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YourFinances,ManagedbyExperts.

Expert CPA and accounting services for individuals and businesses. Tax preparation, bookkeeping, and strategic advisory — all under one roof.

0+ Years
Industry Experience
0+ Clients
Served Successfully
0
Enrolled Agent
0
Certified
Our Services

Comprehensive Financial Solutions

From tax preparation to estate planning, we provide the full spectrum of accounting services your finances demand.

Tax Preparation

Individual and business tax returns filed accurately and on time. We maximize deductions and ensure full compliance.

Bookkeeping

Monthly reconciliation, financial statements, and organized records so you always know where your business stands.

Business Advisory

Strategic financial guidance to help you grow, optimize cash flow, and plan for the future.

Payroll Services

Accurate payroll processing, tax withholding, and compliance for businesses of all sizes.

Audit Support

Expert representation and documentation support if you face an IRS audit or review.

Estate Planning

Tax-efficient wealth transfer strategies and trust accounting to protect your legacy.

Who We Serve

Tailored for Every Client

Whether you're an individual filer or a growing startup, our team adapts to your unique financial needs.

Small Businesses

  • Monthly bookkeeping & reporting
  • Quarterly tax estimates
  • Business entity optimization
  • Cash flow management

Freelancers & Contractors

  • 1099 income tracking
  • Quarterly estimated taxes
  • Deduction maximization
  • Self-employment tax planning

High-Net-Worth Individuals

  • Investment tax planning
  • Estate & trust services
  • Charitable giving strategies
  • Multi-state filing

Startups

  • Entity formation guidance
  • Equity compensation planning
  • R&D tax credits
  • Investor-ready financials
Why Choose Us

Built on Trust & Expertise

Our firm combines decades of experience with modern technology to deliver exceptional results.

CPA Certified

Licensed Certified Public Accountants with rigorous ongoing education requirements.

Year-Round Support

Not just tax season. We're available 365 days to answer questions and provide guidance.

Cloud-Based Access

Secure online portal for document sharing, real-time reports, and digital signatures.

Fixed-Fee Pricing

Transparent pricing with no surprises. Know exactly what you'll pay before we start.

Client Testimonials

Trusted by Thousands

See what our clients have to say about working with Summit CPA Group.

Summit CPA saved me over $15,000 on my business taxes last year. Their proactive approach and attention to detail is unmatched.

D
David R.
Small Business Owner

As a freelancer, taxes used to terrify me. Summit makes everything simple and I actually get bigger refunds now than when I did it myself.

J
Jennifer M.
Independent Consultant

When we got audited, Summit handled everything. They were calm, professional, and resolved it without any additional liability.

M
Mark & Lisa T.
Joint Filers
FAQ

Common Questions

Everything you need to know about our services, pricing, and process.

For individuals, the federal tax deadline is typically April 15. S-Corps and Partnerships file by March 15. Extensions are available but only extend filing time, not payment. We send reminders well in advance of every deadline.
We offer transparent fixed-fee pricing based on the complexity of your situation. Individual returns start at $350, small business returns from $750. We provide a detailed quote before any work begins — no surprises.
For individuals: W-2s, 1099s, mortgage interest statements, charitable receipts, and prior year returns. For businesses: profit/loss statements, balance sheet, payroll records, and bank statements. We provide a detailed checklist at onboarding.
Our Audit Support service provides full representation before the IRS. We prepare all documentation, correspond on your behalf, and attend any meetings with you. Clients with our year-round service receive audit support at no additional cost.
Absolutely. Our cloud-based portal allows secure document upload, e-signatures, and video consultations. Over 60% of our clients work with us entirely remotely from across the country.
Yes. We specialize in helping clients get current with the IRS. We can file multiple years of back returns, negotiate payment plans, and in some cases reduce penalties through abatement requests.
Get Started

Schedule a Consultation

Fill out the form below and our team will reach out within 24 hours to schedule your free consultation.

No obligation. We'll respond within 24 hours.

Get Your Finances in Order

Stop stressing about taxes and bookkeeping. Let our CPA team handle the numbers so you can focus on what matters most.

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