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    SoCal Planners

    5.0 (13 reviews)
    Closed 9:00 am - 6:00 pm

    By appointment only

    Updated 2 months ago

    Services - SoCal Planners

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    9 More Services

    Debt management

    Insurance planning

    Investment management

    Life insurance

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Tax planning

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    Business owner information

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    Chris M.

    Thank you Henry! And the bread was delicious!

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    4 years ago

    Best place to get my taxes filed. Christopher Munchhof is the best tax consultant. Thank you for being so efficient.

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    Chris M.

    Thank you Sandy!

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    Ask the Community - SoCal Planners

    Are you guys well experienced with crypto tax?

    Hi Renee, yes we are experienced with crypto currency taxes. Additionally, we have taken special courses specific to cryptocurrency taxes and have experience investing on several crypto exchanges. Please call to discuss your specific scenario.

    Don’t See Your Question? Ask Away!

    Review Highlights - SoCal Planners

    I really enjoy going there, Chris is very knowledgeable and professional always available to answer questions before hand.

    Mentioned in 11 reviews

    Read more highlights

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    AAA

    AAA

    (216 reviews)

    Ok, I'm a little upset right now and I'll try to be as polite as possible…read more In March this year, I added a car to my insurance. I was in Valencia and decided to stop by this office as it was convenient at the time. I was quoted a dollar amount for the card I added, then received the statement and it was higher. I thought "No big deal". I'll call to check why it's higher. I called this office to speak to the rep that helped me that day and the voice mail said he was out of the office a couple of days and to speak to another gentleman. So I called and this guy said "yeah John Doe" hahaha will be back next week. Ok, I called the following week and his voice mail was still the same "I'll be back Tuesday", I was like "shouldn't he be back?" I called and left messages on both extensions and still no response. As I was writing this review I received the call back. I just don't understand why I had to wait so long. I figured another office would be able to help me so I called an office in Reseda and the automated system went retarded on me, I figured "let me call the location on Chatsworth and guess what? The retarded automated system is everyone. After I received the call back my issue was resolved, but in the modern world, why would anyone have to wait two weeks to get something resolved? I'm just saying.

    The worse road dude service. I've been waiting over 3 hours for help. First driver cancelled for no…read morereason and I was not notified. This is not the first time I've waited this long. They have a monopoly I wish I could find another roadside service company . Ruined my late afternoon and evening

    SoCal Planners - taxservices - Updated July 2026

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