Crossroads Planning
(7 Reviews)
Note: The above case study is hypothetical and does not involve an actual Crossroads Planning client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Crossroads Planning is engaged to provide tax, financial planning, or investment advisory services.
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In Business Since 2014
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Sentiment Analysis
But in the last few years we have been realizing that he has been agitated whenever my husband or I had any questions and our tax refunds seemed off and we were getting less and less.
FYI was in the service (idk about you but someone who loves the US has our approval).
Garrett is very professional, knowledgeable, and efficient.
They answered all my questions and provided detailed explanations of tax concepts that I did not understand.
You pay a little more and get more professionalism and a better tax return so it's a win win.
Tony is always quick to respond and very helpful!
He's willing to take the time and explain everything to you if you have any questions.
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