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    SoCal Planners

    5.0 (13 reviews)
    Closed Closed

    By appointment only

    Updated 3 months ago

    Services - SoCal Planners

    Tax planning

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    4 years ago

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    Chris M.

    Thank you Henry! And the bread was delicious!

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    5 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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    9 years ago

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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

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    AAA

    AAA

    (219 reviews)

    Been coming here off and on for years. Sometimes I wonder if I still need my AAA membership but…read morewhen I go and use their services it's a no brainer. I've had tows, jumps, travel and battery replacement service. Don't underestimate this one. They bring out the battery and swap out the bad one. All for the same price you would for buying just the battery at a local auto parts store. Oh and if you get online movie tickets thru AAA it will literally pay itself for the membership in savings. Recently I've had to do a bunch of paperwork with notary service. It's great they offer this too. I have been are within minutes every time. $6 per signing and I'm out in under 10 minutes. The staff are always friendly and offer lots of help. No DMV attitude here. Haha. I recommend visiting on weekday mornings for the quickest service.

    This place is gone down, no customer service.Since you walk in you are treated with pure attitude…read more Instead of asking hoe they can help they are ready to tell you they can't help you. It used to be convenient to go here instead of the dmv but now it's just like the dmv. They are so ready to upsell you insurance or travel packages. There travel packages are a scam. You can find them for way less on your own. Most people don't know but if you don't pay your full insurance premium upfront then they charge you interest to make monthly payments. No other insurance company does this. They are barely hanging g in to my business.

    JSG Insurance Services

    JSG Insurance Services

    (36 reviews)

    I can't say enough about Judi Jordan. She will go above and beyond to help. If you live in Santa…read moreClarita or any other area that has been deemed high fire zone home insurance is near impossible to buy. Many providers left California and the ones that stayed have raised the price of coverage. We experienced this when our company decided to leave and left us not knowing where to go for answers. We looked around and like many wanted help. In out search for help we came across Judi Jordan, JSG Insurance . We spoke with her and let her know what we were going through. She right in and made us feel like there was hope. She started working with the few choices we had left. She made the process painless and stayed on top of all the requirements. She helped us through it all step by step. She is the type of person that wants to help, and I mean really help with no strings attached. When you work with her, that's what you come away with. She has a kind heart, and the motivation to want to help. You don't meet people like Judi anymore, not anymore. If you do get the privilege to work with her, please take it and you'll see what I have written here today is 100% true. Always grateful to you Judi.

    I called JSG Insurance out of the blue after my previous carrier non-renewed me and I suddenly…read moreneeded to find new coverage fast. From the very first call, Judy was warm and helpful, and she connected me with Doug, who patiently walked me through every option, answered every question I threw at him, and genuinely educated me along the way. The owner, Jon, clearly runs a team that cares about doing right by their clients. I ended up with coverage I actually understand and feel good about. Highly recommend this team.

    SoCal Planners - taxservices - Updated August 2026

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