Crestline Financial Group delivers CPA-led tax strategy, accounting, and advisory services that help businesses and individuals build lasting financial strength.
From day-to-day bookkeeping to complex tax strategy and business advisory, we provide the financial infrastructure your business needs to scale.
Proactive tax strategy and accurate preparation for individuals, corporations, partnerships, and trusts. We find savings others miss.
Clean, accurate books delivered monthly so you always know where your business stands — and your tax season is never a surprise.
Independent audits, reviews, and compilations for businesses seeking lender financing, investor reporting, or regulatory compliance.
Strategic guidance on entity structure, growth planning, cash flow optimization, and acquisition due diligence from experienced CPAs.
Full-service payroll processing, direct deposit, tax filings, and W-2/1099 preparation — accurate and on time, every time.
Fractional CFO support for growing businesses — financial reporting, board presentations, KPI dashboards, and strategic planning.
CPA-certified advisors with deep expertise across industries — dedicated to your financial success from the first conversation forward.
Founded Crestline Financial in 1994. 30+ years specializing in corporate tax strategy and M&A advisory. Former Big Four auditor.
18 years of audit and advisory experience across healthcare, real estate, and technology sectors. Trusted by investors and lenders alike.
IRS Enrolled Agent with 14 years of experience in tax controversy, offers in compromise, and complex individual returns for high-net-worth clients.
Founded in Houston in 1994, Crestline Financial Group has grown from a boutique tax practice into a full-service CPA firm trusted by businesses and families across Texas.
We believe every client — from a solo entrepreneur to a $50M company — deserves proactive, personalized financial guidance, not just year-end number-crunching.
We measure success by the growth and peace of mind we deliver to every client we serve.
"Crestline saved our company over $140,000 in taxes our first year working together. Richard is the most proactive CPA I've ever worked with — he calls us, we don't have to call him."
"Diana handled our audit flawlessly. The bank was satisfied, the investors were confident, and we closed our Series A on schedule. Crestline was a critical part of making that happen."
"Marcus resolved a 3-year IRS dispute in 90 days. I had lost sleep over it for years. Crestline is worth every penny — I only wish I'd found them sooner."
A 30-minute discovery call is all it takes. We'll review your current situation, identify opportunities, and explain exactly how we can help.