Whether you're operating a small business or looking for personal tax preparation, we have you covered. At Summit CPA, we draw on years of experience to provide affordable, personalized accounting services for businesses and individuals alike.
Thanks to our experience working both within and outside of the United States, we're more than equipped to handle foreign bank and financial account reporting (FBAR). Additionally, we take extra care to ensure that we comply with the Foreign Account Tax Compliance Act (FATCA).
Tax Planning & Preparation
Available for both businesses and individuals, this service is all about understanding your situation and helping you save on your taxes. When you come in, we'll consult with you on the best way to file and create a money-saving tax plan. This can include tips on limiting capital gains for businesses, saving on taxes before purchasing a new home, and so much more.
As your dedicated tax accountant, we gladly prepare all of the documents needed to file your taxes. We even handle IRS representations for resolution in the event of a tax dispute. For added convenience, we file monthly sales and quarterly payroll taxes.
Our highly skilled CPA keeps your finances in order year-round, preparing financial statements and other documents for the entire year. This includes financial statements for businesses looking to apply for loans, prepare taxes, or conduct other financial business. We also provide interim/personal financial statements as needed for loans.
In addition to our tax and general accounting services, we also assist businesses with incorporation. With this service, we help clients select the appropriate entity to register their business as, be it a corporation, LLC, or whatever feeds your company's needs.