Firm Overview
Summit CPA Group is a local accounting firm focused on the needs of the small-to-medium size business entrepreneur by providing a three-prong approach to comprehensive tax planning: (1) Identifying the appropriate business structure, (2) Monitoring current financial position, and (3) Planning for the future. At Summit CPA Group, our professionals take the time to learn about our clients and their goals and concerns. As a result, the tax planning developed for our clients are custom-tailored to meet the needs and goals of our clients.
Our Professional Philosophy
The professional philosophy at Summit CPA Group is simple: Allow the client to manage their business by leaving the accounting and tax issues to us. We do this by providing our clients with monthly or quarterly financial statements. This allows us to provide tax planning during the year instead of during tax time when too often planning is too late.
We also discuss what we require from our clients, and what the fees will be – up front. We encourage our client’s to contact us with all their accounting and tax questions. Because the majority of our clients are billed on a flat fee basis, our clients know that they will not receive a bill every time we pick up the phone to answer a question.
Many times clients have commented that their prior CPA was invisible until tax time. At Summit CPA Group, we pride ourselves on monthly contact by phone or in person with our clients to ensure that they are getting the service they need and expect. In sum, we strive to make it easy for our clients to accomplish their goals.
Another important aspect of our firm’s philosophy is our approach to working with other professional advisors. Effective financial and tax planning results from coordinated efforts by attorneys, CPA’s and financial advisors. We welcome the opportunity to work with these allied professionals to accomplish our client’s goals. Through teamwork, we can help our clients create a comprehensive estate and tax plan that will withstand the test of time.
As a growing firm in northern Indiana, Summit CPA Group strives to provide clients with the very best tax planning, monthly accounting and bookkeeping, charitable planning, and estate planning advice. We look forward to working with you.
