More than a tax office. Your financial growth partner.
At WealthCrest Financial, LLC, we believe financial success begins with knowledge, strategy, and having the right team in your corner. We are not here just to prepare tax returns once a year. We are here to help individuals, families, entrepreneurs, and business owners make smarter financial decisions all year long.
Financial clarity that moves you forward.
Whether you need accurate tax preparation, help responding to an IRS notice, or a plan for the year ahead, our goal is simple: give you clarity, confidence, and a plan that moves you forward.
Clients are more than files.
Our clients are not just another file in a cabinet. They are building futures, creating businesses, supporting families, and leaving legacies. We take that responsibility seriously.
Founded to make financial services honest, educational and accessible.
After years of working in technology, cybersecurity, and healthcare, and preparing taxes since 2019, Denise recognized something many clients were experiencing. People were not looking for someone to simply complete paperwork. They wanted someone who would explain the process, answer their questions, protect their financial interests, and genuinely care about their success.
That is exactly what WealthCrest Financial was built to do. Every client receives personalized guidance backed by experience, compliance, and a commitment to doing things the right way.
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Before
Technology, cybersecurity and healthcare
Years of work in fields where accuracy, privacy and people come first.
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2019
Started preparing taxes
Learning firsthand what clients actually need from a tax professional.
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2023
Founded WealthCrest Financial
Built around one mission: honest, educational, accessible financial services.
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Today
Serving clients nationwide
Secure virtual services across the United States, with in-person appointments when requested.
Meet Denise.
Proud Texan. Wife. Mom of five.
Family is a big part of why this work matters to me. Financial decisions affect more than your bank account. They affect your peace of mind, your household, and the opportunities you can create for your children.
Starting WealthCrest Financial meant trusting that I could build something meaningful while being a wife and mom of five. I’m proud I took that step. It’s why I take the time to explain things and help every client feel confident about their next step.
“It means a lot when someone comes to me overwhelmed and leaves saying, ‘Now I understand.’ Those moments remind me why I started.”
Denise O’Neal, Founder
What we do.
Financial needs rarely fit into one category, which is why we support you at every stage, not just in April.
Who we serve.
Every client is different, but most of the people we work with fall into one of these groups. If you see yourself here, you are in the right place.
Individuals and families
W-2 earners, parents, students and retirees who want their return done right and explained clearly.
Self-employed and gig workers
1099 contractors, rideshare and delivery drivers, creators and freelancers who need every deduction they have earned.
Small business owners
Sole proprietors, LLCs, partnerships, S corps and C corps that need accurate filings and a plan for next year.
Taxpayers catching up
Anyone with unfiled years, an IRS notice or a balance owed who is ready to get back on track.
Support that lasts all year.
Tax season is only one part of the year. Here is how we keep working for you in every season.
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January to April
Filing season
Preparing and e-filing your federal and state returns, and answering questions before the April deadline.
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May to August
Mid-year check-in
Reviewing your withholding, keeping estimated payments on track and handling any IRS letters that arrive.
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September to October
Extensions and planning
Finishing extended returns before the October deadline and planning for the rest of the year.
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November to December
Year-end moves
Retirement contributions, business purchases, charitable giving and other moves that must happen by December 31.
Our mission
To empower individuals and business owners with trusted financial guidance, accurate tax services, and practical solutions that create lasting financial confidence.
Our vision
To become one of the nation’s most trusted financial service firms by helping clients build stronger businesses, healthier financial habits, and lasting generational wealth.
Why clients choose WealthCrest.
Education first
We explain the why, not just the what, in plain language and never confusing jargon.
Accuracy matters
Compliance and ethical practices guide everything we do.
Personalized service
We take time to understand your goals before recommending solutions.
Upfront pricing
Transparent communication and no surprise fees.
Year round support
Tax planning all year, not just during tax season.
Built on trust
Our reputation is built through honesty, transparency, and results.
Held to a higher standard.
You are trusting us with your Social Security number, your income and your family’s information. Here is what backs that trust.
IRS AFSP Participant
Part of the IRS Annual Filing Season Program, which requires continuing education every year on tax law updates and ethics.
Authorized IRS e-file Provider
Approved by the IRS to transmit returns electronically, so your return is filed securely and you know when it is accepted.
Notary Public
Commissioned notary offering remote notary services, so you can get documents notarized from home.
Security and privacy
Documents go through an encrypted client portal, and we follow a written information security plan for every client file.
Let’s build your financial future together.
Your finances deserve more than a once-a-year conversation. Partner with WealthCrest Financial and gain a trusted team committed to helping you protect what you have built and prepare for what is ahead.