Tax and accounting documents on a professional desk

Our Services

Comprehensive tax preparation and bookkeeping solutions tailored to individuals and small businesses — delivered with CPA-level precision and care.

What We Offer

At Summit Tax & Accounting Associates, we provide a full suite of financial services designed to take the stress out of tax season and keep your books in perfect order year-round. Whether you're an individual filer or a growing small business, our team is equipped to handle your needs with accuracy and efficiency.

Tax Preparation

Maximize your refund. Minimize your liability.

Our CPA team stays current with the latest federal and state tax laws to ensure your return is filed accurately and on time. We serve individuals, businesses, non-profits, and estates — identifying every eligible deduction and credit so you keep more of what you earn.

Individuals & Families — Form 1040, 1040-SR, 1040-NR
Businesses — Form 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership)
Non-Profits — Form 990, 990-EZ, 990-N, 990-PF
Estates & Trusts — Form 1041, 706, 709
Self-Employed & Freelancers — Form 1099, quarterly estimates
Payroll & Employment — Forms 941, 940, W-2, W-3, 1099-NEC
Amended & Prior Year Returns — Form 1040-X
State & Local Returns — all 50 states, multi-state filings

Bookkeeping

Accurate records. Informed decisions.

Reliable bookkeeping is the foundation of every financially healthy business. We manage your day-to-day financial records so you always have a clear picture of where your business stands — and the data you need to make smart decisions.

Monthly and annual financial statement preparation
Accounts payable and receivable management
Bank and credit card reconciliation
Payroll processing support

Financial Consulting

Strategic guidance for your financial future.

Beyond tax season, we serve as a trusted financial partner. Our consultants help you plan ahead, understand your financial position, and make decisions that support long-term growth and stability.

Tax planning and strategy
Cash flow analysis and forecasting
Business entity selection guidance
Year-round advisory support

Why Choose Summit?

CPA-Led Team

Every engagement is handled by or under the direct supervision of a Certified Public Accountant.

Personalized Service

We take time to understand your unique situation and tailor our approach to your specific goals.

Year-Round Support

We're not just here at tax time. Our team is available throughout the year to answer questions and provide guidance.

Transparent Pricing

No hidden fees or surprises. We discuss pricing upfront so you always know what to expect.