Strategic Tax & Estate Planning Designed Around Your Life
Protecting tomorrow's legacy
Our Services
Tax Preparation & Filing
Accurate, compliant, and strategic tax preparation for individuals and business owners—designed to maximize deductions and reduce risk.
Proactive planning that helps you stay ahead, reduce surprises, and make smarter financial moves throughout the year.
Notary
Professional, Reliable Notary Services You Can Trust
CrestPoint Tax Group provides professional notary services designed to make important document signings simple, secure, and stress-free. Whether you are handling personal, legal, or business documents, we ensure accuracy, confidentiality, and proper execution.
Our notary services are ideal for clients who value professionalism, attention to detail, and convenience.
Consultation
Vision
Meet Victoria Drummond
CrestPoint Tax Group was founded with a clear purpose: to build a legacy that not only strengthens my own family, but empowers others to create theirs. We believe that legacy is a luxury—and true luxury is rooted in freedom, knowledge, and financial peace of mind.
We provide secure virtual tax filing, bookkeeping, notary, and estate-planning guidance designed to meet you where you are and guide you toward the financial summit that aligns with your life and goals.
This is more than tax preparation—it is financial transformation.
CrestPoint Tax Group — Where Legacy Meets Literacy.
Our Impact
Satisfied Clients
Accuracy in Tax Preparation
​
Notary
Professional notary services delivered with accuracy, confidentiality, and attention to detail. We ensure your important documents are properly executed and compliant—without unnecessary stress.
Estate Planning
Thoughtful estate planning support to help individuals and families organize their affairs, protect assets, and plan confidently for the future.
Small Business
Small business owners rely on our specialized tax services to stay compliant, organized, and financially efficient. At Crestpoint Tax Group, we handle accurate business tax preparation, quarterly estimated filings, and strategic tax planning designed to reduce liabilities and improve cash flow. Our proactive approach helps protect your business, strengthen financial stability, and ensure you keep more of the revenue you work hard to earn.
Bookkeeping
We offer structured bookkeeping support for startups seeking clarity and control over their finances. From organizing transactions to maintaining accurate financial records, our services help reduce risk and support informed business decisions from day one.
Personal
Crestpoint Tax Group, where we specialize in providing personalized tax return services tailored to your unique financial situation. Our dedicated team is here to make the tax smooth and stress-free, ensuring you the maximum refund possible. Trust us to handle your personal tax needs with care and expertise Let’s get started on your journey financial peace of mind today!