Advisory Services

At Summit Accounting Solutions, we offer a proactive, advisory approach to all of the professional services we provide. These services fall within two categories: Advisory and Maintenance. When you sign on with one of our advisory services, you will have access to all maintenance services necessary to provide you with peace of mind, including business and individual tax preparation!

During our initial meetings, we will dive into your overall needs and review which advisory services align with your goals.

Business Advisory and Planning

Regardless of your industry, our CPAs are experienced in business consulting and approach your goals from a planning perspective.

Tax Planning

We believe proper tax planning begins by fully understanding our client’s financial picture. Find out how we are in an optimal position to help in your tax strategy planning.

Business Transitions

Working directly with you or your broker to design a transition plan that makes sense both personally and professionally, we answer questions regarding taxation, financing, contracts and serve as your trusted advisor to help guide you toward the right decisions.

Business Needs Analysis

Our expert team is here to support you and your business to achieve financial success both today and in the future!

Personal Financial Planning

We can provide you with a personalized plan to help you identify your financial needs and to recommend solutions to help you reach your financial goals.

Dental Practice Advisory

One of the ways we set ourselves apart is through our expertise in the dental accounting industry. Many of our dental clients enjoy very unique benefits by doing business with us.

Internal Valuation

We use industry-specific data to compare your business with key benchmarks which allows you to make strategic business decisions.

To see our list of maintenance services, click here!