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Summit Tax and Wealth Advisory

 
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Christopher Stone

The staff at Summit Tax are experts at what they do. Not only are they knowledgeable about tax and all tax related issues, but they have a specific expertise in customer service and education. I never have to worry about them getting work done on time, which gives me the peace of mind to concentrate on other things. They help me understand my return, very accommodating and a pleasure to work with.

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Jaime Kennington

I can't say enough about this group. They were welcoming and have helped us every step of the way in opening our first business. They treat clients and small businesses as if they were their own. I wouldn't go anywhere else! Bright, accommodating, family like team who will be a solid long-term partner for us.

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Ben Hendrix

My family and have been going to Summit Tax for multiple years. New ownership is personable and easy to work with. Would recommend their services to anyone looking for someone  new to work with.

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What We Do Best

Individual Tax Returns
Corporate/Estate/Trust Tax Returns
Company Start Up Paperwork
Bookkeeping
Financial Reporting
Sales Tax Reporting
Payroll Processing
Death Claim Paperwork
Voluntary Benefits
Individual & Group Life Insurance
Property/Casualty Insurance
Trust & Estate Planning
Privatized Banking

Trusted Partners

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SANDOZ MEDIA
SANDOZ MEDIA

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Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.