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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.
Summit CPA offers reputable and sophisticated experience in two main areas: Tax Planning & Compliance and Business & Management Advisory Services. Whether you have further questions or you're ready to put Summit CPA to work for you, we're here to help.
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.
Advanced partnership transactions analysis including partner allocations and basis calculations. Research and regulatory guidance for both common and unique tax questions and circumstances. Whether you have further questions or you're ready to put Summit CPA to work for you, we're here to help.
Reviews (2)
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Rick Pond
Jul 03, 2017
You can't get better than Summit Consultancy Group! Fast turnaround on my federal taxes, and he knocked out my return for some work I'd done throughout the year in California. Professional, fast, friendly, flexible, and knowledgeable. Raymond has been an incredible resource for me. I won't go anywhere else ever.
Micahel Musselman
Nov 04, 2014
The most unprofessional and unorganized CPA firm I have ever dealt with. Forgot to file my return then lied about it, Avoid at all cost. You are unable to leave a review on their website unless it is positive.