Summers McCrary & Sparks PSC

Summers McCrary and Sparks is a trusted name in the accounting and tax services industry, serving individuals, small businesses, government entities, and non-profit organizations in our community. We pride ourselves on being a small, local firm where our clients receive personalized attention and expert guidance tailored to their specific needs. More than just number crunching, we aim to be a valued partner in our clients' financial success.

Our team of four CPA partners, along with a dedicated and experienced staff of certified and non-certified professionals, brings a wealth of knowledge and expertise to every client engagement. We are committed to upholding the highest standards of professionalism, responsiveness, and quality in everything we do.

Services Offered

Summers McCrary and Sparks provides a comprehensive range of services designed to help our clients navigate the complexities of the financial world.

For Individuals

We understand that personal finances are unique and require personalized attention. Our individual services include:

• Personal Financial Planning: We work with you to develop a sound financial plan that encompasses your goals, risk tolerance, and future aspirations. This may involve budgeting, debt management, savings strategies, and investment planning.
• Retirement Planning: Preparing for a comfortable retirement is essential. Our team helps you evaluate your current financial situation, explore retirement savings options, and develop a strategy to ensure a secure financial future.
• Estate Planning: We assist in creating a comprehensive estate plan that includes wills, trusts, power of attorney, and healthcare directives, ensuring your assets are distributed according to your wishes and your loved ones are protected.
• Elder Care: As individuals age, navigating caregiving and financial complexities can become challenging. We provide guidance and support to individuals and families facing elder care issues, helping to manage finances, account for changing needs, and access available resources.

For Businesses

We assist small businesses in every stage of their development, offering a comprehensive suite of accounting and tax services:

• Small Business Accounting: From bookkeeping and payroll to financial statement preparation, we handle the day-to-day accounting tasks, freeing up your valuable time and resources.
• Bookkeeping Services: We keep meticulous records of your business transactions, ensuring accurate financial tracking and reporting.
• Payroll Services: We take the hassle out of payroll management, accurately processing employee wages, taxes, and deductions, ensuring compliance with all applicable laws and regulations.
• Part-Time CFO Services: Need strategic financial guidance without the cost of a full-time CFO? We offer part-time CFO services, providing expert advice on financial planning, budgeting, cash flow management, and growth strategies.

• Audits - Reviews - Compilations: We provide a range of audit and assurance services, ensuring your financial records are accurate, reliable, and compliant with industry standards.
• New Business Formation: We guide you through the process of establishing your business, selecting the appropriate legal structure, and complying with all regulatory requirements.
• Non-Profit Organizations: We understand the unique financial challenges faced by non-profits. We provide specialized accounting and tax services to support your mission and ensure financial transparency.
• Internal Controls: We help non-profits establish and maintain strong internal controls to safeguard assets, prevent fraud, and ensure compliance with regulations.
• Tax Services: We offer comprehensive tax services tailored to the needs of both individuals and businesses:
• Individual Tax Preparation: We prepare accurate and timely individual tax returns, maximizing deductions and credits to minimize your tax liability.
• Tax Preparation for Businesses: We provide expert assistance with preparing business tax returns, ensuring compliance and minimizing tax burdens.
• Tax Planning: We help individuals and businesses develop proactive tax planning strategies to optimize their financial position and minimize tax liabilities.
• Estate & Trust Tax Services: We specialize in estate and trust tax planning and compliance, ensuring the efficient transfer of assets and minimizing estate taxes.

• Tax Relief: We offer representation for taxpayers facing IRS issues, such as audits, levies, or collections, working tirelessly to resolve these matters in a timely and favorable manner.
• IRS Audit Representation: We represent taxpayers during IRS audits, advocating for their interests and ensuring their rights are protected.
• Back Taxes Owed: We assist taxpayers with back tax liabilities, exploring options for resolution and minimizing penalties and interest.
• Payroll Tax Problems: We provide guidance and solutions for resolving payroll tax issues, ensuring compliance and minimizing penalties.
• Offer In Compromise: We help taxpayers explore the possibility of an Offer in Compromise (OIC) with the IRS to resolve tax liabilities for less than the full amount owed.
• IRS Payment Plan Services: We assist taxpayers in setting up manageable payment plans with the IRS to address tax debts.

QuickBooks Services

We are experienced QuickBooks experts, ready to assist you with:

• QuickBooks Setup: We configure QuickBooks to meet your specific business needs, ensuring accuracy and efficiency from the start.
• QuickBooks Training: We provide comprehensive QuickBooks training to equip you with the skills and knowledge to confidently manage your business finances.
• QuickBooks Answers to Your Questions: We are here to provide ongoing support and answer any questions you may have about using QuickBooks.