Our Services

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Our Services

Summit CPA offers reputable and sophisticated experience in two main areas: Tax Planning & Compliance and Business & Management Advisory Services. We serve and support a diverse clientele, which includes:

Investment and operating partnerships

Family limited partnerships

High net worth and ultra-high net worth individuals and families

Closely held businesses

Family offices

Financial planners and wealth advisors

Trust companies

Private foundations and charitable trusts

Alternative investment and hedge funds

Real estate investors and funds

Private equity and venture capital funds

Ready to Get Started?

Whether you have further questions or you’re ready to put Summit CPA to work for you, we’re here to help. Click the button below to get in touch with us and get started.