Tax Preparations in Wallingford

“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.“

“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!“

“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!“