This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

Mindy is an excellent CPA. She takes the time to thoroughly answer all of my questions and makes…read moresure I understand what's going on. If anything looks unusual, she'll proactively call to confirm and walk through it with me. I especially appreciate how forward-thinking she is. She doesn't just handle the current year's filings, but also gives practical guidance on how to be more efficient and better prepared for the following year. If you're looking for a CPA who is detail-oriented, communicative, and genuinely looking out for your best interests, I highly recommend reaching out to Mindy.

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

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.

Don't ever go to this place. Charged me $350 for a W2 tax and $600 for business tax. They only got…read moreback to me $900 in tax return. This is a scam!

Do not come here. Whatever service they provide, you can find 10 other places that give you a…read morebetter price, better service, and better overall experience. Trust me, this place is no good. They are rude, they charge high price, and they don't care about you or your paperwork. You are just a paycheck to them. They do not have your best interest in mind.

Last I heard, this guy was in jail for fraud and/or tax evasion. I spent a lot of money on his…read moreseminars and services, but it never paid off. After a few thousand dollars spent, I ended up with a Home Depot credit card and a line of credit with ULINE (which anyone can get) and a Staples credit card which was closed the day after they issued it. I did everything as instructed which was costly and time-consuming. Not worth it.

I see a lot of people on here complaining that they paid for a program to raise their credit score…read moreand it didn't work. During my credit rebuild journey with RR, I have heard repeatedly that you have to follow all the rule and tools. If you just pay them and expect it to work, you're very wrong. If you aren't willing to put in the work on your end, then don't bother signing up. I have put in the work and followed the program. My credit score is up over a hundred points. I have no reason to doubt his word or system. I am consulting with my specialist "Chris" and we are setting a personalized program to get me headed down my path to financial independence. Thank you, Ray, for what you do. Don't expect good things to come to you without working for it.

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.

I came to USA for only 9 months. I have good amount of cash and wanted to put my money into some…read moregood investments. Real Estate was my first choice but where I should start: house flipping? rental properties? investment?.  What about real estate laws and regulations? There were too many questions came through my head. I do not have any experience nor knowledge about real estate in the US. I realized I need to take some Real Estate courses to learn more. Through Google and Yelp reviews, I decided to join Real Estate school at One Stop Realty and Financial under Mr John Nguyen as an Instructor. He s also a California Real Estate Broker. English was my second language, and it became my major road block. I suffered from lack of self-confidence and was afraid to speak up during class as I fear of being laughed at with my poor English pronunciation.  Fortunately, my English language issue was solved, since John offers real estate classes in both English and Vietnamese, which really helps me understand and catch up with all the lectures.. Teacher John was truly awesome. He made the material super easy to understand, digest and retain. He was ALWAYS available to answers thoroughly any questions I had from either the textbook or a real life scenario case.  I really liked the way he teaches in class. He kept all real estate chapters very interested with applying them to real life scenario. He often called out students and asked them to share their thoughts to make sure they understand the material. I was very embarrassed at first, when he called me up, but later I realized it really helped me improve my critical thinking on my day by day events. I also loved his great attitude and his sense of humor.  Believe it or not, when I first signed up in class,  I knew nothing about real estate, and I now finished the class with a whole lot of knowledge.  I passed Real Estate Salesperson exam on the first try....YEAH!! John took me in as his Agent/ Realtor under his One Stop Realty and Financial Team. He was my teacher, and is NOW my Broker as well as my mentor. He personally trained me one-on-one with my first transaction.  I am confidently ready to put my cash to buy my first real estate investment... I am so excited..YEAH!! 2 THUMBS UP to Mr John Nguyen for being my teacher, Broker and Mentor..

Great attitude. The fella that runs this place speaks both English and Vietnamese, well I might…read moreadd. My wife and I have been going here to get our taxes done for quite a long time. He has up to date knowledge on the best practices when it comes to the latest tax information. The company gives me peace of mind! And one of the reasons is that they are not afraid to ask for directions if they don't know a specific details to a tax-related query. The owner also has real estate certifications and holds classes here. Thái đ tuyt vi. Ngi fella điu hành ni này nói c ting Anh và ting Vit, tôi có th thêm. V tôi và tôi đã đn đây đ đóng thu ca chúng tôi trong mt thi gian khá dài. Anh ta đã cp nht kin ​​thc v các phng pháp hay nht khi nói đn thông tin thu mi nht. Công ty cho tôi s an tâm! Và mt trong nhng lý do là h không ngi hi đng nu h không bit chi tit c th cho truy vn liên quan đn thu. Ch s hu cũng có chng nhn bt đng sn và t chc các lp hc đây.

Been going here for years. The team at JC is well versed at what they do and provide outstanding…read moreservice.

John and Hien are the best! I have been filing my taxes with them since 2012 and there is no…read moreonline tax service that could replace them. Their combined professionalism, expertise in taxes, personable service, and family oriented business is what keeps me coming back. The amount they charge is also super affordable compared to what I used to pay in the early 90s. I always love to catch up with Hien on the amazing travel bucket list that she has compiled over the years. I always recommend their office to anyone that asks. Plus, at the end of filing you leave with the butter cookies that you can use the tin for sewing supplies.

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.