Preparing tax returns can be a complicated process with the ever changing tax laws. With years of experience in all facets of tax preparation, we are here to help! Our staff is highly experienced with years of tax preparation, audits and payroll services. Use our experience to help you maximize your refund and understand exactly how to move forward responsibly with your financial portfolio. Many bank credit applications have specific requirements for financial information. Perhaps all you really want is timely, accurate financial information.
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Tobyco Services, Inc. is a provider of solutions to tax related issues and business problems rather than simply a provider of compliance and compilation work. If you have a problem or a pain you would like solved or prevented from occurring, you should schedule a consultation. Behind every client is a person.
Alfredo has been preparing quality tax returns with Tobytax for many years. He is one of the pioneers of Tobyco Services, Inc. Alfredo, known as Freddo by most, works year round at the office. When Freddo is not working on taxes, he spends quality time with his son, Aidan. They both enjoy spending time fishing, riding bikes and discovering new things around town.
We will prepare your federal and requested state income tax returns from information that you furnish us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you, on request, with organizers and/or worksheets to guide you in gathering the necessary information.
While keeping track of your business's finances may seem overwhelming, it's not that hard when you know the basics of accounting and bookkeeping. Tobyco Services, Inc. provides complete outsourced bookkeeping services to small and mid-sized businesses. The accounting process is one of the easiest business processes for a company to outsource.
Reviews (23)
Christian Garcia
Jun 07, 2022
Avoid at all cost, toby is always away from office, he never answers the phone only his assistant, and they always promise a call back, that never happens. Has been almost 3 months and have not heard or received my taxes, Ive gone to his office mutiple times and hes never there, ive been calling almost every day, and goes to voice mail. my last option is to report him and his license to the irs or the bbc. Again avoid McDaniel taxes at all cost, unless you want him to take your money, and for him to never send your taxes out and ignore all your calls.
Mr. B.
Jul 30, 2020
Chris A.
Jul 23, 2020
Lauren Edelbrock
Jun 11, 2020
Jerome F.
May 27, 2020
Its been years since I have dealt with this company but I'm still suffering from their criminal business ethics. I went to Toby for years and back in 2013 I was audited by the IRS for every year I went to him. It is now 2017 and Im still paying back the fees that I owe. I haven't seen a tax refund since my audit. Toby needs to be sent to prison for tax fraud. In 2019 I finally got this all paid off. And this jerk is still in business. Blows my mind.
Michelle Magale
Jun 18, 2019
Matt H.
May 28, 2019
Robert J.
Feb 07, 2019
Roger Araujo
Feb 03, 2019
Jane Sidwell
Jun 29, 2018
Teresa G.
Apr 09, 2018
I had a 4:00 appointment at Toby Tax. I got there about 10 minutes early, Mr. Toby was with a client so I had a conversation with Terry his receptionist. As the client before me, left, he said he would be back with something he forgot. He was back right away and Toby got up, talked to him for a few minutes. As he was talking to this client, someone else comes in.
He starts talking to her, comes back into his office to get some tax info for this woman. His computer is very slow, but he finally gets what he needs. Then he goes out again and starts having a conversation. At 4:15 I got up and left. I explained to Mr. Toby, as I was leaving, that he should take care if his appointments first and let the walk-in's wait.
He starts talking to her, comes back into his office to get some tax info for this woman. His computer is very slow, but he finally gets what he needs. Then he goes out again and starts having a conversation. At 4:15 I got up and left. I explained to Mr. Toby, as I was leaving, that he should take care if his appointments first and let the walk-in's wait.
James H.
Mar 21, 2018
Bridget H.
Feb 16, 2018
Toby has some guy named Teri scheduling appointments. He contacted me a month ago and advised he made a scheduling error when he booked my appointment and needed to reschedule me. Due to my new job and.y working hours varies, I had to reschedule with Toby for Feb 16th. The morning of my appointments I could not find my electronic W-2 from my last employer or the college I am attending.
I had called back to see if Toby could see me the Tuesday which is only5 days away to give me time to locate the documents or obtain them with my resources. Teri advised Toby was mad and won't see me anymore. First of all, the first rescheduling was done on your part, secondly its not my fault you cannot get help. I see why nobody will work with you. I've been getting my taxes done here for over 6 years and you want to be a jerk due to lack of staff help. You lost not one customer but ill be having my son going elsewhere for his tax services as well.
I had called back to see if Toby could see me the Tuesday which is only5 days away to give me time to locate the documents or obtain them with my resources. Teri advised Toby was mad and won't see me anymore. First of all, the first rescheduling was done on your part, secondly its not my fault you cannot get help. I see why nobody will work with you. I've been getting my taxes done here for over 6 years and you want to be a jerk due to lack of staff help. You lost not one customer but ill be having my son going elsewhere for his tax services as well.
Heather L.
May 15, 2017
Kneeko C.
Mar 25, 2017
L. D.
Nov 03, 2016
Well, just got a letter from the state of California for 2011. Says I owe almost $400.00. So let's re-cap, shall we? I've been audited for my federal tax for the years 2010, 2011 and 2012. I've been audited by the state of California for 2011 and 2012! I have been paying payments for four years now and still owe close to $6,000! How is this jerk still in business? I live for the day this crook is put in jail!
Tina M.
Feb 20, 2016
Maja V.
Jan 13, 2016
Kristin B.
