Mission, Vision, Values

Mission

Our mission is to empower our clients with exceptional tax, accounting and consulting services. We are dedicated to delivering personalized solutions, fostering long-term relationships, and exceeding client expectations through our expertise, integrity, and commitment to excellence. We strive to be trusted advisors, guiding our clients towards financial success.

Vision

Our vision is to be an accounting firm that puts its customers and its people first, provides efficient, valuable, and transparent services, is trusted by individuals and businesses worldwide, and is also seen as a firm that is part of the community. We aspire to be the firm of choice, renowned for our expertise, and unwavering commitment to client success. By leveraging cutting-edge technology and cultivating a team of top professionals, we aim to drive growth and prosperity for our clients.

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.

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