Crossroads Planning, LLC The City Dr, Orange

Crossroads Planning, LLC Reviews

• D

  D Chau
  5

  I was referred to Tony Chan by my real estate agent and it was the best referral ever! Tony took my husband and I on a spontaneous appointment before closing time and he was in no rush to leave. My husband and I have been using my prior accountant ever since I got my first job at 16 and recently he has been falling out. I remember when he used to help my whole family and we got great tax refunds each year... but in the last few years we have been realizing that he has been agitated whenever my husband or I had any questions and our tax refunds seemed off and we were getting less and less. With Tony Chan he answered all of our questions with patience and explained to us every little detail. All in all my husband and I left very happy and blessed. I will be referring my mother and mother-in-law to him as he shows his professionalism and knowledge tthrough his work. The facility is also beautiful, modern and clean. All around happy with his services...he is also licensed in finances which is a plus!

• C

  Christina Rubiano
  5

  My husband and I have been going to Tony for the last few years for our taxes. Tony makes the tax process super easy. You can upload your paperwork onto a secure portal to save you a trip. You pay a little more and get more professionalism and a better tax return so it's a win win. Overall, I highly recommend Tony. I highly recommend!

• R

  Rachel T
  5

  Thank you to Garrett for your tax help. Garrett answered all of our questions - small and big. Knew what we needed on our documents. It was a different year for us, having the pandemic and having a baby now to deduct. He's just out there to do good! Loves his job obviously. Very giddy about taxes and very knowledgeable. Also very nice and personable.... FYI was in the service (idk about you but someone who loves the US has our approval). Thank you guys.

• N

  Nedda Safi
  5

  Tony and team were awesome to work with! They were professional and very responsive. They answered all my questions and provided detailed explanations of tax concepts that I did not understand. I will definitely be working with them again!

• J

  Jason Shutts
  5

  Tony is great! He is fee based, so there is no attempt to sell you anything. He's willing to take the time and explain everything to you if you have any questions. Definitely in it for his customers and not just about money. Even took the time to talk to me about processes I can take to get into the field. All around great service.

• N

  Nina Yu
  5

  Garrett is very professional, knowledgeable, and efficient. Highly recommended!

• J

  Jami McCoy
  5

  Tony is always quick to respond and very helpful!