Summit Financial Services offers diverse products tailored for both businesses and individuals. These services range from tax and accounting services by a Certified Public Accountant to investments and retirement planning. We handle all types of tax returns and offer free e-filing. Summit also offers business consulting services to new businesses who need assistance with business plans, models, start-ups, or financial planning. Summit professionals are not only distinguished by the degree of personal service they provide, but have also earned some of the most prestigious designations in the financial industry.
Services
Each individual company within the Summit family focuses on a unique area of business strategy, allowing that company and its team to provide focused consulting and solutions where needed. Each company is further staffed by consultants and support staff with relevant business experience, training, and education in that field.
Welcome to the Summit Companies, a business consulting organization that brings together professionals and resources that can provide the strategic planning and guidance to help businesses reach their goals and realize their vision. Each member company includes a collection of professionals with the expertise and resources to meet the specific needs of your organization.
Summit is committed to providing unique value to our employees as well as our clients. We recognized from the beginning that no investment in resources or marketing could ever replace a strong team of experienced consultants, and so we have created a structure that we feel offers a singular opportunity for qualified professionals to realize both their financial and personal goals through building a consulting book of business with Summit.
Summit is always open to adding new companies to our model, although we are also very selective in how we evaluate those potential partnerships. In order to ensure that such a partnership is a good fit to both sides, we consider factors such as the industry, culture, personnel, and long-term goals of that company's stakeholders.
Forming a new business can be an exciting and intimidating process. Getting off on the right foot is critical, but most business owners have many questions and aren't always sure where to turn. What type of legal structure should I create? What registrations do I need? What type of accounting software should I use?
Reviews (1)
Andrew Darlington