Our Services
Built for Entrepreneurs. Backed by Results
From tax pros and credit experts to service-based CEOs and rising startups, we equip entrepreneurs with the systems, strategies, and step-by-step support to grow faster, scale smarter, and operate like a true boss.
Whether you're launching your first offer or upgrading your operations, we're the power partner you've been looking for.
✅ Systems that Simplify your daily grind
✅ Strategies that Scale your income and impact
✅ Support that Delivers every step of the way
If you're ready to stop guessing and start growing — with structure, automation, and strategy — let's build something powerful together.
001. Mentorship & Coaching
From PTIN Holder to Powerhouse — We Guide You Every Step
Whether you're brand new with a PTIN, leveling up as an ERO, scaling your Service Bureau, or adding credit repair and business formation to your services — our mentorship is built to meet you where you are and grow you beyond it.
We don’t just hand you a checklist — we walk with you through every move. From navigating IRS and state compliance to building out offers, systems, and back-end operations that make your business work for you — this is mentorship done right.
✔️ EFIN/PTIN Application Support
✔️ State & Federal Tax Law Guidance
✔️ Business Structure + Formation
✔️ Service Bureau & Software Setup
✔️ Offer Creation, Pricing, Branding & Scaling
✔️ Credit Repair & Compliance Add-Ons
✔️ Real-Time Support + Walkthrough Calls
No guesswork. No gatekeeping. Just the blueprint, the support, and the receipts.
002. Tax Software
Whether you're just starting with your PTIN or managing a full team under your EFIN, our tax software packages are designed to give you speed, power, and full control — without the high backend fees or confusing contracts.
As a trusted TaxSlayer Pro and OLT Pro reseller, Crest Suite Agency gives you access to industry-trusted software plus the support, tools, and branding needed to run your office like a pro.
✔️ 100% Web-Based or Desktop Versions Available
✔️ Built-In Bank Product Options
✔️ Low Backend Fees — Keep More of What You Earn
✔️ Branded Client Portals & Intake Forms
✔️ Real-Time Support, Training & Walkthroughs
✔️ No Renewal Fees with volume
✔️Branded Options for EROs & Bureaus
Whether you're a solo preparer or a full-service bureau, our software gives you everything you need to file with confidence, serve your clients, and scale without limits.
003. Customer Relationship Management
Work Smarter. Automate Everything.
We design powerful CRM systems that streamline how you manage leads, nurture clients, and run your operations. From follow-ups to workflows, we help you automate the back end of your business so you can focus on what really matters—serving and scaling. Perfect for tax pros, credit repair specialists, and service-based entrepreneurs ready to level up.
004. Business Setup & Branding
Launch with Confidence. Stand Out with Intention.
From idea to execution, we help you set up your business the right way—with structure, compliance, and a brand that makes a statement. Whether you're a tax pro, credit expert, or service-based entrepreneur, our setup and branding services are built to position you for long-term success.
We handle the essentials so you can focus on growth, including business registration, EIN setup, brand identity, and custom assets that reflect your vision.
Get everything you need to build a legitimate business and a brand that turns heads.
Revenue Up. Stress Down. Boss Moves Only.
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