Smart Tax Solutions for Driven Tax Professionals
Stop Splitting Fees. Start Building a Real Tax Business.
I help tax professionals take control of their business, use the right systems, and build something that actually lasts beyond tax season.
AVAILABLE MON-FRI 10AM-8PM
Trusted Experts
Confidential & Secure
Stop Starting Over. Start Building Something Solid.
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 next year. That’s exactly why we exist.
We help tax professionals, EROs, and service bureau owners move beyond survival mode and build structured businesses with the systems, support, and strategy needed to scale and sustain long-term success.
Legacy-driven growth, not seasonal hustle
Mentorship that actually supports your next level
Smart systems and tax software built to work together
This Is How Tax Professionals Scale Without Losing Control or Compliance
Our Core Path to Scaling, Compliance and Long-Term Success.
Our Core Path to Building a Real Tax Business
Trillionlytics CRM
One branded platform to manage clients, automate marketing, track communication, and stay organized without juggling multiple tools.
Tax Pro HQ Programs
Step-by-step mentorship designed to help you grow from preparer to ERO, and expand into a full-service bureau when you’re ready.
Training & Tools
On-demand training, compliance resources, and ready-to-use templates to help you execute confidently and stay IRS-ready.
[ Why Choose Us ]
The Real Difference Crest Suite Agency Makes
See what changes when you stop struggling through tax season and start building with structure, systems, and real support.
Before:
Slow or inconsistent growth
Burnout every tax season
Disconnected or outdated systems
Constant tax season stress
Uncertainty around compliance
After:
A real tax business you actually own
Scalable profits without splitting fees
Smoother, more predictable tax seasons
Smart systems and automation that save time
Confidence knowing your operations are IRS-ready
Before:
Slow or inconsistent growth
Burnout every tax season
Disconnected or outdated systems
Constant tax season stress
Uncertainty around compliance
After:
A real tax business you actually own
Scalable profits without splitting fees
Smoother, more predictable tax seasons
Smart systems and automation that save time
Confidence knowing your operations are IRS-ready
Trusted by Tax Professionals Who Wanted More Than Just Another Tax Season
Real stories from tax professionals building smarter systems and stronger businesses.
“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.”
The Legacy Blueprint
This Is Where Ownership Starts
Splitting prep fees that should be all yours
I was tired of giving up half my prep fees. Now I keep what I earn and finally feel like I own my business.
Stop Working Under Someone Else’s Office
Stop building someone else’s dream. It’s time to run your own office and operate on your terms.
Backend Fees Killing Your Profits
Say goodbye to unnecessary costs eating into your income. We help you reduce backend fees and keep your business lean and profitable.
No Real Support When You Need It
You don’t have to figure this out alone. Get mentorship, systems, and a real community that helps you grow with confidence.
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