Guiding You to Financial Freedom
Our Vision
Cross & Associates is a trusted partner, empowering clients to achieve financial freedom through personalized solutions and unwavering guidance. We take pride in our ability to navigate complex financial landscapes, providing clarity and empowering informed decisions.
Our Expertise
Driven by client success, Cross & Associates offers a comprehensive suite of services addressing every stage of your financial journey.
Accounting & Bookkeeping Services
- Efficient accounting and bookkeeping solutions tailored to your business needs.
- Monthly financial statements and tax preparation assistance.
- Comprehensive write-up services to ensure complete and accurate financial records.
Financial Planning & Analysis
- Personalized financial plans designed to meet your unique goals.
- Comprehensive cash flow and budgeting analysis.
- Debt and finance advisory to optimize your borrowing and repayment strategies.
Strategic Services
- Entity selection and restructuring guidance.
- Estate planning and trust establishment.
- International taxation consulting.
- IRS representation services.
Additional Offerings
- QuickBooks accounting support and training.
- Tax management services to streamline your filing process.
Our Team
Led by experienced and certified professionals, our team combines extensive knowledge and unwavering dedication. We are committed to building lasting relationships with our clients, offering personalized attention and transparent communication every step of the way.
Client-Focused Approach
At Cross & Associates, we prioritize understanding your unique needs and goals. We take the time to listen, assess your situation, and collaboratively develop a customized plan that aligns with your aspirations.
Our Promise
We are confident that our expertise, personalized approach, and dedication to client success will empower you to achieve financial freedom and reach your financial goals. Choose Cross & Associates and experience the difference a trusted partner can make in your financial journey.
Overall Satisfaction
The overall satisfaction with Cross and Associates is mixed, with some reviewers expressing complete satisfaction and Others expressing significant dissatisfaction.
Positive Comments
Despite some negative reviews, the majority of reviewers praise Cross and Associates for their professionalism, expertise, and excellent customer service. They appreciate the staff's attention to detail, prompt responses to questions, and thoroughness in preparing tax returns. Several reviewers have been using the firm's services for years and have experienced no issues.
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