Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

Highly recommend this business, needs help in clearing out some QB entries and she showed up right…read moreon time and fixed the problem quickly.

Debra has been outstanding. She not only is very well experienced but also extremely informative…read moreand attentive to your business needs. I am so happy that found her and I would absolutely will recommend anyone to get her services as they they will not be disappointed at all! She immediately responds and continue to follow up until work is complete to the absolute best as possible. Thank You Debra for all you have done and continue doing.

Debbie was absolutely amazing! She helped me with everything I needed for my business. She…read morepatiently answered all of my questions and gave me great advice on how to save money and get the most out of my business. Just an incredible CPA!

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Cindy was quick to respond to us, and flexible with her time, and came at the time she said she…read morewould be there. She was very professional and pleasant to deal with and I highly recommend her services to anyone looking for a notary, and I will definitely keep her information in my contacts for any of our future needs.

From the owner: When your overwhelmed with paperwork and don't think you can carry it all to my office, let me come…read moreto yours! I will work at my place or yours. Full spectrum Bookkeeping with A/P, A/R, H/R, Payroll, using Quickbooks desktop, Mobile Notary & Mobile Remote I-9 Verification, Organizing Offices, Legal Documents, Legal Servings, Get your Profit & Loss statements & Balance Sheet ready for your CPA to get taxes done I can just spend a few hours teaching you about Quickbooks, help out where you went wrong, showing you around the Chart of Accounts, if you want to do it yourself. No job too small, I do it all!! Weekly, Bi-Monthly, Monthly, Quarterly, Every 6 Months, Once a year. I have all types of clients. Chiropractor, Physical Therapist, Appraiser, Construction Company, 2 Bars/Restaurants, General Contractor, Mobile Dog Grooming, Auto Mechanic, Off-Road Vehicle builder, Rubber Company. I’m also a Member of the Garden Grove Chamber of Commerce. The Treasurer for the Women’s Division, Garden Grove Chamber of Commerce

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

The service I received was excellent. I've recommended them to a few friends, and each thanked me…read more I wouldn't hesitate to recommend them again if anyone asks if I know someone.

The best in service office in the OC. that I have ever worked with. Very Professional , Fast…read moreReliable and Cost Effective .. Creative Marketing Concepts and services.

This office has all the professional equipment needed to produce print-quality materials…read more They met and exceeded my vision. Why don't they have more reviews?