About Us
Turning Tax Pros into CEOs
I know what it’s like to hustle through tax season and still feel like you’re starting over every year. I also know what it’s like to run your own tax office, keep 100% of your fees, and scale into a business you can pass down. That’s why I built Crest Suite Agency, to give tax professionals the mentorship, software, and systems I wish I had when I started.
Growth.
Efficiency. Innovation. Empowerment.
[ About Us ]
From starting over to building
stronger businesses
From starting over to building
stronger businesses
At Crest Suite Agency, we know what it feels like to hustle through tax season only to start from scratch the following year. That’s why we exist, to help tax professionals, service bureaus, and credit specialists move beyond survival mode and build businesses that scale, sustain, and create real legacies.
Legacy-driven growth
Mentorship that matters
Smart System & software
Our Core Path to Scaling, Compliance
and Long-Term Success.
Our Core Path to Scaling, Compliance and Long-Term Success.
Our Core Path
Trillionlytics CRM
Gives you one powerful, branded platform to manage clients, streamline marketing, and stay compliant, all while saving time and scaling your business.”
My Tax Takeover Blueprints
Our Tax Takeover Programs provide step-by-step mentorship designed to help you build and scale your tax empire from becoming an ERO to expanding as a full-service bureau.
Tax Training & Tools
Practical courses, ready-to-use templates, and proven resources designed to keep you IRS-compliant while helping you grow your business with confidence.
Meet Our CEO
Denise O’Neal
is a serial entrepreneur, tax strategist, and the driving force behind Crest Suite Agency. With years of hands-on experience in tax preparation, credit repair, and business growth, Denise has helped hundreds of tax professionals and service bureaus increase profits, stay IRS-compliant, and operate with systems that actually work. Her coaching style is direct, results-focused, and rooted in real-world strategies, not theory. Denise believes every tax and credit professional deserves to run their business like a CEO, not just a service provider.
Why she's unique:
Legacy Builder
Proven Expertise
Results-Driven Leadership
[ Why Choose Us ]
The Transformation:
Before vs. After Crest Suite Agency
See the real difference we bring to your business, from the struggles of tax season
to the clarity, systems and growth that come with the right partner by your side
Before:
Slow Growth
Burnout Cycle
Outdated Systems
Tax Season Stress
Compliance Worries
After:
Legacy Built
Scalable Profits
Smooth Seasons
Smart Automation
Confident Compliance
Trusted By Tax Professionals Like You
Hear from the entrepreneurs and tax experts who turned their hustle into growth
with Crest Suite Agency by their side.
“I was tired of giving up half my prep fees. Now I keep 100% and finally feel like I own my business.”
“I used to split my prep fees and still had to figure everything out alone. Now I’ve got my own EFIN, my own office, and full support behind me. Best decision I ever made.”
“This mentorship gave me the structure I was missing. I went from overwhelmed to fully operational in just weeks.”
How I Help Tax Pros Win
Help Tax Preparers Become EFIN-Approved EROs
From application to approval, I walk you through every step so you can operate under your own credentials.
Mentor EROs to Scale into Service Bureaus
I guide you in building your own network of preparers so you keep more revenue and expand your reach.
Provide Branded Tax Software
Own your software, keep your fees, and run with built-in workflows that save time and boost profits.
Train Teams with Compliance-First Processes
From due diligence to secure client handling, I make sure your office is always IRS-ready.
Build CRM Systems That Run Your Office on Autopilot
Streamline communication, onboarding, and follow-ups so your business works when you don’t.
Eliminate Guesswork with Proven Systems
I replace trial-and-error with step-by-step processes that get consistent, profitable results.
Every great achievement begins with a single step, and with. you’re already on the path to success.
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Office Hours:
Mondays - Saturdays:
10am - 7pm
Sundays: Closed