services
- Business valuation and litigation support
- Tax management and consulting
Client-Focused Approach
We believe in building strong relationships with our clients. We take the time to understand your individual needs and provide personalized guidance every step of the way. Our dedicated team is committed to:
- Accessibility: Prompt and personalized communication
- Transparency: Clear and concise explanations of your financial situation
- Efficiency: Seamless and timely processing of your tax filings and financial services
- Value: Affordable and competitive fees
Meet Our Team
Led by experienced CEO Charles (Toby) McDaniel, our team comprises seasoned professionals with deep knowledge and expertise in tax preparation, accounting, and financial planning. We are committed to providing personalized attention, responsive communication, and results-oriented solutions.
Schedule Your Consultation Today
Whether you require assistance with your personal taxes, business finances, or require comprehensive financial planning, Toby Tax Book is here to guide you. Contact us today and schedule a consultation with one of our experienced professionals.
Overview
The reviews for Toby Tax are overwhelmingly negative, with a majority of reviewers sharing their dissatisfaction and frustration with the services provided. Many reviewers have had issues with the tax preparer, Toby, citing unprofessional behavior, dishonesty, and poor customer service.
Common Issues
Many reviewers have reported issues with Toby's professionalism and attitude, with some reviewers calling him unprofessional, dishonest, and rude. Several reviewers have also had issues with scheduling appointments, with some reporting that Toby failed to keep scheduled appointments or failed to return phone calls and emails.
Tax-related Issues
Many reviewers have reported issues with their taxes, including audits, unpaid taxes, and difficulty in understanding or resolving their tax issues. Some reviewers have reported being audited by the IRS or state tax authorities, with one reviewer stating that they have been paying taxes for four years and still owe nearly $6,000.
Customer Service
Reviewers have reported poor customer service, with some reviewers stating that they were unable to get in touch with Toby or his staff, or that they were not helped in resolving their issues.
Conclusion
Overall, the reviews for Toby Tax are overwhelmingly negative, with many reviewers sharing their dissatisfaction and frustration with the services provided. It appears that Toby Tax has a history of poor customer service, professionalism, and accuracy, and it is recommended that potential clients explore other options for their tax preparation needs.
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