Toone & Associates

On tax day, it was discovered that Toone & Assoc had both my ssn and address incorrect. In speaking with Bruce Toone (at 4pm on tax day) he assured me it was no big deal, the return hadn't been filed & that they would correct the errors. Seconds later (while still on the phone with Bruce Toone) I received an auto generated email confirmation from Toone & Assoc that the return had been filed (with the incorrect information and without my approval). Bruce continued to say that the return hadn't been filed and finally conceded that it had indeed been filed but that it would be corrected. Toone made no effort to have the return corrected. The IRS flagged the return as potentially fraudulent and I have spent the last three years untangling the mess created by Toone. The first step in untangling the mess was to provide the IRS with details from the return but Toone failed to provide me with a copy of the return & didn't reply to either emails nor voice mails, saying later that Bruce was out of state for a period of time. Six months later, I was finally able to receive a copy of the return and begin the process of straightening things out.
Sep 15th, 2022

Hi ....is this firm downsizing. I am confused. I got a letter saying they will not my taxes because they are downsizing so does that means they are probably closing that office They did a decent job but I am wondering what happened
Jun 18th, 2022

Toone and Associates have done a great job with our personal federal and state taxes! We are satisfied and grateful! Also, I want to add that Elsa Ong, a staff member of Toone and Associates is a SUPERSTAR! She is really good! Elsa does excellent work for my family and me.
Jun 5th, 2022

If I could give this firm 0 stars I would. The unprofessionalism my husband and I experienced is unprecidented. Not only did they preliminarily accept us as new clients, they failed to communicate appropriately (after receiving all of our sensitive information) and then told us they were no longer taking new clients. Additionally, associate Amanda (who did not disclose her last name) hung up on me when I was expressing my dissatisfaction. Some of the other reviews mention they are unethical, incompetent, and non-responsive. These adjectives are right on point. I almost want to go so far as to say they detect the COLOR of my voice and this is what prompted their rudeness. Nevertheless, BEWARE and do your homework. Next stop...The BBB!!!
Mar 11th, 2022

Toone & Associates has been our family's accountant for over 20 years. They are always professional, responsive and thorough. When I started my own small business, the team at Toone was invaluable in helping me understand the tax implications, and how to effectively plan. 5 stars!
Nov 27th, 2021