Services
Tax Quote
Crestpoint Tax Group is here to provide you with a personalized tax quote that meets your needs. Victoria is dedicated to ensuring you understand every aspect your tax quote. Reach out today and let Victoria help you navigate your tax responsibilities with confidence.
Free all January 2026
$25.00 after Promo 2/1/26
Business Consultation
Crestpoint Tax Group offers expert business consultation services to help you navigate your financial. Victoria knowledge is dedicated to providing tailored that meets your unique needs. Let Victoria assist you in making informed decisions that drive your business forward. Contact us today to schedule your consultation!
$100.00 ( 45 Minutes )
Notary
Crestpoint Tax Group is proud to offer professional notary services to meet your needs. Our experienced team ensures a smooth and efficient process, providing you with the confidence and peace of mind you deserve. Whether you require documentization for personal or business matters, we are here to help. Trust Crestpoint Tax Group for reliable and trustworthy notary solutions.
$20- Ea Document
Mobile- Add $15
Free for Seniors over 65
Estate Planning Package
Crestpoint Tax Group is here to simplify your estate planning process with our comprehensive package. Our expert team is dedicated to you protect your assets and secure your legacy for future generations. We understand the importance of personalized service, and we are committed to guiding you every step of the way. Let us help you a solid plan that meets your unique needs.
Starting At $100
Bookkeeping Services
Welcome to Crestpoint Tax Group, where specialize in providing reliable and efficient bookkeeping services. Our dedicated team is here to help you manage your finances with precision and ease, allowing you focus on what matters most—growing your business. Let us take the out of bookkeeping so you can achieve your financial goals with confidence.
Starting At $300-$500 For Basic Services
$500-$1000 For Mid-Tier
$1000-$2500 For Advanced Or High Volume Support
Bookkeeping
Services
Accurate books are the foundation of any strong legacy. At CrestPoint Tax Group, our bookkeeping services are designed to give you clarity, confidence, and year-round organization—so you can focus on growing, building, and protecting what matters most.
We offer secure, virtual bookkeeping solutions that streamline your financial records while aligning with your long-term goals. Whether you are a new business owner or managing an established operation, we meet you where you are and provide the structure you need to stay compliant, informed, and prepared for tax season.
Our Bookkeeping Services Include:
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Monthly transaction categorization and account reconciliation
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Secure digital record-keeping
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Clean, tax-ready books for smooth filing
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Income and expense tracking tailored to your business
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Profit, loss, and cash-flow insights
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Preparation for tax planning, audits, and estate-related documentation
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Optional add-ons such as payroll entry, invoicing, and notary support
At CrestPoint Tax Group, we don’t just organize your books—we empower you to understand them. Our education-first approach ensures you are confident in every number and equipped to make informed decisions throughout the year.
This is more than bookkeeping.
This is the foundation of your legacy.