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.

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.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

***Monday June 8th UPDATE*** I'm switching my star rating,…read moreand want everybody to know that my money was in fact in my account my midnight, this morning. I'm not too sure if it was due to the weekend, or if they did some investigative work to find out exactly who I am. But the money did get deposited. I was freaking out initially, because of the whole situation I explained about in the original review. I can't say for certain that I'll ever use this service again, but I can say my $2k did in fact land, pretty much exactly per my demand and my bills are paid as a result of it. There are other options out there, so this service isn't really beneficial to me since I don't send money overseas. But I can say, that I don't believe this place will rip you off. Please ignore the "scammers" accusations. They are a legit business. Original review: They promise a 10 minute transfer, then when you dump over $2k, They turn around and tell you it's 3 business days. Wire transfers are instantaneous these days. I just received one for almost $14k that was sent and hit my bank account before I even got the text message that was sent simultaneously. So why are you sitting on my money? How this place has such a high rating on TrustPilot blows my mind. I'm so pissed right now, and I will never ever ever use this service again. Bait and switch, and a company full of liars. But based out of California, what do you really expect? I'm in a bind, and had to send cash to myself, because I have $8,000 worth of bills coming out of my business account on Monday, and my normal routine method was incapacitated for a few hours today. So I drove all over West Virginia, and spent about 200 bucks just to send $3,000 to myself, with the promise of a 10 minute deposit, which now, apparently won't hit my bank until next Thursday. Ria said my money had been deposited and I needed to call the bank for further verification, which I did, and they have no sighting or record of my money whatsoever. I called the Ria rep, and with a thick, almost impossible to understand Indian accent or something, (again, California, go figure) was asking me questions to verify my transfer. After I passed the verification phase, he was "sorry to inform me that it will take 3 business days". So the 10 minute promise? It's a LIE. I've only got a few thousand in my bank account, and I'm going to be bouncing bills left and right thanks to these scam artists. I guess for the typical person transferring $100 to TJ or Ecuador, it's the best thing since sliced bread. But for people with serious money that need serious results, within a promised time frame, its a friggin joke. Misled, lied to, deceived. I'll tell you this right now, my money better be in my account by midnight on Monday, or you're going to have serious legal repercussions. And if you think I'm playing? Try me. I have SUCCESSFULLY sued a major conglomerate and even the Federal Government. You can play with my dog, you can play with my emotions, but once you start playing with my money, that's where the fun and games will end for you. Midnight Monday June 8th 2026. If my money's not in there, you'll be getting served by 9:00 a.m. Monday June 8th 2026, by Woodburn and Wedge. You will be responsible for my legal teams costs, and the petty interest you will be paying me back will be the least of the financial restitution I will be getting. ***DISCLAIMER*** This pure, uncut, honest review is federally protected under Federal Law by way of Bill #EO14149. Removal or alteration of this review by Yelp and/or their affiliates without Expressed consent by it's author is strictly prohibited by FEDERAL law. VIolators will be prosecuted, and litigation imminent.

This is the worst money transfer service I have ever dealt with. When sending money to my…read morerecipient, these people put a hold on the money & the person was not able to pick it up. There was a 6 day hold on the money, supposedly for review. I called their customer service to cancel & get a refund since the person was not able to pick it up. Their rep told me it would take 5 to 10 minutes for my funds to show back in my bank account. After 6 days, my money is still not back in my bank account. When I called back, several times, now I am told my money will take 2-10 business days from the date after the original "send" process was completed, as if it was never cancelled. DO NOT USE THIS SERVICE!!!

I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

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.

I wish I could give him more stars. He is the best financial advisor that I've ever seen. He is…read morereally analytical and he is one of the top when it comes to services. I am so positive that you can get a best solution regarding your financial situation with him.

From the owner: My business specialize in "Personal Care"…read more There are too many companies and products out in the market, that my clients are flooded with too much information. As an independent broker/advisor, I am always on my client's side, guiding them to the right direction

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

DO NOT RECOMMEND !!!…read more After experiencing two consecutive years of errors from a well-regarded CPA that resulted in penalties and fees, I made the deliberate decision to take a more rigorous approach to my tax preparation. I engaged two reputable firms simultaneously, paying each their full standard rates, with the intention of filing whichever return I determined to be most accurate and advantageous. Over two filing seasons, I alternated between the two firms' returns based on merit. My other preparer understood and respected this arrangement without issue. Slaten, however, took exception to it and ultimately terminated me as a client. This raises a legitimate question worth considering: if a firm is confident in the quality of its work, why would it object to a client seeking a second opinion? In medicine and law, independent review is not only accepted but actively encouraged as a mark of professional integrity. Slaten's reaction suggests an unwillingness to have their work scrutinized, which is precisely the kind of posture that should concern anyone trusting a firm with their financial obligations. I was a paying client in good standing. I introduced no burden beyond what any other client would. The sole issue was that I held them accountable to a standard of accuracy. That they found this objectionable tells you everything you need to know. **Not recommended.**

Susan & Reese have been very helpful as my wife & I head into retirement…read more Seem to be very knowledgeable about all financial questions we throw at them. They offer an In-house lawyer who gives free Seminar's concerning pretty much exactly what we're going through!