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Tax, Accounting, Financial Planning - Under One Roof

At Summit, we provide truly comprehensive financial services: business and individual tax preparation and planning, full-service accounting, and advisory services. We do all of this under the same roof with our individual financial planning and custom wealth management services.

Custom Strategies Specific to Your Business and Your Life

At Summit, we reject the cookie cutter approach to planning because no two businesses are the same and no two business owners have the same objectives.

Instead, we customize our approach from one client to the next by:

  • Helping you visualize performance over time
  • Managing risk by forecasting and incorporating what-if scenarios
  • Accessing a robust team of experts across different sectors
  • Providing the highest quality of service in all areas of business taxation and financial services
  • Using KPIs to understand areas of strengths and weaknesses for your business
  • Identifying areas for improvement
  • Leveraging industry benchmarks in line with your goals
  • Engaging with you throughout the year to review progress and set new goals

With Summit’s approach, we integrate with your personal goals so you are set up for long-term success in both your business and personal life.

Who We Serve

Business owners and individuals with complex tax situations.

We serve all growth-minded business owners, in every industry, across all levels of business maturity.

How We Benefit You

As a full-service tax and accounting firm along with our partnership with Summit Wealth Group, we are your one-stop-shop for all your business and personal financial needs.

Our Fee Structure

Have you ever worked with an accounting firm and felt like you were ‘on the clock’ or rushed?

We hate that, so we’ve ditched the invoices. 

Instead, Summit Accounting Solutions works with you to determine a monthly fee that provides you access to only the services you need, however often you need them. 

Is Data Driving Your Business Decisions?

Actionable Insights

Not everyone loves data like we do. We run industry-specific financial reports and generate in-depth analysis to guide you in making informed and strategic business decisions. Then, we make it easy to understand the results, so you can make wise decisions for the future of your business.

Benchmark Analysis

With access to the largest aggregated source of private-company financial data, we have the ability to compare your company’s financial health regardless of what industry you are in.

What does this mean for you? It means we can pinpoint precise areas for improvement, and provide proven strategies for future success.

Detailed Projections

By running “what-if” scenarios, we can help you understand how to grow while managing risk and how to prepare your business for long-term success.

We make it easy to understand.

Graphics showing your business’ strength and weaknesses.

Leverage peer benchmarks.