Reliable Solutions. Real Guidance.
Comprehensive Services Rooted in Expertise
Summit Accounting Services offers a flexible, relationship-based approach to managing your financial life. Our firm supports high-net-worth individuals, small businesses, and families across Washington and beyond—combining hands-on CPA expertise with thoughtful, long-term planning.
Tax Services & Strategy
We prepare, file, and strategize for federal and state returns—individual, business, estate, and trust. We also support IRS correspondence and proactive tax planning throughout the year.
Clean, remote, monthly bookkeeping and reconciliation tailored to your operations. We ensure every report is accurate, timely, and useful.
Our signature approach to planning isn’t software-based—it’s year-by-year, scenario-driven, and grounded in real life.
From budgeting to financial literacy, we act as a fractional CFO or controller to help you lead with clarity.
Designed for small businesses that need real support without enterprise overhead—handbooks, compliance, and practical HR systems.
Coming soon
Secure digital access for uploads, document delivery, and billing. Includes ShareFile, SafeSend Returns, and Verosa payment tools.
Take Control of Your Financial Journey
From tax strategy and bookkeeping to financial planning and business consulting, we offer the clarity and consistency clients need to make smart decisions at every stage.Whether you’ve been referred to us or have worked with Summit for years, our goal is simple: help you move forward with confidence. We tailor each service to your goals and deliver high-level insight with a warm, personal touch.