Summit CPA – Local Values. Global Perspective.

OUR SERVICES

Tax Planning & Compliance and Business & Management Advisory Services.

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TAX CENTER

Track your refund, download tax forms & much more.

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Our monthly updated newsletter provides timely articles to help you achieve your financial goals.

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CALCULATORS

Interactive financial problem solvers with dynamic graphs and personalized reports.

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FINANCIAL GUIDES

Practical information to help you reach your financial goals.

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Boutique Service. Proven Expertise.

Gaining valuable insight into each client’s financial goals and aspirations.

Our primary focus and passion lies with providing our clients with more sophisticated and personalized services that extend beyond the traditional tax preparation and compliance services other firms provide.

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Proven Expertise

No matter how complex your financial situation is, we know how to find the right strategy for the job.

Years of Experience

Our team has decades of experience working with clients of all kinds, with all kinds of needs.

Customized Service

We give every client the unique attention they need and deserve.

Strategic Approach

Every project requires a unique strategy and we’re experts at formulating the ideal approach for the right results.

Collaborative Relationships

We work closely with our clients to determine their needs and objectives.

Our Approach

Innovative. Proactive. Effective.

Our team is committed to devoting the time and energy necessary to gain valuable insight into each client’s specific financial goals and aspirations. This allows us to utilize our knowledge and proven expertise to effectively deploy strategic tax planning and business advisory solutions that are innovative and proactive.

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Latest from Our Blog

Higher IRS Mileage Rates Take Effect

IRS, Other, TravelAugust 4, 2026

Due to rising fuel costs, the IRS has increased the 2026 cents-per-mile rates for calculating certain vehicle deductions.

Revisit Your Emergency Fund Goals

Other, Wealth ManagementJuly 13, 2026

An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect how much emergency savings you need. Regularly reviewing your reserves can help ensure they’re sufficient to support your lifestyle and broader financial strategy.

OUR SERVICES

TAX CENTER

NEWSLETTER

CALCULATORS

FINANCIAL GUIDES

Boutique Service. Proven Expertise.

Proven Expertise

Years of Experience

Customized Service

Strategic Approach

Collaborative Relationships

Our Approach

Latest from Our Blog

Higher IRS Mileage Rates Take Effect

Revisit Your Emergency Fund Goals