The individuals that make up this company are phenomenal! They are nothing but caring and intelligent people. The customer service here is the best. Garrett, our tax advisor, goes above and beyond for myself and my family when consulting our financial needs. I wish I could give him a 10/10 because that's what he deserves! read more

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

Professional and fast tax service. Highly recommended.

As a small business owner & a personal trainer, I can get a good measure on a person's professionalism, authenticity & work ethics. Prior to hiring Crossroads Planning and was referred by my good friend, Anthony, I was working with a decent accountant in Westminster/Bolsa that spoke barely any english or could know what I seeking as an accountant for a private personal training business that I had recently opened up for couple months. In 2014, my business was skyrocketing due to the inflation of the fitness trends, I knew I needed a better professional that could help me save money, and work towards bigger goals. Hiring Crossroads Planning and their team was one of the BEST decision I've made to date in 2014. Tony and his team are amazing working professionals with great characters. Upon meeting for the first time, Tony and his team organized a meet at a local restaurant to discuss about the service that they will be providing to help my business grow. I learned that this isn't just a one-man team but every single one of them has a different trait that can contribute to their clients' needs. With my business I needed a bookkeeper that could help track my expenses and help project incomes and losses. At the beginning of the new year, Tony would contact me and help setup my tax and financial plans for the upcoming year. What I love about these guys are that I could truly sensed the care they have with their work. I can definitely tell that they are not after my hard-earned money. I just recently finished my first year of being self-employed and hiring Crossroads Planning had saved me so much headaches down the road. I am looking forward to the second year and many more down the road with Tony & his team at Crossroads Planning by my side. I highly, highly encourage this team if you're looking to learn more about tax, save money, and build a better future for you and your love ones. //AdamAesthetic read more

I've started working with Tony last year and he's been a wonderful help from advising me on starting my business to general questions I have on taxes. He was always available through the phone and email when we could not meet up and would always respond within 24 hours. I truly believe he looks out for his clients and I recommend him to anyone who needs financial advice as well as tax preparation for all levels. He's very well versed and up to date with the latest regulations and updates and can advise what is best for you. read more

I needed something more than a free online program so I found Crossroads on Yelp. Tony and his business partner spent the time to really go through my finances and help me out. I've always had a pretty good income, but still never seem to know where all my money is going. Tony and Garrett helped me find ways to save money and actually build wealth! Thanks guys! read more

Tony Chan took great care of my file. He did my tax return and didn't even charge me because my return was less than the charge! He completely did everything solid and I highly recommend him for everyone! read more

Tony was awesome through and through. Responded to my request quickly, made time to see me and knocked out my taxes in faster time than any CPA I've had so far. I appreciate how he made sure we were honest but still focused on maximizing the refund coming back tome. Am going to use this guy for years to come most likely, solidly solid. read more

Great service, great team and great people! If you are looking for someone to not only do your tax, but to understand your tax while helping you understand, cross road is the place to be! They are not only knowledgeable at their trades, they personalize your every experience. They treat you not only as a client, but rather a family member or a dear friend, whom they want to help beyond tax. They want to help you to manage your entire finance so you can increase your wealth and improve your quality of life. I'm very pleased with their services and will recommend anyone to try them out...you won't regret it. read more

I was referred to Tony by a friend of mine. At first I wasn't sure if his services was needed or could help me with my small business' current issues. He took the time to listen to my concerns and answered all my questions. It's been about 6 months and no complains here. He's very affordable and timely with replies via email and phone. I have a crazy schedule and he's super flexible with me going into his office too. Overall a genuine guy that knows his stuff and genuinely always willing to help! read more

Tony is extremely professional, efficient, affordable, and well versed on financial products. He provides exceptional services and was quick to answer any questions I have. Tony offered many options in achieving my financial goals. I highly recommend him for your financial needs. read more

I recently became a partner at a big healthcare organization and had a couple of complicated real estate issues. I needed an accountant who understands my goals and situation who is not too busy to tend to my questions. It helps that Tony is not just an accountant but also a certified financial planner which is helpful nowadays for anyone who is looking to plan his/her retirement. I have not hired him yet to do my financial planning but will soon once I figure out what I need to do on my end. They were really really responsive to all my questions and concerns. Tony and his partner Garrett came to meet me on a Sunday because I work every weekday and weekday nights are hard for me to meet because of my commute. Despite being a busy tax season, they managed to answer my questions promptly and never made me feel too small of a client to them. I would definitely recommend them for your tax advising needs! read more

