Compassionate tax and accounting solutions for businesses and individuals

Your tax and accounting stresses end here.

WHAT WE DO

An accessible suite of services to bring you peace of mind.

For Individuals & Families

For Businesses

01

Tax Planning and Prep

Go beyond filing and let us make sure you’re maximizing your refund

02

Work through your personal tax issues once and for all with the help of experts. Got a CP14 or CP2000? Read what it means first.

It’s time for you to relax

Services

01

Tax Planning and Prep

Maximize your business deductions, use tax law to your advantage, and increase your profits at year-end

02

Solve your IRS problems, get in compliance, and put an end to your tax stress

03

Accounting and Bookkeeping

Keep order in your internal finances and stay well ahead of government deadlines

04

CFO Services and Advisory

Get the executive financial guidance you need without the expensive full-time salary

Let’s put money back in your pocket, get you in compliance with the IRS, and plan for your financial future.

Do you feel like you’re working just to pay the government?

Take a deep breath. We’ve got you.

If you feel like…

Leave it to us. We want to solve your financial headaches.

We work with precision to see where you could be saving, where you could be maximizing, and where you may be in trouble.

WHO WE SERVE

Need effective, efficient, and empathetic tax solutions? You’re in the right place.

You’ve got a tax problem at home or at work? We’ll solve it.

We’ve found that the peace of mind we bring to our clients is just as important, if not more so, than the services we provide. We’ll listen to you, judgment-free, and work together as partners to figure out the best solutions to your financial problems.

Monthly Tax summery

Our Mission

To provide you with tax strategy, accounting solutions, and peace of mind through our supportive client relationships.

Angie

ABOUT ANGIE TONEY, CPA/PFS

We’re your tax and accounting oasis

Let that stress evaporate…you’re in good hands.

Oasis Tax Advisory Services is led by Angie Toney, CPA/PFS, a Forbes Best-in-State CPA who spent three decades in corporate audit before building a practice around tax strategy, tax planning and preparation, and IRS representation. The results we get for clients come from that background.

We’re more than just experts in the finance industry – we’re problem solvers, critical thinkers, time savers, and stress relievers. We take the time to listen and tailor our services to each client’s individual needs.

We think it’s so important to have tax professionals you can trust completely, and it’s our goal to form that partnership with each of our valued clients.

Don’t take our word for it. Hear what our clients have to say :

Check out our Oasis Learning Center for valuable financial information, money-saving tips, and the latest tax news. 

Tax Planning

The Five Tax Mistakes I See Physicians Make (and What Fixing Them Is Worth)

You spent a decade learning to practice medicine. Nobody spent a week teaching you how your income gets...

Read More
Bar chart comparing deductible retirement contributions for a practice owner in 2026: 401(k) deferral, 401(k) with profit sharing, and adding a cash balance plan
Tax Planning

Fix Missed Inherited IRA RMDs Before December 31: Penalties, Form 5329, and the 10-Year Rule

If you inherited an IRA from a parent or another relative after 2019, there is a good chance...

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Bar chart showing the excise tax on a missed inherited IRA RMD of $10,000, $20,000 and $40,000 at the 25% rate, the 10% corrected rate, and $0 with a reasonable-cause waiver
Tax Planning

What Is a Cash Balance Plan, and Is It Worth It? A 2026 Guide for Business Owners

You max out your 401(k) every year. Your business had a strong year. And you still wrote a...

Read More
Bar chart comparing approximate annual cash balance plan contributions by owner age (40 to 60) against 2026 401(k) employee deferral limits, Oasis Tax Advisory Services

Ready to save money and stress less?

Let’s chat to see how we can help.