Mission, Vision, Values

Mission
Vision

Values
Deliver
Value & Safeguard Information
Our clients entrust us with their money and their personal & confidential information. It is our responsibility to deliver value to them and safeguard their personal & confidential information. We take this responsibility seriously.
Work with Urgency and Focus
Taxes are complicated and working with government agencies is tough. We understand the stress caused when government deadlines are missed. We work with urgency and focus to ensure our clients meet all major government deadlines.
Communicate
Communication is key for any successful business and we are no different. We communicate rigorously, we communicate regularly, we communicate with our clients, we communicate among ourselves.
Rest & Recharge
We work hard but we also understand that rest is important. We take time-off to ensure we appropriately rest & recharge ourselves.
Community Impact
We believe in making a positive impact beyond our client engagements. We actively contribute to our local community through volunteering, supporting charitable initiatives, and promoting sustainability.

Contact Us
At CrestPoint Financial, we believe in providing services that you can trust. The happiness and satisfaction of our clients is our number one priority. Our team of CPAs is committed to performing their services with integrity, excellence, and professionalism. Contact us for a seamless experience.
- Email: warren.dcunha@crestpointfinancial.com
- Phone: +1-267-344-5128
- Mailing Address: 34 E Germantown Pike, #267 Norristown, PA 19401