Honesty first
We'll tell you the truth even when it's not what you want to hear. No upselling, no fine print, no games.
Home / About
Who We Are
Real accountants. Real relationships.
We started Summit because too many people only hear from their accountant once a year. We do it differently.
2009
the year we opened our doors in Denver
Our Story
Built on plain talk and straight answers
Summit Tax & Accounting was founded in 2009 by a small group of CPAs who were tired of watching clients get treated like file numbers at the big firms. We believed accounting should feel like a partnership — someone who knows your name, returns your calls, and looks out for your money all year.
Fifteen years later, we've filed over 2,400 returns and saved our clients millions. But what we're proudest of is how many of them have been with us since the beginning.
What We Stand For
The way we work
People over paperwork
You'll always reach a real person who knows your situation — not a call center or a chatbot.
Always responsive
Questions answered within one business day. We move at the speed your business actually needs.
Meet the Team
The people behind your numbers
A small, senior team — so the person who files your return is the same one who answers your call.
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Sarah Bennett, CPA
Founder & Managing Partner
20 years in tax and small-business advisory. Sarah leads the firm and still personally handles complex returns.
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David Morales, EA
IRS Resolution Lead
An IRS Enrolled Agent who's resolved hundreds of notices and audits. If the IRS calls, David answers.
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Priya Lakshmi
Bookkeeping & Payroll Manager
Keeps dozens of local businesses' books spotless and their payroll running like clockwork, every month.
Let's talk about your taxes
Meet the team in a free, no-pressure consultation. We'll get to know your situation and show you exactly how we can help.