What We Offer
Tax Preparation
Accurate, thorough tax filing for individuals and families. We dig deep to find every deduction and credit you qualify for, ensuring maximum refunds and full IRS compliance. E-file with direct deposit for fastest returns.
Business Accounting
Full-service bookkeeping, financial statements, and business advisory. We keep your books clean month-to-month so you always know exactly where your business stands financially — no surprises at tax time.
Tax Planning
Proactive tax strategies to minimize your tax burden year-round. Don't wait until April — we work with you throughout the year to make smart financial moves that reduce what you owe and grow what you keep.
Payroll Services
Hassle-free payroll processing with automatic tax filings. We handle paychecks, tax withholdings, W-2s, and 1099s so you can focus on running your business instead of running payroll calculations.
IRS Audit Support
Expert representation and support if you receive an IRS notice or audit. Our enrolled agents and CPAs have decades of experience resolving tax issues — from simple notices to full examinations.
Business Startup
Launch your business the right way with proper entity formation, EIN registration, and accounting setup. We help you choose the optimal structure and set up systems for financial success from day one.
Your Financial Success, Our Mission
Summit Tax & Accounting was founded on a simple principle: every individual and business deserves proactive, personalized financial guidance — not just once-a-year tax filing. We build long-term relationships and strategies that grow with you.
Real Savings, Real Results
Tax Savings
Small business owner saved through entity restructuring from sole prop to S-Corp
Refund Recovery
Family recovered overpaid taxes from 3 prior years of missed deductions
IRS Settlement
Resolved $120K tax debt for $45K through an Offer in Compromise
Time Saved
Restaurant owner freed from bookkeeping with our monthly service
Payroll Tax Savings
Proper payroll setup eliminated costly penalties for growing contractor
First-Year Savings
Startup saved through optimal entity selection and tax planning
What Our Clients Say
“Summit found deductions my previous accountant missed for 3 years. They recovered over $8,000 in overpaid taxes. I'll never go anywhere else.”
They set up my LLC, accounting system, and first-year tax plan all in one meeting. Made starting my business so much less stressful.
When I got that IRS audit letter, I panicked. Summit handled everything — I didn't even have to talk to the IRS. Resolved with zero additional tax owed.
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Frequently Asked Questions
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