Financial Overview
Q4 2024+24%
Revenue Growth
$125K
Tax Saved
98%
Accuracy Rate
Expert accounting, tax planning, and financial advisory services to help your business grow. We turn complex numbers into clear insights.
Tax Savings
Happy Clients
Years of Experience
Business Clients
Tax Savings Delivered
Client Retention Rate
Full-service accounting and financial advisory to support every stage of your business journey.
Accurate financial records, monthly statements, and real-time insights into your business performance.
Learn More →Strategic tax planning to minimize liability and maximize deductions for individuals and businesses.
Learn More →Expert guidance on financial strategy, growth planning, and operational efficiency.
Learn More →Comprehensive payroll processing, tax filings, and compliance management.
Learn More →Independent audits, reviews, and compilations to meet regulatory requirements.
Learn More →LLC, S-Corp, and C-Corp formation with optimal tax structure recommendations.
Learn More →Our team includes licensed CPAs, enrolled agents, and certified financial advisors.
Dedicated advisors who understand your unique business needs and goals.
Cloud-based solutions for real-time access to your financial data anytime.
Expert support during audits and tax disputes with full IRS representation.
Specialized expertise across diverse industries for tailored financial solutions.
Medical practices & clinics
Contractors & developers
Online & brick-and-mortar
Startups & software companies
Hospitality & food service
Investors & property managers
Law firms & consultants
Logistics & trucking
Trusted by hundreds of businesses to manage their financial success.
"Summit Financial saved our company over $85,000 in taxes last year through strategic planning. Their expertise is invaluable to our business growth."
"Finally, an accounting firm that actually explains things in plain English. They've been our trusted advisors for 10 years and counting."
"When the IRS audited us, Summit Financial handled everything. Their representation gave us peace of mind during a stressful time."
Clear, predictable pricing with no hidden fees. Choose the plan that fits your business.
Ideal for small businesses
For growing businesses
For established companies
Schedule your free consultation and discover how we can help your business thrive.
Schedule Free Consultation →