Crownstone Financial Group handles individual and small business tax returns, IRS resolution, and amended filings for clients nationwide, with support that doesn't disappear after April.
Whatever your tax situation looks like, it fits into one of these four doors. If you're not sure which one, the consultation is where we sort that out.
Straightforward filing for W-2 employees, freelancers, and everything in between. We find every deduction you're entitled to and file it right the first time.
Schedule C, 1099 income, quarterly estimates: we handle the tax side of running a business so you can focus on running it.
Notices, liens, unfiled prior years, payment plans: if the IRS is in your mailbox, we deal with them directly on your behalf.
Missed a deduction, got a corrected form late, or need to fix a mistake from a previous year? We'll amend it and make sure it's accepted.
Secure document upload and video or phone consultations mean you never have to sit in a waiting room, no matter what state you're in.
Questions in July get answered in July. We're here for estimated payments, life changes, and IRS letters, any month of the year.
We know waiting on a refund or an answer is stressful. Most returns are prepared and ready to file within days of receiving your documents.
Upload securely through our client portal, or send them however's easiest for you.
A preparer reviews your return line by line before anything is filed.
We walk you through the return and answer questions, then file once you're ready.
Questions after filing, an IRS letter, next year's planning: we're still here.
Crownstone Financial Group was founded to give individuals and small business owners a tax partner they can actually reach, not just during filing season. We handle the paperwork so you can stop dreading your mailbox.
Tell us a bit about your situation and we'll follow up to schedule a consultation. No obligation, no pressure.
