Crossroads Tax Planning - Orange, California

Crossroads Tax Planning: A Reliable Financial Partner

For individuals and businesses seeking comprehensive tax planning and financial guidance, Crossroads Tax Planning stands as a premier choice. Located in Orange, California, this veteran-owned firm offers a blend of expertise, personalized service, and a commitment to client success. They provide a full suite of services, encompassing accountant services, financial consulting, and meticulous tax preparation, all designed to optimize financial outcomes. Clients consistently report a high level of satisfaction with their services.

About Crossroads Tax Planning

Crossroads Tax Planning distinguishes itself through its dedication to providing tailored solutions. They understand that every client’s financial situation is unique, and they prioritize building strong, collaborative relationships. The firm’s core values center around integrity, accuracy, and proactive advice. As a veteran-owned business, they bring a strong sense of duty and a commitment to serving the community. The firm's dedication extends beyond simply preparing tax returns; they aim to empower clients with the knowledge and tools they need to make informed financial decisions.

Services Offered

Crossroads Tax Planning's service offerings are extensive and designed to address a broad range of financial needs. Here’s a breakdown:

• Tax Preparation Services: They expertly handle all aspects of tax preparation for individuals and businesses, ensuring compliance and maximizing potential deductions.
• Accountant Services: Beyond tax preparation, they provide robust accounting services, including bookkeeping, financial statement preparation, and general ledger management.
• Financial Consulting: Their financial consultants offer strategic advice on investment planning, retirement planning, estate planning, and business financial strategies.
• Tax Planning: A crucial element of their service is proactive tax planning. They work year-round to identify opportunities to minimize tax liabilities and maximize savings.
• Business Tax Services: Specifically tailored to the needs of small businesses, these services include payroll tax preparation, sales tax compliance, and business entity tax planning.

Location and Accessibility

Crossroads Tax Planning is conveniently situated at 765 The City Dr S Ste 390, Orange, CA 92868. This location allows them to efficiently serve clients throughout Orange County and surrounding areas. The firm is committed to accessibility and offers the following:

• Wheelchair-Accessible Car Park: Clients utilizing wheelchairs will find convenient parking options.
• Wheelchair-Accessible Entrance: The building features a fully accessible entrance, ensuring ease of access for all visitors.
• Appointments Recommended: While walk-ins may be accommodated, scheduling an appointment is highly recommended to guarantee personalized attention.
  

  Client Feedback and Reputation

  Crossroads Tax Planning has garnered positive reviews from its clientele. Currently, the company boasts 11 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. These testimonials highlight the firm’s professionalism, expertise, and commitment to client satisfaction. Here's a sample of feedback:

  “I’ve used Crossroads Tax Planning for several years, and I’ve always been impressed with their thoroughness and attention to detail. They’ve helped me identify deductions I didn’t even know existed, saving me a significant amount of money.”

  “The team at Crossroads Tax Planning is incredibly knowledgeable and responsive. They took the time to explain complex tax concepts in a way that I could understand, and they provided excellent customer service.”

  Contact Information

  To schedule an appointment or to learn more about Crossroads Tax Planning’s services, please contact them:

  • Phone: 7147840602
  • Website: crossroads-planning.com

  Crossroads Tax Planning is dedicated to providing a seamless and rewarding experience for all its clients. They invite you to explore their website or contact them directly to discuss your specific financial needs.

  Key Features: Veteran-owned, Wheelchair Accessible, Excellent Reviews