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.
Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so helpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!
November 2023
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
