Beyond Numbers: A Woman Teaching and Tackling Your Tax Worries

It’s 2.00am and you’re staring at another envelope from the IRS, your stomach churning as you wonder how this tax mess got so complicated. Your business is struggling, the penalties keep growing and you need someone you can actually trust – not just another suits-and-calculators professional who talks at you instead of with you.

That late-night worry is exactly what Angie Toney understands. As both founder of Angel Financial Services and CEO of Oasis Tax Advisory Services, she’s built her career around something that extends far beyond tax codes: helping people breathe again when their finances feel impossible.

The Woman Behind the Expertise

Angie’s recent recognition as Top Tax Resolution Expert of the Year for 2025 by the International Association of Top Professionals might sound impressive, but it’s her two-decade journey that tells the real story. She’s been on every side of the finance world – tax strategist, accountant, corporate auditor – which means she knows exactly what her clients are facing because she’s seen it from every angle.

Her path from auditor to mentor to CEO wasn’t accidental. Each role taught her something crucial about the gap between what people need and what they’re actually getting from traditional tax services.

Training Hearts Along with Minds

At Angel Financial Services, Angie doesn’t just train tax professionals on technical skills. She teaches them how to be both investigative and caring – a combination that’s rarer than you’d expect in the finance world. As an IRS continuing education provider and NASBA-registered instructor, she’s shaping the next generation of tax professionals who understand that their job isn’t just about numbers.

Her approach recognises something crucial: when someone calls a tax professional, they’re often scared. They’ve received threatening letters, they’re worried about their business surviving and they need someone who can handle both the technical complexity and the human anxiety. Much like how learning to trust your inner voice requires both courage and guidance, finding the right financial support means connecting with someone who understands your fears as well as your finances.

The Reality of Tax Stress

The people who seek Angie’s help at Oasis Tax Advisory aren’t just dealing with paperwork problems. Small business owners facing IRS challenges often experience significant emotional stress – anxiety, sleep disturbances, even physical symptoms from the fear and uncertainty. The complexity of tax laws combined with potential penalties creates a perfect storm of worry that affects not just their business but their entire family.

This is where Angie’s network of former IRS professionals becomes invaluable. Having people who understand the system from the inside means clients get representation that knows how to navigate both the rules and the people who enforce them. It’s about strategy, but it’s also about having someone in your corner who knows exactly what they’re doing.

Building Others Up

Angie’s commitment to lifting up others in her field goes beyond technical training. Through her work as an IRS CE provider, she ensures new tax professionals get training that covers what she calls ‘executive-level services’ – the kind of comprehensive, thoughtful approach that treats each client as a whole person, not just a case file. Her leadership in financial services mirrors how other women executives are bringing empathy and clarity to traditionally cold industries.

Stephanie Cirami, President of the International Association of Top Professionals, captured this perfectly: ‘She is inspirational, influential and a true visionary and thought leader.’

The Person Behind the Professional

Angie’s educational foundation – a Bachelor’s in Public Accounting from Mercy University and an MBA in Finance from the University of Phoenix – gave her the technical skills. But her real education came from mentors who shaped how she thinks about serving others. She’s quick to credit her success to perseverance, work ethic and those who guided her along the way.

When she’s not helping clients navigate complex IRS situations, she enjoys travelling and spending time with family – the kind of balance that reminds her why financial peace of mind matters so much to the families she serves. Like many professionals who’ve found their calling in helping others, she understands that financial healing requires addressing both the practical and emotional sides of money troubles.

Looking Ahead

This December, Angie will be honoured at the annual awards gala at the Bellagio Hotel in Las Vegas, where she’ll be celebrated alongside other industry leaders. But her real focus remains on what she’s always cared about: inspiring and influencing those getting into the field.

She understands that every new tax professional she trains has the potential to be that 2.00am lifeline for someone else – the person who can take a terrifying financial situation and make it manageable, who can look at a stack of IRS notices and see a path forward instead of just problems.

When financial advice often feels cold and transactional, Angie Toney has built her reputation on something more fundamental: being the person you’d want in your corner when money worries feel personal and overwhelming. That’s not just professional expertise – that’s the kind of trust that changes lives.