About Denise

I’m Denise O’Neal, the founder of WealthCrest Financial and your trusted partner in all things taxes and financial wellness. I help individuals, families, and small business owners file accurately, understand their numbers, and stay prepared for every season life brings. My background in technology, compliance, and business ownership allows me to make the process simple, clear, and stress free. When you work with WealthCrest Financial, you’re not just getting a tax return. You’re getting year round guidance, education, and a team that cares about your financial growth. Whether you need tax preparation, credit support, bookkeeping, or business formation, I’m here to help you make confident decisions and keep more of what you earn. Book your appointment today and let’s build your financial future with clarity and confidence.

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    Tax Preparation Consultation

    Denise O'Neal
    Book a consultation to discuss your tax situation and gather the necessary detai...
    Duration: 30 minutes
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    Tax Return Review

    Denise O'Neal
    Schedule a detailed review of your completed tax return with one of our professi...
    Duration: 30 minutes
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    Bookkeeping

    Denise O'Neal
    Stay on top of your business finances with clarity and confidence. During your b...
    Duration: 30 minutes
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    Business Formation

    Denise O'Neal
    Starting a business is exciting, and WealthCrest Financial is here to make the p...
    Duration: 30 minutes
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    Join WealthCrest

    Denise O'Neal
    This interview is for tax preparers who are interested in joining the WealthCres...
    Duration: 30 minutes
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