Business Details
Trusted Accounting & Tax Services in Lexington, KY
Summers Mc Crary & Sparks is a small local accounting firm specializing in individual, small business, governmental, and non-profit accounting and taxation. Our team includes four CPA partners and certified professionals dedicated to delivering exceptional service through professionalism, responsiveness, and quality. With decades of combined experience, we provide tailored financial planning, tax preparation, and advisory services to help clients navigate complex tax codes and achieve long-term financial goals.Our expertise extends to QuickBooks setup and training, audit services, and industry-specific solutions for construction, healthcare, law firms, manufacturing, and real estate. We prioritize client success by offering personalized guidance, IRS audit representation, and strategic tax planning to maximize deductions while ensuring compliance. Our commitment to transparency and ethical standards has earned us trust as a reliable partner for both individuals and businesses seeking financial clarity and growth.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Bookkeeping Services
Payroll Solutions
Tax Preparation
Audits & Reviews
QuickBooks Setup
IRS Audit Representation
Highlights and features
- We have four CPA partners with decades of combined experience in tax and accounting.
- Our team provides personalized financial planning and IRS audit representation.
- We specialize in QuickBooks setup, training, and industry-specific solutions.
- Our services cater to construction, healthcare, law firms, manufacturing, and real estate.
- We guarantee compliance with evolving tax regulations and ethical standards.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
We offer comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team stays updated on evolving tax laws to maximize deductions and credits while minimizing liabilities. Clients benefit from personalized strategies to optimize returns and avoid penalties.
Financial Planning
Our financial planning services provide tailored strategies for retirement, estate planning, and wealth growth. We assess client goals to create actionable plans that manage risk and enhance long-term financial security. Expert guidance ensures informed decisions aligned with individual or business objectives.
QuickBooks Setup
We specialize in QuickBooks setup, customization, and training for businesses transitioning to digital accounting. Our team streamlines financial workflows by integrating third-party tools and providing ongoing support to ensure efficient bookkeeping and reporting processes.
Audits & Reviews
We conduct audits, reviews, and compilations to validate financial accuracy and compliance for stakeholders. Services range from limited assurance reviews to full audits under GAAS standards, helping businesses meet investor, creditor, or regulatory requirements with confidence.
IRS Audit Representation
Our firm provides expert IRS audit representation to resolve tax issues discreetly and efficiently. We negotiate payment plans, offer-in-compromise solutions, and ensure compliance to mitigate penalties, allowing clients to focus on their core responsibilities without IRS-related stress.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and financial planning tailored to small businesses, ensuring compliance and profitability.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, and employee training to streamline your accounting processes and improve efficiency.
Do you specialize in any industries?
We serve construction, healthcare, law firms, manufacturing, and real estate clients with industry-specific accounting and tax solutions.
What is the difference between an audit and a review?
An audit provides the highest assurance through detailed verification, while a review offers limited assurance based on inquiries and analytical procedures.
How can you assist with IRS tax problems?
We resolve IRS issues through audit representation, payment plans, and offers-in-compromise to reduce liabilities and ensure compliance.
Are your services available in Winchester, KY?
Yes, we operate from both Lexington and Winchester, KY, offering in-person and remote accounting support.
