From annual compliance to ongoing strategic guidance, Summit Tax and Accounting offers a full range of services to keep you on solid financial ground.
Accurate, timely preparation and filing of federal and state tax returns for individuals, small businesses, partnerships, S Corporations, and nonprofit organizations. We handle the complexity so you can focus on what matters.
Proactive planning that reduces your tax burden over the long term. We analyze your situation, model scenarios, and implement strategies before tax events occur rather than reacting after the fact.
Facing an IRS notice, audit, or collections action? As an Enrolled Agent, Gregory has the federal authority to represent taxpayers before all IRS divisions and will advocate on your behalf from start to finish.
Clean, consistent books are the foundation of good financial decision-making. We provide monthly bookkeeping services and catch-up work for businesses that need to get current before tax season.
Executive-level financial leadership on a part-time basis. Ideal for growing small businesses that need strategic financial guidance, forecasting, and oversight without the cost of a full-time CFO hire.
Nonprofits face unique compliance requirements. We help tax-exempt organizations stay current with their filing obligations and maintain the financial clarity needed to pursue their mission.
Schedule a free initial consultation and we'll help you figure it out.
We will help you identify the right scope before you commit to a path.