This is my first year doing my taxes with Tony and I plan on coming back for future taxes. Tony offered me a reasonable price to file two W-2s. I really appreciated him working with my schedule and being so accommodating. Furthermore, he was able to maximize my return with his thorough knowledge of taxes. Thank you! read more

I met Tony at a Networking Event and I knew right away that he knew what he was talking about. Through conversation we discussed the new tax benefits and his reccommendations. After using my current CPA & CFP for the last twelve years, I decided it was time to try a new advisor. Tony was easy to work with and most of all, he always replied to emails and any other communications. It was a pleasure to work with Tony and he is now my new CPA & CFP! I highly reccommend Crossroads Planning and look forward to working with Tony next year on my taxes! read more

Tony is amazing. He is smart, swift, and goes far beyond to ensure that your every need is met and that all questions are answered clearly and concisely. I will absolutely look forward to working with Crossroads and Tony again. read more

Tony is really great at what he does. He is extremely knowledgeable, professional and helpful. I don't know anything about taxes and the great thing is, Tony spends the time to answer all my questions and finds me returns in areas that my previous tax preparer missed . I highly recommend going to Crossroads Planning. read more

Thank you Tony for your awesome service! I would not have become a homeowner last year if it wasn't for you! Also thank you for squaring me away on my taxes and always being quick to answer questions that I may have. :) read more

In this world of instant gratification, I am so impatient and always need things done now now now. I hate when people takes forever to reply to a message. I saw on here that Tony was a quick responder and just had to put it to the test. I messaged him with inquiries about having my tax return done and sure enough, he got back to me so quickly! I was even a little shocked. I sent him all the documents he needed and didn't really expect it back for maybe a few days at least. Tony exceeded my expectation again when I saw an email from him the next day saying he was done with it and with even better news, I was getting some money back. Yess!!! The little impatient kid in me was extremely happy. Will definitely be using Tony's service again. read more

Tony was very easy to work with and a great Yelp find for me. He replies quickly to emails. I was left hanging by another tax service and he took our info and had our return done within 48 hours even with all our back and forths. He follows up and follows through. His prices are reasonable as well. read more

Tony is the man. He helped my wife an I this year with our taxes and made the process simple and answered every question we had. He also advised my wife on her student loan and by following his advice we were able to knock her monthly payment down from about $500 a month to $16!!!! Thanks so much Tony we really appreciate everything! read more

Great team here at Crossroads Planning. I come to them for not only tax but only for financial planning and succession planning. I can always come to them with questions no matter how big or small and receive a complete, thorough and quick answer. Would not hesitate to recommend them! read more

Tony's service is superb, very friendly. He spends a good amount of time trying to understand your business, which is important, unlike other financial advisors out there, he doesn't only care about how much money you have to invest, he genuinely want your business to be at a good standing on the financial side. read more

Tony is one of the best accountants I have ever worked with. He is friendly, professional, easy and outrageously accommodating. I found him on yelp, met with him and he made the whole process super easy. I met him at his office, he scanned my previous tax returns, explained his process, and then everything else was done online through a client portal. I had a dual state tax return as well as various forms to submit. My tax return was not an easy one, but he did a quick turn around and I received my returns within weeks of meeting with him. It was SUPER easy. I liked him so much, I recommended my mom and brother to him, but had asked him if he would not mind going a traditional route since my mom is elderly and would need more paper based help and explanation. Not only was he accommodating to everything I asked, he met my mom on a Saturday on his day off, he explained everything, he gave her tips for next year, and my mom was beyond happy with him. Honestly if you could be in love with an accountant, I am with Tony. He has made everything so easy and quick, I can't wait to work with him again next year. read more

It is all about trust.............and getting the job done with regard to investing your hard earned money in the Retirement years. Finding a competent financial planner is critical to ensure ones portfolio is managed correctly. The stakes are high. We found Tony to be very courteous, professional, and outlined his financial plan strategy line by line. I had questions after our initial meeting with him. He subsequently spent the time on the phone and went over again those areas which were not clear to me. I appreciated that. Tony........will have a place in our financial future and we appreciate his dedication to not only his profession, but also his service to the U.S. Army Reserve. Rob and Kris North Orange County read more

I worked with tony to get my taxes done. I gave him all my papers and within a matter of hours it was done! Great people to work with. I will recommend to all my friends and family read more

