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Client Review on Toyer Wealth Management

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We were excited to work with Toyer Wealth based on several positive referrals, but through the course of this last tax season, we discovered three big mistakes that made our taxes off by almost $5000.00. We couldn't get prompt responses or resolution so I finally had to go in and sit in his lobby to get things moving forward. I learned it was a staff member who made the mistakes which was concerning. Had I not raised the right questions, these mistakes could have been damaging to our family. If this process had been delayed any further, it could have also cost us our medical coverage. Rob did the right thing in the end by fixing it and not charging so I'm giving three stars instead of one.

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