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Crossroads Planning LLC
- Financial Services
- Orange, CA
About this business
Location details
City Tower, 333 City Blvd W #1700, Ste 1700, Orange, CA, 92868, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | Closed | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We had the pleasure of working with Tony CPA, and we couldn’t be more impressed with his professionalism and expertise. Tony was incredibly knowledgeable and took the time to explain the tax forms in a way that was easy to understand, even for someone with limited knowledge of taxes. He patiently answered all of our questions, making sure we were comfortable with every step of the process. His helpfulness and clear communication made our experience stress-free, and we left feeling confident that our taxes were in good hands.... read more
I remember feeling hesitant when Crossroads Planning acquired the accounts of my accountant, I had been with for years, upon her retirement. I was apprehensive about the change. There was no need to worry.....Garrett and the entire Crossroads team made the transition painless and easy with their personalized manner, expertise and wonderful service! Proof that embracing change is good....I appreciate the great team this change has given me. They are excellent in every way!
I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications. I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience!
My husband and I have had the pleasure of having Garrett Jones as our CPA for the last 2 years! He has helped us through navigating our business and personal taxes with ease. He is always there for my random questions all year round. Highly recommend Garrett and Crossroads Planning for all your CPA needs, thanks so much Garrett!!!
This is my 2nd year working with Garrett at Crossroads Planning and he has been extremely helpful from the start! As a new small business owner, I've had many questions about taxes, and Garrett has always been happy to answer my questions and provide guidance. If you own a business and are looking for tax help, I'd highly recommend Garrett and the team at Crossroads Planning. I'll definitely be a life-long client!
Frequently asked questions about Crossroads Planning LLC
How is Crossroads Planning LLC rated?
Crossroads Planning LLC has a 4.9 star rating with 18 reviews.
When is Crossroads Planning LLC open?
Crossroads Planning LLC is closed now. It will open tomorrow at 9:00 a.m.
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