I have problem with my Roth IRA because my existing accountant (from another company) does not know how to deal with my excess contribution for my 2020 tax year. Seriously! I have discussed with different professionals, but only Brandon P. can provide me with a clear and sensible solution. Also he is very patient to listen my story. Actually, I accidentally found Brandon's company in Yelp. Thank you Brandon! Now I totally understand why your company have good comments or reviews. read more

This year was my first year filing my own taxes - without the help of my parents I mean - and so of course, I had many questions and was simply a little frustrated at how difficult it seemed to choose someone to help me file my taxes. But Tony literally made all of my worries go away. He's a very knowledgeable person who is just looking out for the best way to help you. I went to file my taxes with him on Saturday and only a week later I already received my tax refund. I will definitely be coming back to Tony next year! read more

I needed some tax advice and Tony reached out quickly and game me some sound advice. 2 thumbs up!

Tax preparation causes much anxiety for most of us! Since I started using Crossroads Planning I can finally exhale because I know they have my best interest and are experts in this field. I am grateful for Garrett Jones, one of the Partners here. Since he started preparing our taxes, his integrity has proven to be solid. We've had problems with IRS coming back to us after other tax preparation services. Garrett keeps us informed every step of the way and is very knowledgeable of the changing tax laws. He has also helped us make intelligent decisions about investing as well as plan for our retirement. Our family will always use Crossroads Planning. There is no comparison for peace of mind. read more

Tony is efficient, knowledgeable, professional, friendly, and patient. My 2019 taxes are done thanks to Tony!

Very happy with the services provided. Garrett was very professional, knowledgeable, and efficient. He also had a flexible schedule to work with my busy schedule. He helped me and advised me on my tax situation and made the process so easy. I am so glad that I decided to go with him for my financial planning and tax needs! read more

Initially, My wife and I went in to get advice on financial planning. Tony was very knowledgeable and friendly and offered the first consultation for free. So we went back to him for our tax returns. He's very responsive when I ask him questions by email. I highly recommend his service. read more

Tony is the epitome of professionalism and efficiency. Having multiple employers throughout the year means the days of TurboTax are over for me, but Tony made the most dreaded time of the year a breeze. What compelled me to write the review was that he advised me to manage my own IRA when he could've taken the commission to do it in house. Businesses that balance profit with customer interests are increasingly rare; Crossroads is just that. read more

Really impressed with Tony. Tony is very easy to do business with, and really cares about his clients. Don't understand something? Ask. He is eager to help you understand and explain the jargon or what he recommends. Will be recommending to friends and family. read more

Working with this group is very easy. Garrett is very efficient. I'd recommend them to anybody.

Thank you Brandon Pope , for amazing service!! Just happy we found a place to come back to . Recommend 100% .

This place is great. Garrett is a great guy and does great work. If you're looking for a tax guy I recommend you go there.

While I've recommended him to a lot of people in person, I have been slacking on writing Tony a Yelp review, but first off: I've looked around A LOT and Tony's fee-based services are by far more affordable than the less desirable options. There are plenty of unqualified people out there calling themselves "financial planners." Tony on the other hand is a CFP, EA (Certified Financial Planner and Enrolled Agent), and a fiduciary. I spent some time looking up why that is important so you don't have to: In order to be certified by the CFP board, your financial planner must submit to the rigorous CFP Certification process that includes education, examination, experience and ethical requirements. Tony is a fiduciary, which basically this means that Tony puts your best interests ahead of his when planning your finances and investing your money. Tony Chan is a very polite, personable, and genuine professional. He helped me to navigate the sea of financial confusion I was swimming in after graduate school. We have met a few times in person and communicated regularly via email. I trust Tony implicitly with my finances, taxes, and retirement plan. He helped me get moving on putting on my financial "big girl pants." Thanks to Tony for the first time in my life I am beginning to feel positive and excited about my financial future! Contact Tony Chan CFP, EA, I promise you will be glad you did. The piece of mind and security he provides is worth every penny. read more

I had a free consultation with Garrett, this morning. He was easy to talk to, and gave me very sensible advice. I'll be keeping this firm in my "Rolodex." read more

Thank you Garrett for making my 2019 tax report easy and efficient. Your new offices are really nice with a great vie and good parking. I love getting my taxes on a flash drive. So cool. read more

