Personalized & Professional Tax and Accounting Advice
Summit Tax Group is dedicated to providing our clients with exceptional service based on years of experience. Our business is built on the long term relationships and trust our clients place in us. Our team of professionals is here to help with all your tax and accounting needs. We value our clients and strive to deliver tax and accounting advice and solutions to help individuals and businesses alike.
Individuals & Families
We provide individuals and families with tax preparation and planning services, as well as tax saving strategies and accounting advice to help minimize tax liabilities and maximize your wealth.
Fiduciaries
Managing fiduciary tax is a complex process that requires managing risk and reducing the cost of compliance. Our team can provide you with tax-efficient trust, estate, and gift planning strategies.
Businesses
We work with businesses on a variety of tax and accounting related matters - from financial projections and forecasts to restructuring and budget analysis. Our team can also help with due diligence and analysis related to an upcoming business transaction.
We offer our clients comprehensive tax planning and preparation services to keep their financial goals on track. We focus on personalized strategies to minimize tax liabilities and maximize cash flow.
Starting with gaining a deep understanding of your business, we build on our years of experience to produce financial projections and forecasts to help you manage your business plan and spending.
Even in the early stages of starting a business, effective counsel is crucial. Choosing the correct business entity has a large impact on your taxes and other liabilities. With time, restructuring may even become beneficial.
Effective cash management is imperative to improving a company’s liquidity, reducing costs and increasing profitability. We help clients maintain optimal cash flow by analyzing spend,tracking income and budgeting accordingly.
IRS audits can be stressful, but professional representation can be invaluable. We apply our years of experience with tax authorities to guide clients through a smooth and timely audit with federal and state agencies.
After proper due diligence and careful analysis, we help our clients determine a fair asking price, employ the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.