Firm Profile

Summit Financial Services, LLC provides outstanding service to our clients because of our dedication to our misssion which is to be impeccably honest and diligent in our service to our clients


Summit Financial Services, LLC mission is to provide impeccably honest and diligent service to all our clients in the area of tax preparation, tax solutions, and related services. We provide personalized attention that addresses not only today's needs but tomorrow's plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.

Impeccably -  im-pek'ab-lee (L.impeccabilis - prefix im for in, not, and pecco, to error.) Not liable or subject to error.

Honest - on'est a. (O.Fr. honeste, from L. honestus, from honor, honos, honour. HONOUR.) Fair in dealing with others; free from trickishness, fraud, or theft; upright; just; equitable; sincere; candid; or unreserved; honourable; reputable, chaste or virtuous; pleasant-looking in features.

Diligent - (dil'i-jent) - [L.diligens, diligentis.] Steady in application to business; constant in effort to accomplish what is undertaken; assiduous (constant in application; devotion, and attention; unremitting); attentive; industrious; not idle or negligent: of person or things.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and that of other firms. We make sure that every client is served by our expertise.

Companies who choose Summit Financial Services, LLC rely on competent advice and fast, accurate personnel. We provide total tax and related services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to contstantly update our professional education and to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Professional Organizations and Memberships

National Society of Accountants
National Association of Tax Professionals
National Society of Enrolled Agents

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