Crossroads Planning LLC

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Introduction: We are Certified Financial Planner and IRS appointed Enrolled Agents. Our ideology is based on the belief that everyone deserves financial freedom. To achieve this, we use multiple tax strategies and planning that incorporate and maximize our clients' needs while minimizing their exposure to tax liabilities. In doing so, we work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal. Tax can be stressful and time consuming and we like to take this burden out of our clients. Nothing make us happier than seeing a satisfied client, we are committed to build long term relationship with all of our clients.

Overview

Hired 3 times

License verified

4 employees

9 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, and Square cash app.

Featured Projects

2 photos

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for value, responsiveness, and punctuality.

Exceptional 5.0

9 reviews

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Veronika P.

Jan 31, 2018

Tony Chan is very professional and helpful.

Anthony T.

Oct 13, 2017

I've worked with Crossroads Planning for about four years at this point. I've sat down with their team in order to prepare my financial plan and taxes and found them to be extremely professional, knowledgeable, and responsive. I am a self employed individual, so we had to come up with creative solutions in order to achieve the possible scenarios.

Albert l.

Oct 13, 2017

Tony is a true professional. The combination of his tax and financial planning expertise makes his services unique and irreplaceable. Not having to consult 2 different individuals for the same financial objectives makes my life so much easier.

Francis N.

Oct 13, 2017

Tony has been phenomenal in helping me with the first year of my small business and has been extremely accommodating during that critical time. He answered all my questions about starting and maintaining my first business and made sure I had all the correct paperwork submitted. I feel extremely confident in having him handle my business and personal matters and have recommended Crossroads to countless colleagues and friends.

Marlene M.

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.

Credentials

License

License Type: Enrolled Agent (CA)

License

License Type: Investment Advisor (CA)

FAQs

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.

Crossroads Planning LLC

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