SUmMIT ACCOUNTING SERVICES

Guiding You With Clarity, Insight & Experience

Summit Accounting Services helps individuals and businesses navigate complex financial decisions with personalized service, professional integrity, and a deep understanding of your goals. We’re not just accountants—we’re your long-term financial partners.

Tax Services & Strategy

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Preparation & Planning

We help clients make sound decisions with clarity and peace of mind. We’re a boutique firm by design – and proud to offer custom guidance for each stage of your financial journey.

Build Financial Confidence
That Lasts

Accounting & Bookkeeping

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Remote, secure, and tailored

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Business Consulting

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Fractional CFO, budgeting & insight

Financial Planning

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Year-by-year guidance, not just projections

HR Advisory Services

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Compliance & support for small business

Client Portal Access

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Uploads & secure document sharing

OUR PHILOSOPHY

Our Mission Is Simple:
Do Great Work for Good People

Summit Accounting is built on relationships—not transactions. We offer hands-on support for high-net-worth individuals and growing businesses who value integrity, clarity, and long-term partnership. Whether you're delegating your books or navigating a complex tax matter, we’re here to help you move forward with confidence.

+ Warm, Personal Support

 You’ll always know who you’re working with—and how we can help.

+ Expertise That Evolves With You

Our team delivers tailored insights to match your needs as they grow.

+ Secure, Transparent Access

Your data, your time—respected and protected through our digital systems.

Access secure portals for uploads and returns.

Get Organized

Client Tools →

Plan Ahead

Take the stress out of tax season and cash flow.

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Stay Informed

Read our latest insights on legislation and planning.

Visit Blog →

Ready to Simplify Your Financial Life?

If you’ve been referred to Summit—or want to learn if we’re the right fit—reach out today. Our team is happy to answer your questions and guide you through next steps.



Contact Us