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Our Clients

OUR CLIENTS ARE OUR TOP PRIORITY

At Summit Accounting Solutions, we take a team approach in advising clients on effective tax and accounting strategies and in developing sound business and personal financial plans. Because of this, our clients turn to us for our industry knowledge, comprehensive financial services and dedication to the success of their long-term goals.

Due to the diversity of Summit Accounting Solutions, our clients range from individuals, families, businesses and medical practices. We also have a team of tax and accounting professionals with experience specifically in dental accounting. Because of this, we have been able to come alongside many dentists and set them up for long term financial success in their practices. Through our proactive and comprehensive approach, we are in the business of providing our clients with confidence and security in their financial future.

Individuals

Our clients include individuals looking for a wide range of services we provide such as income tax preparation, tax planning or financial planning and wealth management services provided by our parent company, Summit Wealth Group.

Business Owners

Our clientele also include business owners in a large variety of industries. If you were to ask them why they do business with us, some might say for our bookkeeping, accounting, payroll, tax preparation and planning or business succession planning. Ask us about our highly unique tax planning strategy that could potentially save you money!

Dentists

Our dental clients enjoy many accounting services unique to the dental industry including dental practice consulting, practice transitions, fraud risk assessment, cost segregation analysis, bookkeeping, tax preparation and tax planning to name a few!