Summit
Tax Planning

Plan Smarter. Keep More. Prosper Ahead.

Don’t just prepare-plan. Our mission is to empower you through proactive, strategic tax planningBuilding lasting financial success.

We work closely with each client to create tailored strategies. You get personalized, one-on-one guidance from a CPA who is available and invested in your success.

We’re not here to simply file returns. We deliver the high-touch, high-value service that traditional tax preparers often overlook, helping you keep more of what you earn.

Life Story

I became a CPA because I believed in the power of numbers to tell a story—not just of a business, but of its potential. Over the past years working in accounting and tax, I’ve seen the reality behind the industry: overwhelmed firms, overworked professionals, and clients left without real guidance despite paying thousands in fees. Again and again, I watched individuals and business owners get funneled through a system focused solely on tax preparation—reactive, rushed, and surface-level. The result? Missed opportunities, lost dollars, and a growing sense of frustration. That didn’t sit right with me.

I launched this firm with a different vision: to put strategy first and tax prep second. My goal is simple—to help people keep more of what they earn through proactive tax planning and high-level advisory services. I’ve seen firsthand what a difference it makes when clients are empowered with real answers, smart strategies, and a CPA who’s not only available but invested in their success. I’m not here to simply file returns—I’m here to partner with you in building financial clarity, control, and confidence. As a speaker at business acceleration events, I’ve had countless conversations with entrepreneurs and professionals asking the same two questions: How do I make money? And how do I keep it? That’s where I come in.

How It Works

Step 1: Discover Your Financial Story

We start by getting to know you and your financial goals. We believe in the power of numbers to tell a story of your potential. This initial conversation helps us understand your unique situation and challenges.

Step 2: Develop a Strategic Plan

We go beyond simple tax preparation to create a personalized, proactive strategy. Our seasoned professionals work closely with you to uncover opportunities, minimize tax liabilities, and build a tailored plan for your financial growth and peace of mind.

Step 3: Implement with Confidence

Once your custom plan is in place, we guide you through the implementation. We are here to partner with you in building financial clarity, control, and confidence, turning your questions into clear action.

Step 4: Review and Evolve

The financial landscape is always changing, so we provide periodic reviews and adjustments to your plan. This ongoing guidance ensures your strategy remains effective and continues to support your lasting financial success.

Our Services