Your Financial Journey Starts Here
Book a free 30-minute consultation with Denise. Bring your questions about taxes, an IRS letter, your credit or your business, and leave with a clear next step.
Book My Free Consultation- Free
- 30 Minutes
- No Obligation
- You Choose the Topic
Meet Your Guide
Every consultation is with Denise, so you get real answers from the person who will actually work on your file.
Denise O’Neal
Founder & Tax Professional
Denise has been preparing taxes since 2019 and founded WealthCrest Financial in 2023. She helps individuals and small business owners with tax preparation, tax planning, IRS notices, credit restoration, bookkeeping and business formation, and she explains every step along the way.
- IRS AFSP Participant
- Authorized IRS e-file Provider
- Notary Public
What to Expect
Pick Your Time & Topic
Choose a time that works for you and select the topic you want to talk about right on the calendar.
Talk With Denise
Spend 30 minutes walking through your situation. Ask anything. No pressure and no jargon.
Get Your Next Step
Leave knowing exactly what to do next. When you're ready, sign up for your client portal and complete your intake.
What We Can Talk About
You'll choose your topic when you book. Here are some of the conversations we have most often.
- Tax planning for the year ahead
- An IRS or state letter you received
- Unfiled or past-due returns
- Self-employment and 1099 income
- Starting or structuring a business
- Credit restoration and building
Already Know You're Ready to File?
You don't need a consultation to get started. Sign up for your client portal, complete your intake and upload your documents.
Before You Book
Is the consultation really free?
Yes. The 30-minute consultation is free, and there's no obligation to sign up for any service afterward.
Will I get a tax prep quote during the call?
The consultation is for questions and planning. Prep fees are set after we review your intake and documents in the client portal. You can use the estimator on our homepage to see a typical range.
What should I have ready?
Your questions, plus anything related to your topic. That could be last year's return, an IRS letter or a recent credit report.
Can I reschedule?
Yes. Use the link in your confirmation to pick a new time.
Do I need a consultation before filing?
No. If you're ready to file, you can go straight to the client portal and complete your intake.
Ready to Transform Your Financial Future?
It starts with one conversation. Book your free 30-minute consultation, or text TAXES to (972) 440-5152.
Book My Free Consultation