Whether you're operating a small business or looking for individual tax preparation, we have you covered. At Summit CPA, we draw on years of experience to provide personalized accounting services for individuals and businesses.
Our highly skilled CPA keeps your finances in order year-round, preparing financial statements and other documents for the entire year. We also provide interim/personal financial statements as needed for loans.
Tax Planning & Preparation
Available for both businesses and individuals, this service is about understanding your situation and helping you save taxes. During your visit, our tax professionals will advise you, and provide recommendations on the best way to file and create a money-saving tax plan. This can include tips on limiting capital gains for businesses, or saving on taxes before purchasing a new home.
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 tax, and quarterly payroll taxes.
In addition to our tax and accounting services, we also assist with incorporation. With this service, we help clients select the appropriate entity to register their business as, be it a corporation, LLC, or whatever suits your company's needs.