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SoCal Planners

5.0 (13 reviews)
Open 9:00 am - 6:00 pm

By appointment only

Updated 1 week ago

Services - SoCal Planners

Business filing for current tax year

Individual filing for current tax year

Current year tax preparation and filing

9 More Services

Debt management

Insurance planning

Investment management

Life insurance

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Retirement planning

Tax planning

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Recommended Reviews - SoCal Planners

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Business owner information

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Chris M.

Thank you Henry! And the bread was delicious!

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4 years ago

Best place to get my taxes filed. Christopher Munchhof is the best tax consultant. Thank you for being so efficient.

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Chris M.

Thank you Sandy!

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8 years ago

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Ask the Community - SoCal Planners

Are you guys well experienced with crypto tax?

Hi Renee, yes we are experienced with crypto currency taxes. Additionally, we have taken special courses specific to cryptocurrency taxes and have experience investing on several crypto exchanges. Please call to discuss your specific scenario.

Don’t See Your Question? Ask Away!

Review Highlights - SoCal Planners

I really enjoy going there, Chris is very knowledgeable and professional always available to answer questions before hand.

Mentioned in 11 reviews

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AAA

AAA

(215 reviews)

Phase II Review Completion…read moreToday I picked up my car at Legacy Auto Body and what an amazing experience with AAA and Legacy. No one like having to deal with an accident or mishap involving your car especially when it was parked but I found what is probably the best auto body and repair shop in Orange County. My car was covered by the other driver's AAA insurance. AAA and the Legacy Body Shop team did an amazing job processing the claim and completing the repairs before Thanksgiving. The AAA staff were amazing with stellar communication and follow-up. Thanks to Rich Tabach, Angel Nguyen and Tiffany for solid team work and customer service in delivering and unsurpassed quality in the completion of my car's repairs. Happy Thanksgiving. Highly recommended!

Ok, I'm a little upset right now and I'll try to be as polite as possible…read more In March this year, I added a car to my insurance. I was in Valencia and decided to stop by this office as it was convenient at the time. I was quoted a dollar amount for the card I added, then received the statement and it was higher. I thought "No big deal". I'll call to check why it's higher. I called this office to speak to the rep that helped me that day and the voice mail said he was out of the office a couple of days and to speak to another gentleman. So I called and this guy said "yeah John Doe" hahaha will be back next week. Ok, I called the following week and his voice mail was still the same "I'll be back Tuesday", I was like "shouldn't he be back?" I called and left messages on both extensions and still no response. As I was writing this review I received the call back. I just don't understand why I had to wait so long. I figured another office would be able to help me so I called an office in Reseda and the automated system went retarded on me, I figured "let me call the location on Chatsworth and guess what? The retarded automated system is everyone. After I received the call back my issue was resolved, but in the modern world, why would anyone have to wait two weeks to get something resolved? I'm just saying.

SoCal Planners - taxservices - Updated May 2026

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