Testimonials

I can’t say enough about Chris and his team at Crossroads. They are one of the best assets I have on my team. His level of professionalism, his knowledge of the finances of dentistry, and his team’s response time is amazing! I can’t recommend Crossroads enough for my friends and colleagues. I have worked with the best in the industry and Crossroads is second to none.

Chris and his team have been very helpful for our dental and orthodontic business over the last several years. We have made huge changes and they have been a trusted source of guidance on complicated issues. He has built a really good team of knowledgeable people around him to help with many of the issues one faces as a dental practice owner.

Chris has been my accountant for my practice for many years now. He is professional and very helpful with tax planning. I have tried to use other local accountants in the past which has led to poor planning and advice. They just don't know enough about the dental industry. Crossroads specializes in dentists needs and I feel like the cost is very fair. I would recommend checking them out.

I am a dentist of 18 years, so I have worked with several accountants and advisors. I have been blown away by my Crossroads Tax Advisors team! They have helped me tremendously, from uncovering unknown errors in my accounting to offering better tax planning strategies. They have really stepped up during this crazy COVID-19 crisis, walking beside me every step of the way to help me confidently plan for maintaining financial security and success in my office and at home. If you are looking for an intelligent, honest, hardworking and most importantly compassionate team of advisors, look no further. Crossroads Tax Advisors are the ABSOLUTE BEST!!

We're very happy and enjoy each of you individually and personally. Certainly you're providing excellent service.

Thank you for your time and advice, as always. I really appreciate it, and we're very, very happy with everything you guys are doing.

It's really nice to have QuickBooks Online, so I can get in to see and feel more confident about the Balance Sheets & Profit and Loss Statements. It feels scary to not feel good about numbers when you're trying to protect people's livelihood. So I'm very grateful and appreciate the solid numbers you provide.

As a single parent, I don't have anyone I can go home to and discuss issues such as how much money to make our personal life work. It's really helpful to know that I have a team full of people behind me helping me out. So thank you all for that.

You've been great. I'm really excited to continue working with you guys.

Thanks again for your advice.  You help relieve my stress more than you know.

As always - thank you for everything you guys do. I really couldn't imagine surviving practice ownership without you all!

I'm a new customer of Crossroads and have been so happy! I was looking for a good fit with an accountant that gave me personal attention and made me feel secure. With Crossroads I'm getting the support and resources of a big company but still feel a personal connection. I have contacts for all things tax related and feel that everything is being taken care of while I focus on my clinical practice. Communication with my team at Crossroads has been great and I'm not left guessing if something has been missed.

Crossroads Tax Advisors has been great to work with. They provide me with a clear picture of my monthly financials, which allows me to make confident decisions. Their detailed cash flow analysis has been instrumental in helping me plan for expanding my operatories. I regularly discuss business strategy with them, and they collaborate seamlessly with my personal wealth advisor to ensure my practice and personal goals stay aligned. Thanks to their guidance, I feel more in control of my growth and long-term success than ever before.

I think everything's been pretty easy. All of the different apps that you guys use are really streamlined. Dext is the easiest thing in the world. I literally take a picture and I toss the receipt and I'm just like, great. Thank you!

These meetings are very helpful. The bird's eye view is really helpful. I can kind of take a step back and take a better view of the overall practice like you said. So this is very helpful. I like that you know my goals and help me achieve those?