Do you offer a free consultation?

Yes. Book a free 30-minute strategy call at https://calendar.app.google/qVyktwDffKEuke4f6

✦ Now Accepting New Clients ✦

Tax strategy that protects what you've built.

Q: What is an Enrolled Agent?

An Enrolled Agent (EA) is the highest credential awarded by the IRS, authorizing federal representation of any taxpayer in any IRS matter.

Q: How much does it cost?

Monthly packages start at $299/mo. Individual returns start at $250. Business returns start at $600. All flat-fee.

Q: Do you work outside California?

Yes. As a federally licensed EA, we serve clients in all 50 states.

Strategic Advice · Lasting Value · Total Confidence.

Crownpoint Tax Advisory is led by a federally licensed IRS Enrolled Agent — the highest credential the IRS awards. We deliver precise, year-round tax planning for business owners, investors, and growing families. We don't just file — we build a strategy around your financial life.

Book Free Consultation View Pricing

$5K+

Avg. Client Savings

100+

Clients Served

24 Hr

Response Time

Free

First Consultation

IRS Enrolled Agent (EA)

The highest credential the IRS awards. Federally authorized to represent any taxpayer in any IRS matter nationwide.

IRS & FTB Authorized

Licensed to represent clients before both the IRS and California Franchise Tax Board.

All 50 States

As a federally licensed EA, we serve clients nationwide — not limited to California.

What We Do

Everything your tax situation needs.

Individual & Business Tax Returns

W-2s, Schedule C, S-Corps, Partnerships, and C-Corps — filed accurately with every deduction captured.

Year-Round Tax Planning

Quarterly check-ins, projections, and strategies so you're never surprised by your tax bill.

IRS & FTB Representation

Got a notice? We handle all communication and representation with the IRS and California FTB directly.

Entity, Payroll & Bookkeeping

Right entity structure, clean payroll, and organized books — so your finances are always tax-ready.

Monthly Advisory Packages

Starts at $299/month.

Year-round advisory access — higher tiers include tax return preparation at no extra cost.

Crown Essentials

Sole proprietors & new businesses

Best for freelancers, new LLCs, and self-employed with straightforward finances.

^$299/mo

◆ Quarterly tax planning
◆ Unlimited email support
◆ Tax notice review
◆ Bookkeeping oversight
Tax return preparation billed separately

See how much you could save.

Answer 3 quick questions and we'll show you your estimated tax savings with Crownpoint.

Annual Income / Revenue

Business Type

Filing Status

Do you have employees or run payroll?

Have you received an IRS or FTB notice before?

Estimates are based on IRS data and typical savings patterns for each business type and income level. Individual results will vary based on your specific tax situation.

Your Estimated Annual Tax Savings

Missed Deductions

SE Tax Reduction

Planning Value

Recommended Package

Book Free Consultation

Estimates are illustrative and based on typical savings for your profile. Individual results vary.

How It Works

Getting started is simple.

No confusing paperwork. No back-and-forth. Four steps to total tax confidence.

Book a Free Call

30 seconds · No commitment

We Talk

No pressure · No pitch

You Get a Plan

Clear · Upfront · No surprises

✓

We Handle the Rest

Year-round · Proactive · Reliable

📅

Book a Free Call

Pick a time that works for you directly from our calendar. No phone tag, no waiting. The whole thing takes 30 seconds and you'll get an instant confirmation.

◆ Choose a date and time that suits you
◆ Get an instant calendar invite
◆ No paperwork required yet

Schedule Now →

Click each step to explore

Client Reviews

Real clients. Real results.

★★★★★ 5.0 · Google Reviews

★★★★★

"They found credits I didn't even know I had. Easiest tax experience I've had. Will be back every year."

Jessica M.

W-2 Employee · Healthcare

★★★★★

"Finally someone who actually understands trucking taxes. Paul got it all — fuel, per diem, maintenance. Saved me a lot more than I expected."

Ray G.

Owner-Operator · Trucking

★★★★★

"Used to dread April every year. Crownpoint set up my quarterlies and now I actually know what I owe ahead of time. Super responsive too."

Danny L.

Independent Contractor · Construction

★★★★★

"Switched from my old accountant and wish I did it sooner. He caught things that were missed for years. Worth every penny."

