Your Finances,
Our Expertise.
From tax preparation to business advisory, our certified team delivers precise, reliable financial services that protect your assets and maximize your returns.
Comprehensive Financial Services
Expert solutions for individuals, small businesses, and enterprises across all financial disciplines.
Tax Preparation
Accurate federal, state, and local tax preparation for individuals and businesses. We maximize your deductions and ensure full compliance.
Bookkeeping
Meticulous record-keeping and financial tracking that gives you a clear picture of your business health at all times.
Payroll Services
Complete payroll processing including tax withholding, direct deposits, W-2 preparation, and compliance reporting.
Business Advisory
Strategic financial guidance to help you grow your business, optimize cash flow, and plan for long-term success.
Audit & Assurance
Independent audit, review, and compilation services that provide stakeholders with confidence in your financial statements.
Estate Planning
Comprehensive estate and succession planning to protect your legacy and minimize tax burden for future generations.
Credentials & Certifications
Our team holds the highest professional certifications in the accounting and financial services industry.
CPA Certified
All partners hold active Certified Public Accountant licenses with ongoing continuing education.
IRS Enrolled Agent
Authorized to represent taxpayers before the IRS for audits, collections, and appeals.
QuickBooks ProAdvisor
Certified experts in QuickBooks setup, training, and advanced troubleshooting.
AICPA Member
Members of the American Institute of CPAs, the premier professional organization.
State Licensed
Fully licensed to practice with all applicable reciprocal agreements.
BBB A+ Rated
Accredited by the Better Business Bureau with the highest possible rating.
Meet Our CPAs
Experienced professionals dedicated to your financial success.
Transparent Service Packages
Clear, upfront pricing with no hidden fees. Choose the package that fits your needs.
Individual
Small Business
Enterprise
Key Tax Deadlines
Stay ahead of critical filing deadlines. Never miss a date with our proactive reminders.
W-2 & 1099 Distribution
Employers must send W-2 forms to employees and 1099 forms to independent contractors.
Individual Tax Returns Due
Federal individual income tax returns (Form 1040) and payments are due.
Extended Returns Due
Deadline for individual tax returns that received a filing extension.
Corporate Extension Deadline
Final deadline for corporate tax returns that filed for an automatic extension.
What Our Clients Say
Trusted by thousands of individuals and businesses.
“Summit Financial Group saved our company over $85,000 in taxes last year through strategic planning and meticulous deduction tracking. Their expertise is unmatched.”
“After years of doing my own taxes, I finally hired Summit. They found deductions I never knew existed and gave me peace of mind knowing everything is done correctly.”
“Their payroll and bookkeeping services transformed our operations. Everything runs smoothly, reports are always on time, and our financials have never been more organized.”
Frequently Asked Questions
Find answers to the most common questions about our accounting and tax services.
Schedule Your Consultation
Ready to take control of your finances? Contact us today for a free initial consultation.
Address
123 Finance Plaza, Suite 400, Miami, FL 33101
Phone
(305) 555-0234
info@summitfinancialpr.com
Office Hours
Monday - Friday: 8:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Tax Season (Jan-Apr): Monday - Saturday 7:00 AM - 9:00 PM
Our Services
Quality solutions tailored to every need
Individual Tax Return
$250Complete personal tax preparation including W-2, 1099, and deductions optimization.
1 hr
Business Tax Filing
$750Full business tax preparation for LLCs, S-Corps, and partnerships with quarterly review.
2 hrs
Bookkeeping Package
$400/moMonthly bookkeeping, bank reconciliation, and financial statement preparation.
Monthly
Financial Consultation
$150One-on-one financial planning session covering investments, retirement, and tax strategy.
45 min
Payroll Services
$200/moFull payroll processing, tax withholdings, and quarterly filings for up to 15 employees.
Monthly
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