Dominate the Tax Industry

Start Your Legacy with Crest Suite Agency

Everything you need to become a knowledgeable, compliant, and confident ERO — all in one training program.

Offer Expires Soon!

Turning Tax Pros into CEOs

About Crest Suite

At Crest Suite Agency, we help aspiring tax professionals take the leap into entrepreneurship with confidence and clarity. We’ve built our training program to not only give you the technical knowledge of being an Electronic Return Originator (ERO) but also to guide you through the compliance, best practices, and growth strategies that separate thriving offices from struggling ones. Whether you’re brand new to the industry or looking to sharpen your skills, Coach Denise provides the structure, resources, and community you need to succeed.

Learn about Me and How to Scale!

Limited Time Offer!

This Isn’t Just Mentorship. It’s a Movement.

  • Keep 100% of Your Prep Fees

  • Industry-Low Backend Fees

  • Only $49 Service Bureau | $35 Transmitter

  • Launch Your ERO Legacy Blueprint with Crest Suite Agency

  • Branded CRM included *Partner responsible for usage fees only

How I Help Tax Pros Win!

Help Tax Preparers Become EFIN-Approved EROs

From application to approval, I walk you through every step so you can operate under your own credentials.

Mentor EROs to Scale into Service Bureaus

I guide you in building your own network of preparers so you keep more revenue and expand your reach.

Provide Co-Branded Tax Software

Own your software, keep your fees, and run with built-in workflows that save time and boost profits.

Train Teams with Compliance-First Processes

From due diligence to secure client handling, I make sure your office is always IRS-ready.

Build CRM Systems That Run Your Office on Autopilot

Streamline communication, onboarding, and follow-ups so your business works when you don’t.

Eliminate Guesswork with Proven Systems

I replace trial-and-error with step-by-step processes that get consistent, profitable results.

Check out the Branded CRM that comes with our Partnership!

Comes with automations and 24/7 support!

**Partner only responsible for CRM usage fees

Limited Time Offer!

Every great achievement begins with a single step, and with. you’re already on the path to success.

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Office Hours

  • Mondays - Saturdays: 10am - 7pm

  • Sundays: Closed