McAvoy & Toel Tax Advisors

Name: McAvoy & Toel Tax Advisors
Address: 10733 North Frank Lloyd Wright Boulevard, Scottsdale, AZ, 85259, US
Telephone: (480) 991-7576
Price range: $$$
Rating: 4.6

McAvoy & Toel Tax Advisors — Knowledgeable, responsive tax guidance in Scottsdale.

4.6(21 reviews)

accountant

$$$

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About

McAvoy & Toel Tax Advisors in Scottsdale offers tax preparation, counseling, and financial planning guidance. Clients praise the team for knowledge, professionalism, and responsive service, with Jim Toel and Dennis Siegfried noted for clear answers and thorough tax work. The firm uses a data capture planner, online return review, and e-signature to streamline filings. Most reviews are positive, though one note cites a drafting error.

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Location

10733 N Frank Lloyd Wright Blvd ste e-201, Scottsdale, AZ 85259, USA

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Information

10733 North Frank Lloyd Wright Boulevard

Scottsdale, AZ, 85259

(480) 991-7576 northscottsdale-cpa.com/

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Services

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.

4.60 · 21 reviews

Overall rating

Bryan Martin

via Google

· 6 months ago

Kayla was knowledgeable, responsive, and made everything simple. Highly recommend!

Carolyn W

via Google

· 7 months ago

Friendly, very knowledgeable, prompt returning queries.

Nika Kordi

via Google

· 7 months ago

I originally tried doing my own taxes through TurboTax, but it was really confusing, so I decided to hire someone through their service. Unfortunately, it felt like he didn’t really know what he was talking about and even told me I owed the state money. I then came here and worked with Kayla Kauaa, and the experience was completely different. She handled both my previous and current year taxes, explained everything clearly, and I actually ended up getting money back. The entire process was smooth and stress-free. Kayla answered all of my questions quickly and thoroughly, and I felt confident everything was done correctly. I highly recommend her services!

Alex Malaterre

via Google

· 7 months ago

I had an amazing experience filing my taxes with Kayla Kaaua. She made the entire process incredibly easy, stress-free, and straightforward from start to finish. Kayla was professional, knowledgeable, and took the time to explain everything clearly so I felt confident and informed every step of the way. What really stood out was how organized and efficient she was. she handled everything quickly while still making sure every detail was accurate. She was always available to answer my questions and made what is usually a stressful process feel simple and manageable. I highly recommend Kayla Kaaua to anyone looking for reliable, friendly, and expert tax assistance. I will definitely be returning next year!

M Moss

via Google

· 7 months ago

Kayla is very professional, friendly and responsive. Her results to completing my tax returns was excellent.

Mischa Renner

via Google

· 7 months ago

They prepared my federal and AZ tax returns. I received correction notices from the IRS and Arizona for errors in the returns and then I had to ask them to file amended returns for both federal and state taxes for another error. This was a total of five mistakes, including one I found prior to filing.

Summit Wealth Group, located at 14500 N Northsight Blvd, Suite 112 in Scottsdale, AZ, is a fiduciary wealth and financial planning firm. Clients praise knowledgeable advisors, notably David Newby and Scott Marks, for attentive, responsive service and clear guidance. The team covers investments, estate and tax planning, with access to CPAs and attorneys—a true one-stop shop.

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