Tax, Accounting, and Advising Services
Helping You Succeed is Our Goal
Welcome to Summit Advisors Group! We are a women-owned and operated full-service tax and accounting firm providing tailored tax, accounting, payroll, and advisory services for individuals and businesses. We go beyond tax preparation, working closely with our clients to offer practical solutions and expert advice. Our team values long-term relationships built on trust and personalized attention.
For Businesses
​As a valued client, our priority is to care for your business as if it were our own. We take the time to understand your business, allowing us to tailor our services to your needs. Consider us an extension of your team, always ready to provide expert guidance and valuable insights that drive your success.
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Tax preparation and filing
Bookkeeping
Monthly financial statements
Quarterly financial review
Payroll
Direct deposit
Guidance for new businesses
Tax planning
Growth plans and opportunities
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For Individuals
Tax planning can be challenging for affluent individuals, whose financial situations often involve diverse income streams, businesses, investments, and estate planning. By leveraging specialized knowledge and tools, we help individuals and families minimize their tax liability, maximize deductions, and secure their financial legacy for future generations.
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Tax preparation and filing
Year-round tax planning
Investment tax strategy
Multi-generational planning
Estate/Trust tax preparation
Family office services
Business and personal tax integration
Charitable giving strategies
Coordination with other advisors
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