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March 2024 by Dianna C.
I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.
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November 2023 by Nicollette V.
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!
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October 2023 by Deborah S.
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 Garrett.
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April 2023 by Andrea Divok
I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications.I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience!
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April 2023 by Amanda Yurcich
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 Garrett!!!
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April 2023 by Trixie Purkey
I remember feeling hesitant when Crossroads Planning acquiredthe accounts of my accountant, I had been with for years, upon her retirement. I was apprehensive about the change.There was no need to worry.....Garrett and the entire Crossroadsteam made the transition painless and easy with their personalized manner, expertise and wonderful service!Proof that embracing change is good....I appreciate the great team this change has given me. They are excellent in every way!
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April 2023 by Fernando Alvarez Jr.
This is my 2nd year working with Garrett at Crossroads Planning and he has been extremely helpful from the start! As a new small business owner, I've had many questions about taxes, and Garrett has always been happy to answer my questions and provide guidance. If you own a business and are looking for tax help, I'd highly recommend Garrett and the team at Crossroads Planning. I'll definitely be a life-long client!
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April 2023 by Cristi C.
I was led to Crossroads by Dave Ramsey, and I have no complaints! After gaining some real estate and IRAs, we finally had to have someone do our taxes as compared to doing them myself. I have not even met Tony, but he has done my taxes for the last two years and he is easy and efficient and very nice.
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March 2023 by Paul Bennett
John is amicable, patient, and upbeat when answering our questions.We enjoy working with John Garrett.
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October 2022 by D DJ
I was referred to Tony Chan by my real estate agent and it was the best referral ever! Tony took my husband and I on a spontaneous appointment before closing time and he was in no rush to leave. My husband and I have been using my prior accountant ever since I got my first job at 16 and recently he has been falling out. I remember when he used to help my whole family and we got great tax refunds each year... but in the last few years we have been realizing that he has been agitated whenever my husband or I had any questions and our tax refunds seemed off and we were getting less and less. With Tony Chan he answered all of our questions with patience and explained to us every little detail. All in all my husband and I left very happy and blessed. I will be referring my mother and mother-in-law to him as he shows his professionalism and knowledge tthrough his work. The facility is also beautiful, modern and clean. All around happy with his services...he is also licensed in finances which is a plus!
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October 2022 by SOFIA V.
Working with Garrett has been fantastic. It has been so easy to stay organized utilizing there client portal online to upload and receive all documents securely. I've always been able to get him on the phone quickly and he is so well knowledgeable on all things related to taxes and accounting. He is so quick to respond to emails and I am very lucky to have him as my accountant. I highly recommend crossroads planning as Garrett and his entire team are so nice, professionable, and knowledgeable.
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June 2022 by Jessica F.
I have recently started using crossroads the past few months and have been very pleased with their work. Tony is always very kind and on top of the things. The staff is very helpful as well. Im grateful I came across it and I highly recommend this place.
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May 2022 by Jonathan Jonathan
Forex and crypto investment charged my life for good, and I’m forever grateful to mr Ralph, he is a trusted trader in whom you can work with, so I advice you reach him via
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May 2022 by Christie M.
I usually always do my own taxes but I had an unusual year and decided it was best to go to a professional. Garret was so efficient and straightforward. He did my taxes quickly and was very easy to work with. He was even able to get me a tax return on things I missed the prior year. I was impressed. I would definitely recommend Crossroads Planning.
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April 2022 by Jinny L.
I usually do my own taxes. Then I bought a condo, started my own business, and taxes started to get more complicated. I decided to go with Crossroads Planning because they offered a free initial online consultation. Brandon let me know clients' returns are worked on as a team. They even have a secure online portal to upload your sensitive documents so they are not just being emailed back and forth, exposed on gmail servers somewhere. I uploaded my documents early on and they follow up with emails asking for additional information. Everything was done online and communication was smooth and efficient. Once the team finishes your return, you meet online with one of the two EAs to go over the return. I met with Tony and he was great. I had a bunch of questions and he answered them thoroughly. He also made suggestions on future planning so that I can lower my tax liability. One warning though is they are busy! You need to book them much in advanced as their appointment spots fill up quick! But I see this as a pro and not a con. I figure they must be so busy because they have a lot of clients and they do a good job! I still owed money to both federal and state but it was MUCH less than if I had done it. They're not the cheapest but I rather pay a little more for a job well done.
