Tax Preparation
Individual and business returns filed accurately and on time — with every deduction you're entitled to.
- Personal & business returns
- Multi-state filing
- Prior-year cleanup
Licensed CPAs · Trusted since 2009
Taxes done right.
Taxes done right.
Stress off your plate.
We help small businesses and individuals keep more of what they earn — with proactive planning, clean books, and a team that actually answers the phone.
15+ Years Experience
4.9 Stars · 200+ Reviews
IRS Enrolled Agents on Staff
$3.2M
saved for our clients last year
What We Do
Full-service tax & accounting
Everything you need to stay compliant, save on taxes, and finally understand your numbers — all under one roof.
Tax Planning
Proactive strategy so you're never surprised in April. We find savings before the year closes, not after.
- Quarterly estimates
- Entity structure advice
- Year-end strategy
Bookkeeping
Clean, current books every month so you always know exactly where your business stands.
- Monthly reconciliation
- QuickBooks setup
- Financial reports
Payroll
Reliable payroll that keeps your team paid and your filings on time — with no late penalties.
- Direct deposit
- Quarterly filings
- W-2 & 1099 prep
Business Advisory
A trusted partner for the big decisions — from forming your LLC to planning your eventual exit.
- Entity formation
- Cash flow planning
- Growth strategy
IRS Resolution
Behind on filings or facing a notice? We deal with the IRS directly so you don't have to.
- Back taxes & notices
- Payment plans
- Audit representation
15+
years helping local businesses and families file with confidence
Who We Are
A CPA firm that treats you like a person, not a number
Too many people only hear from their accountant once a year at tax time. We do it differently — you get a dedicated CPA who knows your name, returns your calls, and looks for ways to save you money all year long.
One dedicated point of contact
No call centers. You work directly with the same CPA every time.
Flat, transparent pricing
You always know the cost upfront — no surprise hourly bills.
Fast, responsive service
Questions answered within one business day, guaranteed.
2,400+
Returns Filed
$3.2M
Client Tax Savings
15+
Years in Business
4.9
Average Rating
How It Works
Getting started is simple
Three easy steps from first call to filed and done.
1
Free consultation
We sit down — in person or virtual — to understand your situation and goals. No cost, no pressure.
2
Your custom plan
You get a clear, flat-fee plan tailored to your needs, whether it's a one-time return or year-round support.
3
We handle the rest
Sit back while we prepare, file, and keep you compliant — finding savings along the way.
Client Reviews
Trusted by local businesses & families
Don't take our word for it — here's what our clients say.
“
Switched to Summit after years of feeling like just another file. They found deductions my old CPA missed and saved my business over $8,000 the first year. Worth every penny.
MR
Marcus Reyes
Owner, Reyes Landscaping“
I was terrified opening an IRS notice. Summit took over, handled everything, and got me on a payment plan within a week. They explained every step in plain English.
DK
Diana Kowalski
Individual Client“
As a new business owner I had no idea what I was doing with payroll and bookkeeping. Now it's completely off my plate and my books are always current. I finally understand my numbers.
JT
James Tran
Founder, Tran DigitalReady to stop stressing about taxes?
Book your free consultation today. No obligation — just a clear plan and honest advice from a CPA who's on your side.