Crestview Tax and Financial Services

Crestview Tax and Financial Services is a Financial Planner in Watsonville, CA, located at 61 Crestview Dr. It holds a rating of 4.90 based on customer reviews. The firm serves individuals and business owners throughout Santa Cruz County and beyond. They provide structured tax preparation, organized accounting support, and practical financial strategies designed to protect income, maintain compliance, and support long-term financial stability.

The team includes Sukhneet Dhillon, Harneet Dhillon, Harvinder Kaur, and Monica Melendez, who serve as Tax and Financial Professionals or Tax Professionals. They offer a comprehensive range of solutions for individuals, business owners, and those starting a trucking company. Individual services include tax preparation, IRS filings, and personalized tax strategies. Insurance services protect the family’s future with customized solutions and offer free assessments of insurance and financial policies. A special offer includes a free assessment of retirement plans with expert guidance, focusing on wealth-building strategies without the burden of tax liability.

For businesses, Crestview provides expert record-keeping and financial tracking through bookkeeping services. Payroll services ensure accurate and timely employee payments and tax filings. Business tax services help optimize tax strategy and maximize deductions. The firm also assists with starting a business by setting up business structures with professional guidance. Additionally, trucking services support permits and compliance solutions. Business consulting offers free assessments of retirement plans.

Clients can reach the firm by calling +1 (831) 724-5442 or emailing moc.laicnanifdnaxatweivtsercobfsctd-74fceb@ofni. The office is located at 61 Crestview Dr. Watsonville, CA, 95076. The firm maintains a presence on Instagram, Facebook, and LinkedIn.

Crestview Tax and Financial Services holds a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The business also achieves a Technical score of 94 out of 100, ensuring the site is secure, indexable, and readable by search engines without errors. Additionally, the firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Watsonville.