Turning Tax Pros into CEOs
I built Crest Suite Agency for tax professionals who are tired of surviving tax season and ready to own their business.
This is about structure, systems, and support that help you keep your money, scale with confidence, and build something that lasts.
Growth with structure.
Efficiency through systems.
Innovation that actually works.
Empowerment through ownership.
Helping Tax Professionals Stop Starting Over
From starting over to building
stronger businesses
At Crest Suite Agency,
we understand what it’s like to grind through tax season only to feel like you’re starting from scratch the following year. That cycle is exactly what we help tax professionals break.
We support tax preparers, EROs, service bureau owners, and credit specialists with the mentorship, systems, and software needed to move beyond survival mode and build structured businesses designed to scale, sustain, and create real legacy.
Legacy-driven growth built on structure, not hustle
Mentorship that supports real decision-making
Smart systems and tax software designed to work together
The Systems Behind Scalable, Compliant Tax Businesses
Our Core Path to Scaling, Compliance and Long-Term Success.
The Core Framework Behind Everything We Do
Systems
A centralized CRM to keep your business organized and scalable
Guidance
Mentorship and programs that support each stage of growth
Execution
Training and tools to stay compliant and confident
Meet Our CEO
Denise O’Neal
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 tax professionals and service bureau owners increase profits, stay IRS-compliant, and operate with systems that actually work.
Her coaching style is direct, results-focused, and rooted in real-world strategy, not theory. Denise believes tax professionals shouldn’t just provide services — they should run their businesses like CEOs.
Why Denise Is Different
Builds systems, not just motivation
Teaches ownership, not dependency
Focuses on compliance, profit, and long-term structure
Why Crest Suite Agency Exists
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 Crest Suite Agency
Most tax professionals were stuck rebuilding every year, relying on outdated systems, splitting fees, and operating without real guidance.
Why We Built Something Different
Crest Suite Agency was created to help tax professionals move beyond survival mode and into ownership.
We focused on structure, compliance, mentorship, and systems that support long-term growth not just one tax season.
What Changes With the Right Foundation
When tax professionals have the right systems and support, they gain control, confidence, and the ability to scale without starting over every year.
This is how real tax businesses are built.
How I Help Tax Pros Win
Help Tax Preparers Become EFIN-Approved EROs
From application to approval, I guide you through every step so you can operate under your own credentials with confidence.
Help EROs Scale Into Service Bureaus
I help you build and manage your own network of preparers so you keep more revenue and expand with structure.
Provide Branded Tax Software
Own your software, keep your fees, and operate with built-in workflows designed to save time and increase profit.
Train Teams with Compliance-First Processes
From due diligence to secure client handling, I help you build processes that keep your office IRS-ready year-round.
Build CRM Systems That Run Your Office on Autopilot
Automate communication, onboarding, and follow-ups so your business keeps moving even when you step away.
Eliminate Guesswork with Proven Systems
Replace trial and error with proven, step-by-step systems that create 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