Business Details
Trusted Tax Services in San Diego
Founded over 25 years ago, Toby Tax has established itself as a trusted provider of comprehensive tax and financial services. Our team of seasoned professionals combines deep expertise in tax preparation, accounting, and business consulting to deliver tailored solutions that maximize client refunds while ensuring compliance with evolving regulations. We prioritize personalized attention, handling each case with the dedication and precision required to support informed financial decision-making.Our commitment to affordability ensures clients receive high-quality services without unnecessary costs. Specializing in audit assistance, payroll management, and legal document preparation, we serve individuals and businesses seeking reliable guidance through the complexities of financial and tax-related matters. With multilingual support and flexible scheduling, we strive to meet diverse client needs while maintaining the highest standards of professionalism.
Services
Tax Preparation
Bookkeeping
Audit Assistance
Payroll Services
Notary Services
Legal Document Assistance
Financial Statements
Contract Compliance
Tax Calculators
Identity Theft Restoration
Highlights and features
- We have 25+ years of experience in tax and financial services.
- Multilingual support available for Spanish-speaking clients.
- Comprehensive solutions spanning tax prep, audits, and bookkeeping.
- Free initial consultations to address client-specific concerns.
- Experienced team handles complex financial scenarios with precision.
Services
Tax Preparation
We prepare federal and state income tax returns using client-submitted data, ensuring compliance with current regulations. Our team handles personal, business, and correspondence returns while helping clients maximize refunds. Services include audit support and tax planning to minimize liabilities.
Bookkeeping
Providing outsourced bookkeeping for small to mid-sized businesses, we manage financial records and streamline accounting processes. Our services reduce overhead costs while maintaining accurate records for informed business decisions and tax compliance.
Audit Assistance
We offer audit support for federal tax returns, including identity theft restoration services. Our professionals guide clients through IRS inquiries, ensuring proper documentation and representation for tax-related disputes and compliance issues.
Notary Services
We provide notarization for loan documents, legal forms, and other official paperwork. Services include mobile notary with travel fees calculated per mile, remote online notarization, and standard office appointments for document verification.
Payroll Services
Our payroll management handles tax calculations, paychecks, and regulatory filings for small businesses. We ensure compliance with tax jurisdictions, deposit schedules, and reporting requirements to reduce administrative burdens for business owners.
People
Toby McDaniel
CEO
Toby McDaniel leads Toby Tax with expertise in tax strategy, financial planning, and client relations. He oversees compliance, notary services, and audit support while ensuring personalized attention to client needs.
Alfredo Higuera
Staff
Alfredo Higuera specializes in tax returns, payroll services, and Spanish-language client support. His role includes audit preparation and ensuring accurate financial documentation for individuals and businesses.
Joanna
Staff
Joanna manages customer relations and personal income tax filings while providing audit support and bilingual assistance to clients seeking reliable tax and financial solutions.
Questions
What tax services does Toby Tax offer?
We provide federal and state tax preparation, audit assistance, tax planning, and compliance support for individuals and businesses.
Do you offer bookkeeping services for small businesses?
Yes, we handle outsourced bookkeeping, financial statements, and payroll management tailored to small and mid-sized businesses.
Can you help with IRS audits?
Our audit assistance includes document review, IRS communication, and compliance guidance to resolve tax-related inquiries effectively.
What are your payment options?
We accept online payments through our secure portal. Contact us for additional payment inquiries.
Do you provide notary services?
Yes, we offer mobile and office-based notary services for loan documents, legal forms, and official paperwork.
Is there Spanish-language support available?
Yes, our staff includes bilingual professionals to assist Spanish-speaking clients with tax, payroll, and financial services.
