From personal tax returns to full-service business accounting, Summit Financial provides the expertise your finances deserve — at fair, transparent prices.
We prepare federal and state tax returns for individuals, families, and businesses of all sizes. Our thorough approach ensures you never miss a deduction while keeping your return fully compliant. We handle W-2 employees, self-employed individuals, rental property owners, retirees, and more.
Accurate, timely bookkeeping is the foundation of a healthy business. We reconcile your accounts, categorize transactions, and deliver clean monthly financial statements so you always know where your business stands. QuickBooks Online and Xero support included.
We handle payroll processing from start to finish — calculating wages, withholding taxes, issuing direct deposits, and filing all required payroll tax forms. Compliance with federal and California state requirements is always up to date.
Choosing the right business structure from day one saves you money and headaches down the road. We help you form your LLC, S-Corp, or sole proprietorship with the optimal tax structure, and guide you through every registration step.
Receiving an IRS letter is stressful — but you don't have to face it alone. We help you understand your notice, organize your documentation, and guide you through the resolution process. For cases requiring formal representation, we work with licensed Enrolled Agents and tax attorneys.
Schedule a free consultation and we'll help you identify the services that make the most sense for your situation.
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