Crossroads Planning, LLC - Orange, California

Yvonne T.

We had the pleasure of working with Tony CPA, and we couldn’t be more impressed with his professionalism and expertise. Tony was incredibly knowledgeable and took the time to explain the tax forms in a way that was easy to understand, even for someone with limited knowledge of taxes. He patiently answered all of our questions, making sure we were comfortable with every step of the process. His helpfulness and clear communication made our experience stress-free, and we left feeling confident that our taxes were in good hands. Highly recommend Tony for anyone looking for a reliable and thorough tax professional! We are so confident with his service that we schedule our next appointment with him for next year already!

Andrea D.

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!

Amanda Y.

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!!!

Fernando A. J.

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!

D D.

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!

Christina R.

My husband and I have been going to Tony for the last few years for our taxes. Tony makes the tax process super easy. You can upload your paperwork onto a secure portal to save you a trip. You pay a little more and get more professionalism and a better tax return so it's a win win. Overall, I highly recommend Tony. I highly recommend!

Trixie P.

I remember feeling hesitant when Crossroads Planning acquired
the 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 Crossroads
team 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!

Rachel T.

Thank you to Garrett for your tax help. Garrett answered all of our questions - small and big. Knew what we needed on our documents. It was a different year for us, having the pandemic and having a baby now to deduct. He's just out there to do good! Loves his job obviously. Very giddy about taxes and very knowledgeable. Also very nice and personable.... FYI was in the service (idk about you but someone who loves the US has our approval). Thank you guys.