Fast, quick, funny. Can't say that taxes are fun, but when you have a great team like crossroads planning behind it, the pain is not even there. Thanks gents! read more

Got my refund faster than expected - thanks to Crossroads! When I met with Tony, who is also the owner of the company, he explained to me that he wanted to go into a bit more detail than just quickly filing my taxes. He ended up explaining to me all the various aspects of what he does and the job of his partners and associates. We went over fundamental differences between what each individual does and why their service is really top notch. After going through all of that, he then began to ask about me, my family, and my personal life. He actually took the time to find out who I am in order to better assist me. I am very happy that Tony helped me with my taxes because of all the other beneficial information he gave me in our session. I highly recommend this place to anyone who has a little bit of time to spare when filing taxes. It may not be the fastest place, but I bet the other places you normally go to won't care for you as much as these people do! A professional, friendly, and competent team, not only do they provide tax services, but also financial advising, investing, bookkeeping services, and payroll! You're not just a number here. They actually care about their clients' needs and goals. **They also give a discount for Military members!! read more

Traditionally, I've been getting my tax returns done through the military (active duty soldiers are given free tax services, but sometimes the quality thereof may be questionable) and have also used H&R Block twice. Crossroads was recommended to me last year, so I figured it wouldn't hurt to give them a try. This past tax season I had Garrett Jones from Crossroads do my taxes for me. He charged a very reasonable fee and I received more than I had with other tax services I went to in the past. I was living in Germany at the time. Recently I relocated to So Cal and have had the opportunity to personally meet the members of Crossroads. I was impressed- they were personable and maintained their professionalism. I plan on coming back next year for tax services! read more

Tony's company, Crossroads Planning, came across to me via Yelp, and I am so thankful it did! I was not referred nor did I personally know anyone who had gone to Tony for assistance. However, after reading all the amazing reviews he had, I figured I should give his company a shot. Tony personally helped me do my taxes for 2016 and 2017; he made sure I understood everything and would continually ask if I needed clarification. I had a lot of questions and he was even nice enough to send me a link to help retrieve an old tax return due to an audit. I have another appointment with him in 2 weeks for my audit and happy to know he'll be helping me again . I would 100% recommend Tony to colleagues and friends. read more

Tony was punctual for our appointment which I really appreciated. I had a unique situation so I was not able to file on my own and needed a professional. I also like that he uses a portal to upload documents and backs files on cloud. He's prompt in responding and is accessible. His price is a bit more but you get what you pay for. Will likely use Tony for my business as well. 1 star for the lack of cell signal in the office. :-/ read more

Great team of professionals, I use them for all my financial planning and tax needs and have been very happy. I've referred a few of my clients over to Tony and his team and they have always been very responsive and always had an answer for me even at odd hours of the day. read more

CrossRoads Planning is awesome and have been an integral part of the financial planning and bookkeeping of my business over the past few months. They are as professional, educated, and as kind as it gets. The personal touch and care they provide is unlike I've ever seen. They're also very responsive, reliable, and genuinely care for your financial success. Any individual or business would be lucky to have Crossroads Planning on their team. Thank you Tony & Kaily, cheers to more continued success to you and your amazing team at Crossroads Planning! read more

I am very satisfied with Crossroads Planning. I checked out other financial planners and found out Tony and group was the most qualified, and had the most reasonable cost of the group. Tony and staff have been professional, available, and knowledgeable, custom making a financial plan tailored to my needs. I would whole heartily recommend Crossroads Planning. John read more

My husband and I had an excellent experience with Tony. He was very informative and went above and beyond to make sure we were 100% satisfied. Additionally, he gave us great financial advice for 2018. read more

This is my first time going to Tony for my taxes and it definitely will not be my last. Tony made sure all my questions were answered thoroughly. He was fast but efficient and left me very satisfied with the quality of his work. Although tax season may get crazy, Tony will always make time for you. read more

He was referred to me by my retiring Tax Lady, HB, and he was SUPER fast, and saved me by knowing how to properly deal with left over tax situations, which surprised even me!! Thankful for competent and efficient professionals. Learned something too. read more