Angela T.

S-Corp Owner · Marketing Agency

Leave a Google Review ★

FAQ

Common questions.

What is an Enrolled Agent? +

An EA is the highest credential the IRS awards. We're federally licensed to represent any taxpayer in any IRS matter — audits, notices, appeals — in all 50 states.

How much does it cost? +

Monthly advisory packages start at $299/mo. Individual returns start at $250. Business returns start at $600. All flat-fee — no surprises.

I got an IRS notice. Can you help? +

Yes. As an EA, Crownpoint handles all IRS and FTB matters directly — audits, CP2000 notices, back taxes, and appeals. Don't respond alone. Call 714-745-3060.

Do you work outside California? +

Yes. We serve clients in all 50 states with no geographic restrictions, fully remote via phone, email, and secure document sharing.

Get In Touch

We'll get back to you within 24 hours.

Prefer to talk? Reach us directly by phone or email.

Book a Free Consultation 714-745-3060 paul@cp-tax.com Mon–Fri, 9am–6pm

What happens next

1. Crownpoint will review your message and reach out within 24 hours

2. Schedule a free 30-minute strategy call at your convenience

3. We review your situation and present a clear plan — no obligation

Full Name

Phone Number

I'm interested in…

Message (optional)

We never share your information.

✓

Message Sent!

Crownpoint will be in touch within 24 hours.

Or call now: 714-745-3060

Legal

Privacy Policy

Last updated: January 1, 2025

1. Information We Collect

When you contact us through our website, we collect personal information you voluntarily provide, including your name, email address, phone number, and any details about your tax situation. We may also collect basic technical data such as browser type and IP address through standard web analytics.

2. How We Use Your Information

We use the information you provide solely to respond to your inquiry, deliver tax advisory services, and communicate with you about your account. We do not use your information for marketing purposes without your consent.

3. How We Protect Your Information

Crownpoint Tax Advisory takes the protection of your personal and financial information seriously. All client data is handled in accordance with IRS Circular 230 and applicable California privacy laws, including the California Consumer Privacy Act (CCPA). We use industry-standard security practices to protect your data from unauthorized access.

4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only as required by law, such as to comply with IRS or FTB requirements, or with your explicit written consent.

5. California Privacy Rights (CCPA)

If you are a California resident, you have the right to request access to the personal information we hold about you, request deletion of your information, and opt out of any sale of personal information. To exercise these rights, contact us at paul@cp-tax.com.

6. Cookies

Our website may use basic cookies to improve your browsing experience. We do not use tracking cookies for advertising purposes.

7. Third-Party Links

Our website may contain links to third-party services such as Google Calendar. We are not responsible for the privacy practices of those services.

8. Contact Us

If you have questions about this Privacy Policy, please contact us at paul@cp-tax.com or 714-745-3060.

Legal

Disclaimer

Last updated: January 1, 2025

1. Not Legal Advice

The information provided on this website is for general informational purposes only. Nothing on this site constitutes legal advice. Crownpoint Tax Advisory is a tax advisory firm, not a law firm. For legal matters, please consult a licensed attorney.

2. Tax Advice Disclaimer

General tax information on this website does not constitute personalized tax advice. Tax laws vary by individual circumstance and are subject to change. Outcomes described on this website are illustrative and not guaranteed. Always consult directly with a qualified tax professional before making financial decisions.

3. No Client Relationship

Visiting this website or submitting a contact form does not establish a client-advisor relationship with Crownpoint Tax Advisory. A formal engagement letter signed by both parties is required before any advisory services begin.

4. Accuracy of Information

While we make every effort to ensure the accuracy of information on this website, Crownpoint Tax Advisory makes no warranties or representations regarding the completeness, accuracy, or timeliness of the content. Tax laws and regulations change frequently and content may not reflect the most current developments.

5. Results Not Guaranteed

Any references to tax savings, client outcomes, or results on this website are illustrative examples only. Individual results will vary based on each client's specific circumstances, tax situation, and applicable law. Past results do not guarantee future outcomes.

6. IRS Circular 230 Disclosure

To the extent any tax advice is contained on this website, it was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.

7. Contact Us

If you have questions about this Disclaimer, please contact us at paul@cp-tax.com or 714-745-3060.