Summit Tax & Accounting Advisors

At Summit Tax & Accounting Advisors, we are dedicated to helping individuals and businesses achieve their financial goals and build wealth. With nearly 20 years of experience in the finance industry, our team of experts is equipped to provide personalized services that cater to the unique needs of our clients.

Our Story

Our journey began with a shared passion for finance and a desire to make a positive impact on the lives of others. Rene Carlos, our lead Enrolled Agent and founder, has spent nearly two decades honing his skills in the finance industry, representing taxpayers before the IRS and serving clients in various industries. Julia Carlos, our co-founder, brings a strong background in business administration and legal studies, allowing her to complement Rene's expertise. Together, we founded Summit Tax & Accounting Advisors with a mission to serve others using our gifts and talents.

Our Services

At Summit Tax & Accounting Advisors, we offer a range of services designed to help individuals and businesses achieve financial success. Our services include:

Bookkeeping

We understand the importance of accurate and timely financial record-keeping. Our bookkeeping services enable businesses to track their financial performance, make informed decisions, and stay compliant with tax authorities.

Taxes

Our experienced team of tax professionals will guide you through the complexities of tax planning and preparation, ensuring that you take advantage of all available credits and deductions. Whether you're an individual or a business, we'll help you navigate the tax landscape and ensure compliance with all applicable tax laws.

GET STARTED

Take the first step towards building wealth and achieving your financial goals. Contact us today to schedule a consultation and discover how we can support you on your journey to financial success.