Hired 3 times
4 years in business
Credit card, Cash
Photos and Videos
Special tax situations
Stocks or bonds,
Individual Tax Preparation
Tony was great and very helpful in answering all the questions we had. He was fast and accurate. Recommend him to anyone needing financial services .Apr 18, 2018Verified
I have had nothing but great experiences with Crossroads Planning. Tony has done excellent work and is super responsive. My life is crazy hectic (lawyer, constantly traveling). Fortunately, Tony is my go-to guy for all things finance; because of his expertise I am able to keep the financial facet of my life on track.Aug 4, 2018
There's alot to be said for tax and financial planning professionals. One if them being, they are a dime and a dozen, pushing life insurance, and don't take the time to really get to the heart of the issue for you. Well I can safely say that wasn't the case with Crossroads. They sat me down and treated me like family. There was no push for life insurance in plan, they had acknowledged a need and were able to refer an outside professional. I was so happy with my experience, I even paid to have my mom to have her plan done.Jul 12, 2018
Best experience I've had. Tony was very honest and professional. I will be going to him from now on.Jul 12, 2018
I really enjoyed the professionalism I encountered with Crossroads planning. Tony was responsive and prompt when I called and answered all my questions. It was my first time filing taxes and I was really lost on what to do. Tony really helped me understand what was needed and even gave me diagrams and drew out pictures for me. He is really caring and looks out for his clients and their best interest. I will come back for financial planning questions!!! I really enjoyed their service.Jul 12, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?We offer military discount. Thank you for your service.
- What education and/or training do you have that relates to your work?Tony T. Chan, CFP®, EA has more than ten years of experience in financial planning and tax services. He has extensive knowledge in advising clients from various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt & risk management, and estate planning. He is also a proud member of the Orange County Financial Planning Association, National and The National Association of Personal Financial Advisors and the XY Planning Network. Tony has received multiple awards and is a nominee for 2016 class of InvestmentNews 40Under40.
- What types of customers have you worked with?We have worked with small business owners, individuals, married couples, real estate professionals, independent contractors, retirees, investors, gen X and gen Y/millennials, individuals with foreign income.