Summit Financial — operating as Aristeo Financial LLC — was founded to bring big-firm expertise to the individuals and small businesses of Chico with a personal touch you simply can't get from a national chain.
Summit Financial was founded with one goal in mind: to give Chico families and entrepreneurs access to professional financial guidance without the intimidating overhead of a large firm.
As a California CTEC-registered tax preparer — and currently studying for the IRS Enrolled Agent (EA) exam — our principal advisor is committed to growing expertise and delivering top-quality service from day one.
With 5 years of experience in finance, we're building a practice focused on helping individuals and small businesses with accurate tax preparation, bookkeeping, and sound financial guidance. As a bilingual practice fluent in both English and Spanish, we're proud to serve Chico's diverse community.
We believe in building long-term relationships with our clients. When you call, you speak with us — not an answering service.
Every return, every ledger entry reviewed with care. Our thoroughness means fewer surprises and better outcomes for you.
We don't just file your taxes — we keep you informed of tax law changes and planning opportunities throughout the year.
We live and work in Chico. Our clients' success is our community's success, and we're invested in both.
Summit Financial saved us over $4,000 on our business taxes last year by catching deductions our previous accountant missed. They take the time to actually understand your business.
I've been filing with Summit for six years. They're always responsive, organized, and they make tax season completely stress-free. I wouldn't trust anyone else with our finances.
When I received an IRS audit notice I panicked. The team at Summit handled everything — correspondence, representation, the whole process. The audit closed with zero adjustments.
Experience the Summit Financial difference — personalized service, expert knowledge, and a commitment to your financial wellbeing.
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