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Crossroads Planning

4.9 (130 reviews)
Closed 8:00 am - 5:00 pm

By appointment only

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Response time

9 hours

Response rate

100%

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6 years ago

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6 years ago

Very pleased with Garrett's services!! Doing taxes can always be stressful. Crossroads makes it a so easy! Thanks Garrett

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6 years ago

Professional and fast tax service. Highly recommended.

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11 years ago

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12 years ago

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8 years ago

Great Service 2 years in a row! Tony is very professional, fast and effective.

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11 years ago

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Ask the Community - Crossroads Planning

For wealth management, do you do customized portfolios, or do you generally have "pre-set" portfolios based on risk tolerance? (Or something else?)

Alex, we currently manage six portfolios tailored to individual risk tolerances. Let me know if you have any other questions.

Do you have an hourly financial planning service that can advise on retirement planning and move funds into new investments? If so what is the fee structure?

We offer hourly consultations at $300 per hour. (Billable in increments of 30 mins)

What is the coat of consultation for sales of real estate capital gain tax?

It depends on the other forms you have to file. For tax consultation, our hourly rate is $300/hr.

What are the cost for filing joint Individual tax?

Our current fees start at $225 and increase by the number of forms you have to file.

View All 5 Questions

Review Highlights - Crossroads Planning

Another year of solid assistance from Garrett Jones pertaining to financial planning advice and filing taxes!

Mentioned in 28 reviews

Read more highlights

The Financial Architects - Orange County - Financial and Tax Deduction planning for business owners, real estate and mortgage professionals, IT Techs and Event Planners.

The Financial Architects - Orange County

(13 reviews)

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

Eagle Tax Res - California - Our owner Joe!

Eagle Tax Res - California

(97 reviews)

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

Crossroads Planning - financialadvising - Updated May 2026

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