Services Offered
Tax Preparation
Comprehensive tax return filing for individuals and businesses, including complex multi-source income scenarios.
Financial Planning
Personalized guidance and strategies to help clients achieve long-term financial goals and optimize tax outcomes.
Tax Counseling
Expert advice and prompt answers to tax-related questions, ensuring clarity and compliance with regulations.
Online Return Review
Efficient digital system for reviewing, signing, and filing tax returns with secure data capture and auto-signature features.
Business Tax Services
Specialized support for business returns, extensions, and financial planning tailored to corporate needs.
Reviews
4.2(5 reviews)
Rating Distribution
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Raine Parker
via Google
3 months ago
Out of 5 business and 1 personal return, only 1 business return was drafted correctly. We asked for the corrections to be made. Come to find out a month after filing when we finally got copies of the returns as filed they filed the incorrect draft versions.
J
John Barriervia Google
10 months ago
Dennis Seigfried was the CPA assigned to do our taxes. He was great. He spent time with us to understand our issues and asked good questions which allowed him to complete the most accurate return. After our meeting he continued to communicate with us in a timely manner and was very responsive to our subsequent phone calls. We will definitely reconnect with him for our 2025 return.
J
Jay Wurtsvia Google
10 months ago
Dennis Seigried of M&T prepared my tax returns for the last two years, the first year being fairly complex due extension deadlines and multiple business income sources, the second more straightforward, with data entry performed by his EA associate. With help of the company's data capture planner, things went quickly and smoothly. Their online return review, auto signature/initial system, and filing method is efficient and easy to use. I recommend them for anyone seeking a preparer for similar tax counseling and filing services.
J
Julia VHvia Google
11 months ago
Jim Toel is fantastic: he is knowledgeable, professional, kind, and efficient. Anytime we have had a question or needed guidance, Jim has been there with prompt and clear answers. His extensive experience combined with his positive personality make Jim the go-to for all of our tax and financial planning needs. I highly recommend Jim and his team for yours as well!
H
Heidi Schepisvia Google
12 months ago
Dennis Siegfried at McAvoy & Toel has prepared our taxes for a couple of years now and we are very happy to be working with him. He is knowledgable, detailed, and answers all our questions quickly and clearly. I feel we are in really good hands with all the staff at McAvoy & Toel, and highly recommend Dennis for tax preparation based on personal experience.
