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We know that taxes and financial services can feel overwhelming, but we’re here to simplify the process. We break everything down step by step. No confusion, just straightforward guidance to keep you informed and confident.
Scheduling an appointment is easy! You can call or text our office directly, use our online booking form available on our website, or email us. You will then be sent an email with a link to our secure client portal, where you can upload your documents. We will then meet on your scheduled appointment date.
Our fees are based on the complexity of your tax situation and the specific services you require. We maintain a transparent pricing structure and will provide you with a detailed estimate during your initial consultation, ensuring there are no surprises later on.
Filing business taxes with Crestview is a straightforward process designed to ensure accuracy and compliance.
Schedule an appointment, upload your documents via our secure portal, and meet with our tax professionals for a review. We then prepare and file your return. Post-filing, we offer ongoing support, including tax planning and audit assistance.
Our monthly bookkeeping packages include accurate transaction categorization, bank and credit card reconciliations, monthly financial reports (Profit & Loss and Balance Sheet), and year-round support. We also ensure your books are tax-ready when the season comes, so you stay organized and stress-free.
Yes, we specialize in back bookkeeping and financial cleanups, even if you're months or years behind. Our goal is to get your records organized, accurate, and tax-ready so you can make informed decisions and stay compliant. We use state-of-the-art software that connects directly to your business bank accounts, giving us secure access to statements and individual transactions. This saves you time and allows for a hands-off experience. Every transaction is reviewed and properly categorized to ensure everything is optimized to reduce your taxes, giving you clean books and peace of mind come tax time.
You’ll need your W-2s, 1099s (for interest, dividends, and freelance income), dependent info, and any documents tied to itemized deductions or credits. If you have investment income, we’ll need your brokerage 1099s. If you traded crypto, we’ll help you organize wallet or exchange statements (Coinbase, Robinhood, etc.). We’ll send you a full checklist to keep it simple.
Software helps you enter numbers. We look deeper, identifying every credit, adjustment, and strategy to reduce what you owe. If you have investments, crypto, or side income, our guidance helps you avoid errors and keep more money in your pocket.
Yes, if you have freelance income, rentals, investments, or dependents. W-2 employees have fewer deductions, but we help you take advantage of every allowable write-off and credit based on your unique situation.
Yes! We serve clients across California and beyond using our secure client portal. You can upload documents, sign forms, and ask questions all from home.
Please bring all relevant financial documents, including W-2s, 1099s, expense receipts, previous tax returns, and any other records that may help us accurately assess your financial situation. Having these documents ready allows us to provide you with efficient and accurate service.
Yes, we provide ongoing support throughout the year not just during tax season. Whether you need assistance with tax planning, financial advice, or support during an audit, our team is available to help whenever you need us.
If you need further information or have additional questions, feel free to reach out by phone, email, or through our website’s contact form. Our friendly team is always ready to assist you.
Yes, we handle payroll from start to finish. We’ll set everything up through our trusted processor and manage ongoing tasks like direct deposits, payroll tax filings (monthly and quarterly), W-2s, and 1099s, so you can stay compliant without the hassle.
Yes, we manage payroll for W-2 employees and 1099 contractors. We’ll ensure each group is paid correctly and all tax forms are filed on time.
We manage the full payroll process, but you’ll need to provide hours and approve payroll each pay period unless there are fixed amounts. Once we have your approval, we will take care of the rest, including filings and direct deposits.
To file your business taxes, you’ll need key financial reports like your Profit & Loss statement and Balance Sheet, along with payroll records and details on any assets, loans, or significant expenses. Don’t worry if your books aren’t up to date, we offer full cleanup services to get everything organized and tax-ready.
We prepare tax returns for all business structures including Sole Proprietors, LLCs, S-Corps, Partnerships, and Corporations. From contractors, medical professionals, tech and online businesses to multi-entity business owners, we have the experience to support your industry and structure with accuracy and ease.
Absolutely, and we actually recommend it. Filing both through us helps ensure your returns are accurate, coordinated, and strategically aligned to minimize your overall tax liability.