This was my first experience having someone do my taxes for me instead of using Turbotax and I'm never going back! Tony exceeded my expectations and had everything ready to file within a few days. During my initial consultation, he gave me solid advice for the future and peace of mind. I found it very convenient that Tony registered his clients to a portal where you can securely send documents back and forth to each other. This worked out great for my busy schedule because I don't have to keep going back to his office. read more

Tony is absolutely wonderful! I contacted him regarding an overall financial consultation as well as advise on upcoming taxes. He was knowledgeable, kind, and really went out of his way to provide above and beyond, exceptional service. I highly recommend his financial and tax preparation services and agree with all the other reviews that Tony is uniquely special within his field. You won't be disappointed. He is my tax guy forever. read more

I would highly recommend Crossroads Planning for any of your financial services needs. tony does a great job of educating his clients and proceeding forward with their best interests. I usually do my taxes on my own but was referred to Crossroads, and I am very grateful. The process was made super easy, and I received my refund way ahead of schedule. read more

Great experience. My initial office visit with Tony was quick and painless. This year my return was somewhat complicated. Tony was able to gather all the information he needed with very little time spent in his office. I had way too many withholding allowances on my W-4 for 2014 but Tony was STILL able to get me a refund. Plus, as a veteran himself he gives a military discount. My experience with Tony was Great! Thank you Tony. See you next year. read more

My partner and I have a two year-old eCommerce and have been looking for a financial adviser and accountant. We're so happy we found Tony, who is extremely helpful and knowledgeable. He is not afraid to give you honest advise as he genuinely wants the best for his clients in the short run and long run. If you're looking for financial advising, tax services, and accounting, I highly recommend Tony, he'll go above and beyond to help you. Thank you so much for your amazing service! :) read more

Needed to get my taxes done and they were a bit more complex than just state and federal so I didn't want to use some free online program. Garrett was extremely knowledgeable and asked me questions I wouldn't have even considered had I tried doing it on my own. Quick, painless, and extremely professional! 10/10 will return next year. read more

I came to Crossroads after H&R Block botched my return and had to send in an amended return. I was distraught and confused on what to do. These guys took the time and really talked to me, and they talked to me like I was a human being instead another number/client. I rally felt like they understood why I was feeling what I was feeling, and went above and beyond to help me. I don't know how my taxes where getting done in the past, but what I do know is that this company will be handling all my returns in the future. Thanks Crossroads! read more

They've handled my taxes for the past two years. The financial information that the guys provide is to notch and I would not recommend anyone else. Excellent service, fast and friendly! Thanks guys! ! ! read more

I have been going to Crossroads for the past two years, not only were the staff knowledgeable, they are also very friendly. Tony have been answering all of my financial and tax questions at odd hours. One thing I really like about Crossroads is that they take their time to understand your situation. They are not just your regular tax guys, they gave me a recommendation on how I can save taxes in the future years. read more

Crossroads is hands down awesome, they are great to work with. Tony is awesome, he has great energy and passion for what he does. He offered me great advice and i can tell he really cares and is really supportive with my goals. I can definitely trust them with my finances and i would not use anyone else. I definitely recommend Tony for all your financial questions! read more

I found Tony through a friend who doesn't trust a lot of accounts with his book keeping. I went to Tony to do my tax returns and I can't help but say he is remarkable! From being very professional, organized, and efficient; you can tell Tony is the one who you will be staying with in the long run. Overall experience, highly recommended. Thanks again Tony! read more

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

What a great experience! I went to Tony in order to take care of a custom amendment for my taxes that I was stressing about. Tony took care of my amendment in no time at all and made it look so easy. His professionalism and prompt email correspondence made my experience with Crossroads Planning so smooth. I have had others take care of my taxes in the past but Crossroads Planning by far sets the standard and I will definitely be going back to them again for any tax issues or financial advice. I have already been recommending Crossroads to my friends and family. What really stood out was his friendly update emails letting me know the status of my amendment, at no point in time was I in the dark with the process. Also, he really does care and not out to just get paid. You are in good hands with Crossroads Planning. Two thumbs up and 5 stars all the way! read more

Great customer service. Very knowledgeable and efficient. Tony helped with me with discrepancies on my return and had it filed within a day. He found errors on my turbo and maximized my returns. I'm impressed with his professionalism and quick service. Money in the bannnnkkkkk!!!! read more

Tony has great customer service skills and is very knowledgeable about the information and services we needed. We will be using his services moving forward and i would recommend him. read more