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Tolan & Associates

5.0 (6 reviews)

Services - Tolan & Associates

Current year tax preparation and filing

Past year(s) tax preparation and filing

Audit and conflict resolution support

1 More Service

Tax planning

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5 years ago

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4 years ago

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9 years ago

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8 years ago

Tolan and Associates have done my personal and business taxes for over 40 years. They are exceptional. I recommend them without hesitation.

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9 years ago

I have used David for over a decade. Always have done exceptional work for me year after year.

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10 years ago

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SB Tax Pros

SB Tax Pros

(11 reviews)

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

Tolan & Associates - taxservices - Updated May 2026

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