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Crossroads Planning, LLC
765 The City Drive South, Orange, California, United States
About the Crossroads Planning, LLC
Crossroads Planning, LLC is a reputable accounting and finance institution located at 765 The City Drive South in Orange, California, United States. With a team of experienced professionals, they offer expert financial planning and advisory services to help individuals and businesses navigate their financial crossroads. Whether you are looking to plan for retirement, manage your investments, or optimize your tax strategy, Crossroads Planning, LLC is dedicated to providing personalized solutions to meet your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Photos of Crossroads Planning, LLC
765 The City Dr S Ste 390, Orange, CA 92868, United States
Opening hours of Crossroads Planning, LLC
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Crossroads Planning, LLC
"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!!!"
"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!"
"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!"
"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!"
"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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