We transform complex financial landscapes into strategic opportunities. Precision bookkeeping, proactive tax planning, and unwavering support.
What We Do
Complete financial record maintenance—transaction categorization, bank reconciliation, accounts management, and monthly close procedures that keep your books pristine.
Expert preparation of federal and state returns for individuals and all business entities—LLCs, S-Corps, C-Corps, and partnerships.
Proactive strategies designed to minimize liability and maximize deductions through quarterly reviews and year-round planning.
GAAP-compliant balance sheets, income statements, and cash flow reporting—accurate, consistent, and delivered on schedule.
IRS and state audit representation including documentation review, correspondence handling, and resolution advocacy.
Annual Tax Calendar
Understanding the tax calendar is essential for proactive financial management. We ensure you never miss a critical deadline.
January 15
Final quarterly estimated payment for the previous tax year.
January 31
Employers must issue tax documents to employees and contractors.
March 15
Filing deadline for S-Corporations and Partnerships (Form 1120-S, 1065).
April 15
Primary filing deadline for individual and C-Corporation returns.
June 15
Second quarterly estimated tax payment due.
September 15
Extended deadline for S-Corps and Partnerships.
October 15
Final deadline for extended individual returns.
December
Optimal time for tax-loss harvesting, charitable giving, and strategy adjustments.
We send deadline reminders 30, 14, and 7 days before each critical date.
Get Deadline AlertsClient Results
Growing online retailer with sales in 12 states facing complex nexus requirements and potential compliance penalties.
Implemented automated sales tax calculation, registered in required jurisdictions, and established quarterly compliance review.
Solo consultant operating as LLC with $380K annual revenue, paying excessive self-employment taxes.
Structured S-Corporation election with optimized salary/distribution split and implemented retirement contributions.
Client Perspectives
"Crestline identified $28,000 in deductions we'd been missing for three years. Their quarterly planning sessions have completely changed how we approach business expenses."
"When we received the IRS audit notice, I panicked. Crestline handled every piece of correspondence, prepared all documentation, and resolved the entire matter with zero penalties."
"Transitioning from sole proprietor to S-Corp seemed overwhelming until Crestline walked us through every step. The tax savings in year one paid for three years of their services."
"Their monthly financial statements arrive like clockwork. For the first time in 8 years of business, I actually understand where our money goes—and where it should go."
