Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Paolo is great! He takes time to talk through everything and is very patient when answering all my…read morequestions. I highly recommend him!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Great financial service!!! I've worked with Paolo on setting up my IRA, mutual funds, and other…read morestock market investments. I've worked with Paolo for over 5 years now and he's really taken the time to get to know me and my financial goals. He's put together a strong plan that has yielded returns above the industry standards. We meet regularly to discuss my finances and trends in the market. Paolo is and industry expert and will give you genuine input on investments and risk VS. reward scenarios. I feel like my finances are in good hands and that provides me with peace of mind, so I highly recommend him and his team to handle any financial service required!

I've been working with Paolo for over 5 years now and have nothing but good things to say. He's…read morevery honest and transparent and answers any questions you may have. He takes the time to understand your goals and gives you the best options to meet them. I would recommend him to anyone looking to invest.

RCD Capital LLC, specifically Mr. Steven Lee, is not just a broker out there to make money for…read morethem, but truly amazing how he does not waste time to help others like me, in the past 3 months he did get me approved for a DSCR Cash-Out Refinance Loans because due to Covid-19, I got 2 properties endangered to be foreclosed with foreclosure sale dates, it was breathtaking, but prayerfully, GOD moved miraculously and RCD Capital's strategies worked. I will recommend RCD Capital with 5 stars on the smooth, shortened process to a Cash Out Refinance. 1) RCD Capital has helped me SAVE from FORECLOSURE our 2nd Home 2) RCD Capital has helped me SAVE from FORECLOSURE our rental I cannot thank RCD Capital enough for their efforts to help me even though these are not million dollar deals. However, I will pray for you business to help more people like me. See the rental scheduled to be foreclosed on August 26, I was able to wire $70K yesterday to reinstate it - and I am current now! May God bless you RCD Capital LLC!

This company is a scam. RUN!!! They said they could not get ahold of me while they knew that I was…read moretrying to reach them and they put my property up for auction. ZERO STARS

The service here is amazing, Irene really explains everything in detail and creates a comfortable…read moreenvironment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year.

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

Stay away from this broker, I called them three times every time they said we will give you a call…read moreback and they didn't. Business' owner of Smog and Auto registration in south of Orange County with asking price 140k I hope you will see this comment, I highly recommend you find another broker otherwise your business will stay on ads forever.

Worked with William and he was very helpful. We had never sold a business before and he guided us…read morethrough the whole process. We were very happy with the outcome. Highly recommend

Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her…read morelong term care. They were thorough, professional and respectful and successfully qualified her for coverage, saving us thousands. Every case is different but I would trust them to to do the work again in a second.

My 94 year old Mother lived alone and was very active until she fell in the shower and broke her…read morehip. That day was the end of her ability to live alone. My four siblings and I were an emotional wreck when this unexpected life change was thrust upon us. We didn't know anything about elder care or what services were available. We began calling everyone we could think of for advise and help. We were drowning in sorrow and confusion. There were so many decisions that had to be made immediately and we didn't have a clue what to do. Everything felt urgent and it was so important to my Mother's wellbeing that we didn't make a mistake. By an absolute stroke of luck, Karl Kim was mentioned to us by a friend as someone who might be able to help. He and his staff have been wonderful in guiding us through the past 8 months of care facilities, Medi-cal applications, banking advise and hospice care information. I appreciate that I get a reply to my emails and phone calls almost always the same day. One meeting with Karl and the dark mysterious cloud of elder care was lifted from our lives. Thank you Karl and staff for all you have done for my family these past 8 months. You have truly been a Godsend. I know all these five star ratings might seem a bit over the top and I am adding yet one more, but I sincerely believe he is deserving. He absolutely has all the elder care answers and goes above and beyond to share them with you. If you are struggling with elder care issues - reach out. You won't be sorry.

Absolutely love them. I've been going to them every tax season for a few years now and I've gotten…read moremy family to go to them. Highly recommend them.

Melissa knows her stuff for sure. I recently needed help starting a company for investment trading…read moreand she definitely helped answer all my question I had regarding C-corp and partnership LLC. She patiently told me what to expect, what I can and cannot write off and how the tax will work. Even helped me find a better living trust attorney as my current one is lazy and doesn't even bother to reply on his phone. She also pointed me in the direction of where to find registered agent to open my LLC across state line because lets face it, California kind of suck for having a business when you can open it in Delaware or Wyoming. You know when people tell you a good CPA is worth their weight in gold? Melissa might be worth it!