Tax Preparation In Wallingford

Toomey Investment Management Inc.

420 Center St, Wallingford

Sun Closed

“This is posted by Tim Witham- I have been with Toomey about 8 months and have found it to be extremely positive. Assisted with change of retirement from 401K to IRA with good growth through the year. Much better results than with Voya or Empower. Assisted with redirecting 30 year old life insurance policies to annuities. Great move. Austin also was very knowledgeable in helping with MediCare parts B and C. Found his fees to be very fair for services rendered. I am retired engineer not a financial guy, and Toomey is just what I need in retirement planning.”

Walker Advisory, LLC | CPA: Certified Accountant – Bookkeeper – Business

8 Fairfield Blvd, Wallingford

Sun Closed

“I cannot say enough great things about this firm. We had a long, complex history with various problems that no other place could fix or get straightened out. This is literally an office of geniuses. They are the perfect blend of professionalism yet being sensitive to our situation. Could not recommend any higher!”

Saas William J CPA

350 Center Street, Wallingford

“Bill Saas and his firm have been representing my family for generations. He's honest, responsive, trustworthy with confidential information and a brilliant tax adviser. We could not have navigated life's ups & downs & little surprises without Bill. We will continue as loyal and grateful clients!”

Duffy & Ziaks LLC

64 Thompson Street, East Haven

Sun Closed

“My family has been using Lance to do our taxes for over 20 years and we greatly appreciate his concern and professionalism.”