Profile
Garrett Jones
ListedFinancial Planner & Tax Specialist in Orange, CA
About
About
Garrett Jones is associated with Crossroads Planning, a financial planning and tax preparation practice in Orange, CA. The official site lists Garrett G.
The practice describes a staged approach that includes tax preparation, comprehensive financial planning, and wealth management.
Garrett Jones is associated with Crossroads Planning, a financial planning and tax preparation practice in Orange, CA. The official site lists Garrett G. Jones, CFP®, EA, as a Financial Planner & Tax Specialist, with work connected to tax preparation, tax planning, and broader financial planning services.
The practice describes a staged approach that includes tax preparation, comprehensive financial planning, and wealth management. Its tax preparation section notes annual tax return preparation and strategic planning as part of an integrated planning process.
Crossroads Planning supports in-person service and also notes the ability to conduct virtual meetings and exchange secure documents through a client portal. Source facts also identify Crossroads Planning, LLC as a Registered Investment Advisor in California.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax resolution | In-person | ||
| Tax resolution | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Orange, CA
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