Summers & Associates, LLC, is a full service financial firm providing accounting and bookkeeping, audit, tax services, planning, and management to individuals as well as for-profit and nonprofit organizations.
We operate using sound business management policies, providing our clients with timely results and cost effective service, accomplishing both with deliberate planning and maximum utilization of resources.
We have a total of 45+ years in preparing individual and corporate tax returns covering a wide variety of personal and business situations. We can help you with every aspect of your tax preparation and planning, including the preparation of individual, partnership and corporate tax returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service and/or your state taxing authority.
Our staff members have successfully completed complex engagements for a variety of corporate clients over the years as well as sat on the “other side of the desk” serving in for-profit and nonprofit management capacities, developing internal controls and procedures to ensure effective execution resulting in accurate and timely information for organization management.
We can also assist you with accounting and bookkeeping related issues. We also offer complete outsourced CFO and back-office management solutions.
Our firm, through strategic relationships, coordinates auditing, retirement and estate planning services, asset management, and computer systems consultation.
We can accommodate both large and small organizations as well as individuals, and we are able to effectively provide a wide range of services due to our broad and diverse backgrounds and experiences.