Tax Services

We help our clients navigate tax changes and make sure they stay on the right side of the IRS. Tax advisory is one of our firm’s top specialties

    Tax Services

    Not sure how to approach taxes? Our team of experts are ready to help you get a plan in place. Maybe it’s a simple tax return, estate tax planning, or tax forecasting for your company–whatever tax assistance you are looking for, Summit CPAs Professional Services can provide it.

    Our team is committed to providing its clients with the highest quality tax services. You’re ready to get started and we’re ready to help you. Let’s get to work!

    Our Tax Services:

    High net worth planning

    Individual and trust planning
    Business and personal income tax returns
    Estate and gift planning
    IRS representation
    Income forecasting
    Income tax returns

    Tax Advisory

    Tax advisory is one of our firm’s top specialties, with services designed to protect our clients’ interests and set them up for strategic success across their entire financial portfolio–whether personal, business, or both.

    We are here to help you strategize and implement tax reduction methods to reduce your liability. We prepare our clients for every possible outcome. We have a team of professionals ready to assist you. We help our clients navigate tax changes and make sure they stay on the right side of the IRS.

    Our Tax Advisory Services:

    Financial projections
    Due diligence
    Risk review
    Service organization control
    Process and procedure
    Internal controls assessment
    Merger and acquisition consulting

    Tax Controversy

    Need a new perspective and help to resolve old tax issues? It’s not unusual for tax issues to get the better of individuals or businesses. After all, taxes can be complicated, and people don’t always feel like they have the time or expertise to tackle them. But the longer your tax problems go unresolved, the worse the issue can become, and the bigger of an effect it can have on your personal life and business operations. So, don’t wait any longer. Summit CPAs Professional Services is ready to assist.

    Our Tax Controversy Services:

    Expert witness services
    Tax disputes and audit defense services
    Voluntary disclosures
    Innocent spouse relief
    Penalty abatement requests
    Responsible party assessment defense
    Release of liens

    International Tax

    With clients operating in the U.S., Latin America, and the Caribbean, the associates at Summit CPAs Professional Services, understand the intricacies of international tax structures. And our expertise serves on both sides of the equation. Do you have an American presence you’re looking to take abroad? Or an international presence you want to establish in the U.S.?

    From planning to reporting and compliance, our bilingual tax professionals can provide you with the support needed to manage all of your international tax needs. Summit CPAs Professional Services, is an active member of the prestigious Geneva Group International, GGI.

    Our International Tax Services:

    Business strategy
    Business guidance and advisory
    Merger and acquisition
    Succession planning
    Business valuations
    Litigation support
    Fraud investigations