Managing your finances can seem as daunting as hiking to the summit of a mountain. Often, you find there are many paths; many twists, turns, ups and downs. The question becomes what path to take. We use our expertise in both the tax and accounting world, in addition to the world of financial planning to help our clients “reach the Summit” both personally and professionally.
When you join Summit Accounting Solutions, we will assign a staff accountant and CPA account manager to you. These staff members are your “point people” who will have an in-depth knowledge of you and your business. In addition, we are team-based in our approach meaning we’ve assembled a team of qualified professionals who are experts in the areas of individual, business and dental financial services and accounting. While it sounds cliche, we truly are providing a holistic service to you and your business.
We are dedicated to providing a client experience that is unparalleled. We believe the team we’ve assembled, including our unique partnership with Summit Wealth Group, allows us to take a truly holistic, planning-first, approach for you and your business.
We separate our scope of services into two categories: Advisory and Maintenance.
Advisory services include all of the services our clients find beneficial from a planning perspective. In our view, it all starts with taking the data available and putting together a solid plan. We use our industry expertise to help guide you and your business to a better, more secure future.
Maintenance services include all of the services necessary to remain in good standing with the IRS along with payroll, bookkeeping and other ongoing services.
Our goal is to not only provide competent maintenance services — like you might find at any good accounting firm — but to use it to serve as the foundation to our advisory services. This is what sets us apart. We aren’t here to simply service your accounting needs, we are here to partner with you to help you reach your goals.
Our value to you is by not only tracking numbers, but to help you make sense of it. To identify meaningful opportunities beyond the data to move you and your business forward.
Business Advisory / Planning
Business Best Practices
Family Advisory / Planning
Tax Efficiency Analysis / Planning
Income Tax Projections
Strategic Individual and Business Planning
Mergers & Acquisitions
Quarterly Wealth Heath Checkups: Includes practice advisory services and consultation, tax strategies, and retirement solutions