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 financial services for individuals and businesses.
Our knowledgeable 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/audits.
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 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 convenience, we file monthly Sales and quarterly Payroll taxes.
In addition to our accounting and tax preparation services, we also assist with incorporation. With this service, we guide clients in selecting the appropriate entity to register their business, be it a Corporation, S-Corporation, LLC, or a Non-Profit.