This was my first time working with Tony but definitely not my last. I was referred to him by a friend, so I guess I owe them dinner. Tony made every flow seamlessly. The portal made things extremely easy; since I work during the day and it would've been difficult to drive out to see him. Tony went above and beyond to help me get my taxes done. I would definitely recommend him to anyone who needs financial advise or taxes done. Thank you again! read more

Such a wonderful experience at Crossroads thanks to Tony and his team. I felt immediately at ease when I walked in, and Tony was professional, patient and incredibly helpful throughout the entire filing process. He is extremely knowledgeable and is able to answer any questions in a way that is concise and clear. I also really appreciated how respectful and friendly his team is every time I call or need something. They are a top notch group and I am happy to have finally found a place I can rely on! read more

Tony is the MAN! He's fast, reliable and easy to work with. I communicated through FB Messenger and he was able to replied right back(day and nites)!. Tax services was affordable and all documents was secured and safe(through portal). Thank you Tony! read more

My wife and I are really happy we found Crossroads. Tony is great, prompt in responding and accessible. Really cares about his clients and goes far beyond to ensure that our every need was met and that all questions are answered. He offered us great advice and came up with a great plan based on our risk tolerance. He is also polite and easy to get along with, which made it easy for us to place our trust in him with our finances, taxes and retirement plan. He gives you peace of mind and security. We also like that he uses a portal to upload documents and backs files on cloud. We were lucky to find Tony a competent financial planner and true professional. Due to our great satisfaction with his service and professionalism I recommended Tony to my friend who also liked him. We will continue to recommend Tony to others and look forward to working with Crossroads and Tony again. Thank you, Tony for all your help. Angel & Yvonne Velazquez read more

I have always dreaded doing my taxes, but Tony and team were excellent to work with! They handled my business return and my personal return. They were very organized and made themselves fully available, always providing quick responses! All my questions were answered and they even provided detailed explanations of some tax concepts that I did not understand. I can't wait to work with them again next year. read more

My husband and I are very happy with the service and suggestions provided by Tony at Crossroads Planning. He was very attentive and responsive to our needs and questions. Tony provided us with some great ideas and offered a great plan with a couple back-up plans to ensure we are successful in achieving our retirement goals. I will be recommending Tony and Crossroads Planning to friends and family. read more

Tony is awesome! He does both my financial planning and my taxes. Not only is he very knowledgeable, he is very easy to get along with. I find the world of financial planning and investments to be very intimidating, but Tony always takes the time to answer my bottomless pit of questions. Highly recommend! read more

Crossroads Planning in Orange is the place to go for your taxes. Garrett was great! Professional yet friendly. Thorough & took time to explain things. I highly recommend to go to Crossroads. They are there to help you. read more

This is our second year that Crossroads took over our taxes and referred by out 15 year now retired tax preparer. Brandon took care of my taxes and my moms which is more extensive. He is very professional , knowledgeable and patient especially when I needed more explanation and which documents where needed. With Covid19 looming over us and having to do everything by phone, I found this experience not so stressful and very satisfying once it was done. I highly recommend Brandon, Garrett and staff as your future tax preparers . read more

We have been working with Tony Chan for the last three years, and have been very satisfied. He is very competent and knowledgeable. He has a great attitude and is always willing to help. His response time to any questions or concerns has been great! We highly recommend Tony and Crossroads Planning! read more

Crossroads was recommended to me last minute by my coworker as I ran around like a headless chicken looking for a good tax guy. I originally tried to file with Turbo Tax but the numbers didn't quite add up so I figured I should go with a professional. Good thing I did as his superpowers flipped my taxes a full 360 compared to TurboTax. Tony's tax process was as easy as it gets. Have your tax files ready to upload on their portal and you can rely on them to get it done. I was surprised as I procrastinated and waited till the last Wednesday before the deadline. My only regret is that I haven't found Crossroads earlier. Thanks guys! read more

Great guys! In and out, very thorough. Engaging and made me feel like they covered all my bases and handled what I could have never done, nor wanted to do! I highly recommend Crossroads. Garrett is the guy! read more

Super happy with the guys at Crossroads!! They have a great location, right off the freeway, and the office is really nice. They had us in and out with in an hour which we were super thankful for. read more

Thank you Tony Chan. You make paying taxes a little more bearable. I appreciate your honest candor and insight. Will be coming back and referring friends. read more