Summit Accountancy Group, Inc.

About

Serving the Santa Cruz and Silicon Valley, our combined knowledge and years of experience enables us to provide quality services in a timely manner.

Story

WE VALUE RELATIONSHIPS

We appreciate our clients and team members. Together, we build a strong rapport by treating each other with respect and care.

WE ARE DEDICATED TO EXCELLENCE

All members of our team are provided ongoing professional development opportunities and quality resources. We take pride in maintaining technical and subject expertise in our services.

WE ARE COMMITTED TO SUPPORTING THE COMMUNITY

We take pride in giving back to our community and being actively involved. We model life balance while fostering a friendly and enjoyable environment for team members and clients.

Products

1) Tax services including tax preparation, tax planning and tax problems.

2) Services for Individuals including estate planning, personal financial statements, divorce assistance, litigation support, business valuation and expert witness.

3) Services for Businesses including small business accounting, part-time CFO services, compilation, forensic accounting, business valuation, succession planning, new business formation and nonprofit organizations.

4) QuickBooks services including QuickBooks setup, QuickBooks training, QuickAnswer and QuickTune-up