Summit Financial Service

Summit Financial Services, LLC is a full-service accounting firm located in Saratoga Springs, Utah. We are dedicated to providing comprehensive financial solutions to a diverse clientele, including business owners, executives, and independent professionals. Our commitment to excellence is reflected in our personalized approach, where each client receives focused attention and tailored strategies to achieve their unique financial goals. We pride ourselves on our affordability, accessibility, and genuine desire to build lasting relationships with our clients.

Our Services

Our extensive range of services is designed to cater to the multifaceted needs of our clientele. We offer a comprehensive suite of options for individuals, businesses, and non-profit organizations, encompassing everything from tax preparation and planning to bookkeeping, financial consulting, and specialized services like QuickBooks training and support.

Serving Individuals: A Helping Hand for Life's Financial Journeys

We understand that individuals face a wide spectrum of financial challenges and goals throughout their lives. Whether you're a young professional starting out, a growing family navigating major life events, or an individual approaching retirement, our team is here to provide guidance and support. We offer comprehensive tax preparation services, ensuring that you maximize your deductions and minimize your tax liabilities. Our estate planning solutions help protect your family's future and ensure your assets are distributed according to your wishes. We also provide elder care services, assisting seniors with financial management and navigating the complexities of aging.

Business Services: Building Blocks for Success

For businesses, we offer a robust set of services designed to streamline operations, optimize financial performance, and empower growth. We provide meticulous bookkeeping and accounting services, allowing you to focus on core business activities. Our QuickBooks expertise ensures that you leverage this powerful software to its fullest potential, whether you need setup, training, or ongoing support. We offer a range of cost-effective payroll solutions, freeing you from the burden of payroll management. To drive strategic growth, we provide comprehensive financial consulting services, including cash flow management, bank financing assistance, business valuation, and strategic business planning.

Beyond operational efficiency, we recognize the importance of sustainable growth and succession planning for businesses. We guide you through the intricacies of non-profit organization formation and management, ensuring compliance with legal and regulatory requirements. We also provide personalized succession planning strategies, helping families and business owners smoothly transition ownership and leadership.

Specializing in Tax Solutions

Taxes can be complex and overwhelming, but at Summit Financial Services, we make it our mission to simplify the process and ensure you stay compliant. We offer comprehensive tax preparation services for individuals and businesses, minimizing your tax liability while adhering to all applicable regulations. We provide personalized tax planning strategies tailored to your unique circumstances and financial goals. In case of IRS audit representation, we act as your advocate, navigating the complexities of the audit process and protecting your rights. We also assist individuals facing tax problems with solutions such as Offer in Compromise, IRS Payment Plans, and representation in dealing with levies, wage garnishments, and seizures.