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About WealthCrest Financial
At WealthCrest, we’re more than just another financial firm.
We’re your partner in building real financial power — whether you’re repairing your credit, filing back taxes, or turning your business idea into reality.
Our Mission
To give everyday people and small business owners the tools, strategy, and support to make confident financial moves and build a lasting legacy.
Our Approach
We keep it clear and client-first. No fluff. No confusion. Just smart strategy with step-by-step guidance so you always know what’s next and why it matters.
Who We Serve
• W-2 Employees & Gig Workers
• First-Time Business Owners
• Entrepreneurs & CEOs
• Credit-Challenged Individuals
• Nonprofits, Partnerships & Corporations
Whether you're behind, just getting started, or scaling up — you belong here.
Meet The Founder
Denise O’Neal, CEO and founder of WealthCrest Financial — a firm built on real strategy, real results, and a genuine passion for helping people take control of their money.
With years of experience in tax strategy, credit repair, bookkeeping, and business consulting, I’ve worked with everyday individuals and small business owners who were ready to shift from confusion to clarity. At WealthCrest, we don’t just fix problems — we create possibilities.
Whether you’re rebuilding your credit, filing overdue taxes, or launching your business from the ground up, we meet you where you are and walk with you every step of the way.
Our mission is simple:
To empower you with the tools, education, and support to grow and protect your financial future — on your terms.
Thank you for trusting us. We’re here to help you build smarter, stronger finances that actually move you forward.
FAQS
What services do you offer?
We specialize in:
✔️ Personal & Business Tax Preparation
✔️ Tax Amendments, Extensions, and Freeze Support
✔️ Credit Repair & Credit Building
✔️ Bookkeeping & Financial Tracking
✔️ Business Formation & EIN Setup
✔️ Mentorship for Tax Pros, EROs, and Credit Experts
You can book consultations for any of these services directly on our website.
How do I get started with tax services?
You can start by completing our secure Tax Intake Form or scheduling a Tax Consultation. You’ll also receive a link to upload your documents through the TaxesToGo app.
Do you help with back taxes or IRS letters?
Yes! We help clients file past-due returns, respond to IRS letters, and explore solutions like installment agreements or penalty relief. Book a consultation so we can review your situation.
How does your credit repair service work?
We start with a full credit audit, identify errors or negative items, and begin a customized dispute process. You’ll also get credit education, escalation support, and access to a client portal to track your progress. We handle both personal and business credit.
Do you offer virtual services or only in-person appointments?
We proudly serve clients nationwide with 100 percent virtual services. Everything you need can be handled online—securely, efficiently, and from anywhere.
Can you help me start my business?
Absolutely. Our Business Formation service includes EIN registration, LLC setup, and compliance guidance. We also offer coaching to help you structure your business properly and avoid costly mistakes.
Are your services secure and confidential?
Yes. We use encrypted platforms for document uploads, client portals, and internal systems to ensure your information stays protected.
How do I join your tax mentorship or become a tax pro?
Yes, Whether you're brand new or leveling up, our mentorship programs walk you through everything—PTIN setup, EFIN registration, tax law, software, and business automation. Start by filling out the Mentorship & Partner form or book a Schedule an Interview.
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