Angel Financial Services LLC
It’s free with no obligation to hire
Hired 5 times
6 years in business
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12 photos and 2 videos
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Individual Tax Preparation
Angel is absolute wonderful! She responded very quickly and provided the accounting service we needed - we needed it in a rush - within 24 hours!! In addition to the excellent service, she is very patient and kind, taking the time to explained to us all the procedures as well as what we need. Always very quick with her replies. At the conclusion of the service, she even helped us find out we have some unclaimed tax withheld, which was not part of the intended service. We appreciate professionals who hold a friendly demeanor and provide their service with integrity and quality -- Angel is such a professional. We would recommend her without reservation. Thank you, Angel! -- from XZ & TMJan 6, 2017VerifiedAngel Financial Services LLC's reply
I am so glad that I was able to help. I know what it's like to need professional services quickly. I have a special place in my heart for students and appreciate that you can use a break sometimes. Best to you for a prosperous future!
I was looking for a financial professional to help me better understand my finances and what I need to do to have good financial health. I found that in Angie Toney. She is an experienced CPA with an outstanding wealth of knowledge and a true willingness to help others get control of their finances, not just to survive, but to thrive. I would recommend Angie to anyone who needs financial advice and guidance, big or small. You won't be sorry!!!!Jul 15, 2016VerifiedAngel Financial Services LLC's reply
It was awesome meeting you, Alan. Congratulations on taking charge of your finances! I look forward to working more with you and I am so happy that you found our session valuable. I see great things in your future!
Individual Tax Preparation
Ms. Toney was a breathe of fresh air for us. She was very knowledgeable, very thorough and worth every penny. I would recommend her to everyone.Sep 11, 2016VerifiedAngel Financial Services LLC's reply
It was a pleasure to work with your beautiful family.I hope this is the beginning of a long relationship as we grow together in wealth.
Angel Financial Services has done my taxes for the past few tax years. Angie has gotten me great refunds, legally! She explains in detail my best options and allows me to make informed choices for my best interest! Angie also provides excellent financial advice on how to save and minimize taxes for the future!Jun 15, 2016Angel Financial Services LLC's reply
I want the best for you and your family and it has been a pleasure to work with you the past few tax seasons. Thank you for your continued support!
Angie helped my sister and uncle to secure affordable healthcare. She also helped me to understand how to become financially free and to get proper protection.Jun 13, 2016Angel Financial Services LLC's reply
It was awesome working with you and your family. People who take charge of their financial future rank highly with me. I am so proud of all of you for protecting yourselves.
License Type: Certified Public Accountancy (NY)
- What should the customer know about your pricing (e.g., discounts, fees)?Most workshops and educational events are complimentary. We feel that education should be free and is the foundation for changing the mindset and becoming financially free. If a client has more serious debt and tax issues, then a customized pricing plan will be recommended. Because credit repair and IRS resolution can vary in severity, no one price can be determined for all. If clients choose to purchase insurance or other products, illustrations and quotes are prepared for the clients' consideration.
- What is your typical process for working with a new customer?We have a free consultation and complete a questionnaire and/or intake form to see where a client is with regards to financial situation. If we are a good match for working together, we create a plan for resolving any financial problems and move on to building wealth. Clients have to be coachable and be prepared to take responsibility for their situation. If they just want to pay money to have someone "fix" their situation, then we're probably not the right solution for them.
- What education and/or training do you have that relates to your work?The principal, Angie Toney, has over 25 years experience in Finance and Auditing. She is well trained in money management and tax strategies. Angie is also trained in holistic coaching so that clients will feel comfortable dealing with this most sensitive part of their life. She has a high standard for ethics and integrity and is a certified fraud examiner. Angie also works with a team of coaches who can help with training and product delivery.