Our monthly updated newsletter provides timely articles to help you achieve your financial goals. Our primary focus and passion lies with providing our clients with more sophisticated and personalized services that extend beyond the traditional tax preparation and compliance services other firms provide. No matter how complex your financial situation is, we know how to find the right strategy for the job. Our team has decades of experience working with clients of all kinds, with all kinds of needs.
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Founded in January of 2014, Summit CPA is the culmination of decades of public accounting, consulting, and industry experience embodied by the founding members' entrepreneurial spirit and deep desire to create a boutique tax advisory firm. As a boutique firm, our primary focus and passion lies with providing our clients with more sophisticated and personalized services that extend beyond the traditional tax preparation and compliance services other firms provide.Our team is committed to devoting the time and energy necessary to gain valuable insight into each client's specific financial goals and aspirations.
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Doing what it takes to perform at the highest standard in an accurate, relevant and consistent manner for each client. Striving for excellence is our ambition materialized into action by putting our core values to work. Whether you have further questions or you're ready to put Summit CPA to work for you, we're here to help.
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