Crossroads Planning, LLC is a fee-only Certified Financial Planning and Tax consulting firm located in Orange, CA. The business has received overwhelmingly positive reviews from its clients. Clients praise the firm's team of professionals, including Garrett Jones and Tony Chan, for their expertise, attention to detail, and personalized service. Garrett Jones, the CPA, has been commended for his ability to find new deductions during tax season and for his responsiveness to clients' questions throughout the year. The transition for clients who had previously worked with a different accountant was described as "painless and easy" due to the team's professionalism and personalized approach. New small business owners have also found Garrett and the Crossroads Planning team to be extremely helpful in navigating their tax-related inquiries and providing valuable guidance. Overall, Crossroads Planning, LLC is praised for its reliable and professional service, making it a highly recommended choice for individuals and small businesses seeking financial planning and tax consulting assistance.
I can't say enough about Tony!! He worked so diligently to get my tax return done for me ASAP! He's so kind and so helpful, that we decided to use Crossroads for all of our financial planning! I'm so grateful for all his help and we will definitely be telling everyone who will hear us about his work! Thanks Tony!
October 2023
Garrett Jones just did my taxes this week, and I am so grateful for all his insight and guidance. Garrett has been doing my taxes for at least five years, and each time he finds new items that I can deduct. His assistant Jessica has also been enormously helpful in guiding me through the hoops to prepare for my visit with... read full comment
April 2023
My husband and I have had the pleasure of having Garrett Jones as our CPA for the last 2 years! He has helped us through navigating our business and personal taxes with ease. He is always there for my random questions all year round. Highly recommend Garrett and Crossroads Planning for all your CPA needs, thanks so much... read full comment
