About Mark Toney

A financial services professional with over 30 years' experience in providing common-sense tax, insurance and financial solutions. Happily married for over 45 years, having raised two sons, both married to girls named Carla. Go figure. :)

Professional Designations: 
• Enrolled Agent (EA) 
• Life Underwriter Training Council Fellow (LUTCF) 
• Fellow of the National Tax Practice Institute (FNTPI) 
• Accredited Tax Advisor (ATA) 
• Accredited Tax Preparer (ATP)

Specialties: 
• Employee benefits & retirement packages 
• Medicare health & drug plans for senior citizens 
• Strategic tax, insurance & retirement planning 
• Technical expertise in taxation and representing taxpayers before the IRS for audits, collections, and appeals.