Jan 07, 2015
It occurred to me that I never followed up on this review. And I should. A little bit about my now-resolved IRS audits, without getting into too much detail. I felt stupid, used, naive. Sure, I was happy with this firm when I was under the impression my sizable tax returns were legit. Not the case, it turns out. For example, former employee Cheryl wrote off my commuting mileage, something that can only be done in certain circumstances that don't apply to me, and also failed to complete the proper paperwork for my home office even though we thoroughly discussed all things associated with my being an employee who works from home full-time; there was actually no proof in my 2011 tax return that I worked from home at all!
This and a number of other "errors" in my tax preparations point to a conclusion: some accountants will break all kinds of tax rules to secure big returns for clients. Big returns generally equal return business and good Yelp reviews, after all. Tax prep is a rare instance where I pay and trust an expert to take care of something I don't know much about.
I should have better educated myself. A lesson learned. Of course this establishment, despite its guarantee policy (scanned and uploaded for reference), went radio silent when it came time to reimburse me a relatively measly ~$1,000. No luck--and no surprise--there. I'll leave with this, a quote from a CPA who reviewed my audited tax returns: "The CPA who signed this should be shot."
This and a number of other "errors" in my tax preparations point to a conclusion: some accountants will break all kinds of tax rules to secure big returns for clients. Big returns generally equal return business and good Yelp reviews, after all. Tax prep is a rare instance where I pay and trust an expert to take care of something I don't know much about.
I should have better educated myself. A lesson learned. Of course this establishment, despite its guarantee policy (scanned and uploaded for reference), went radio silent when it came time to reimburse me a relatively measly ~$1,000. No luck--and no surprise--there. I'll leave with this, a quote from a CPA who reviewed my audited tax returns: "The CPA who signed this should be shot."
Dan M.
May 15, 2014
Please save yourself the nightmare of doing business with these people. I began doing business with Toby when he was with H&R Block. I was satisfied with the return he filed on my behalf, and when he opened his own business I followed him and filed returns there for several more years. Toward the end of 2012 I received notice that my 2011 return was being audited.
I had no idea what was ahead of me. I believed that since I had paid an (ahem) professional to file my return I would be fine. It seems my experience since then has been similar to many others. I have received no support from Toby's office, have had three appointments cancelled, and recently my wife has left messages for him every day for two months that have not been returned.
I went to the office to investigate and discovered most of the furniture packed up. The woman I spoke to said they were downsizing the office, and that they were unable to pay the interest and penalties accrued as a result of the inaccurate return because they are under investigation by the IRS and their assets have been frozen. Nevermind the $4000 plus I am now obligated to pay the IRS If you have not used this business before and are considering doing so, please save yourself.
They will ruin your life. Read others' reviews here, look them up on the Better Business Bureau's website (spoiler alert, they have an "F" rating and have stopped responding to the BBB's inquiries regarding complaints), and watch the following 10 news story about a woman who suffered a fate even worse than mine: http://www.10news.com/money/consumer/customers-say-san-diego-tax-preparation-business-resulted-in-audits-031114 After doing all this, hold onto your wallet and run screaming in the opposite direction.
If you have had the misfortune of filing a return here and are having an experience similar to mine and apparently so many others, please report them to the IRS by following this link and submitting form #14157: http://1.usa.gov/1hb0Dxt
I had no idea what was ahead of me. I believed that since I had paid an (ahem) professional to file my return I would be fine. It seems my experience since then has been similar to many others. I have received no support from Toby's office, have had three appointments cancelled, and recently my wife has left messages for him every day for two months that have not been returned.
I went to the office to investigate and discovered most of the furniture packed up. The woman I spoke to said they were downsizing the office, and that they were unable to pay the interest and penalties accrued as a result of the inaccurate return because they are under investigation by the IRS and their assets have been frozen. Nevermind the $4000 plus I am now obligated to pay the IRS If you have not used this business before and are considering doing so, please save yourself.
They will ruin your life. Read others' reviews here, look them up on the Better Business Bureau's website (spoiler alert, they have an "F" rating and have stopped responding to the BBB's inquiries regarding complaints), and watch the following 10 news story about a woman who suffered a fate even worse than mine: http://www.10news.com/money/consumer/customers-say-san-diego-tax-preparation-business-resulted-in-audits-031114 After doing all this, hold onto your wallet and run screaming in the opposite direction.
If you have had the misfortune of filing a return here and are having an experience similar to mine and apparently so many others, please report them to the IRS by following this link and submitting form #14157: http://1.usa.gov/1hb0Dxt
Nathaniel K.
Apr 01, 2014
This is the WORST business I have ever had to deal with. I am being audited because of taxes that I filed with them in 2010! Apparently they submitted my filing with faulty information. Now I have to provide to the IRS documents that prove that I was in school! I didn't even go to school that year! I now owe over $2000 because I was fooled by Toby Tax. Everyone I had sent to Toby as a referral have now been audited. STAY AWAY!
Nicole S.
Feb 01, 2014
Toby always got me amazing tax return money. That is until I was being audited for 2010 tax. I came to find out everything Toby was writing off; was not allowed to be written off. I had to pay the IRS $3500 back! Then I was audited for 2011 and sure enough, it was wrong. Im still waiting for that IRS bill to come in. He wrote off mileage, said I went to school when I didn't and much more. DO NOT GO TO HIM! HE IS A FRAUD AND YOU WILL BE AUDITED!
Nick H.
Jan 29, 2014
