Summit Accounting Services

Ben DeFoor

Mar 8, 2024on

Tony took over the business 2 or 3 years ago and I would highly recommend him!

Bob Arthur, Sr

Aug 27, 2018on

We have used Summit Accounting for years. Roland is without question one of the finest men I have met. His professionalism and honesty are halmark attributes he has earned through dedicated service. I would recommend Summit Accounting and have to friends and family.

R G

Jul 31, 2018on

Summit CPA is a GREAT firm and they are very professional and accurate. Don't expect them to "bend" the law -- Your taxes will be done accurately and with expert attention. They have been practicing for decades FOR A REASON.

Jen L (Jen)

Jun 24, 2017on

If I could give a rating of NO stars I would! Used this company for completing 2 years of federal tax returns based upon the recommendation of another CPA. Roland although seemed friendly and knowledgeable when I met him was in truth a complete jerk. He talked down to me...acted as though I was stupid. His attitude grew worse each year...extremely condescending. I played a ridiculous amount of taxes the first year I used him. "You had very unusual circumstances this year." (I took $ out of an optional retirement fund...AND paid 20% in taxes on the taxable amount before receiving the $.) When I questioned further, he became quite huffy, "Well! You didn't pay taxes on your Social Security!" I had never paid taxes on SS b/c I had enough in taxes taken out of another income to cover the income. "You missed being able to take a medical deductible by $100." AND WHAT WAS EVEN WORSE, HE CHARGED ME WELL OVER DOUBLE WHAT HE SAID HIS FEE WOULD BE!" The next year, although I paid quarterly estimated taxes that he calculated and ASSURED me would be sufficient, I owed the IRS almost $3,000 in April and had to pay a penalty, and then an estimated payment in June. I also had damage to my home in excess of $15,000 in 2015 due to a main line water break. He only counted a portion of the cost insisting part of it was a home improvement even though I said it had to be done because water continued to come into my basement. He disagreed. " Well, we could deduct everything!" He spoke in a snide tone, and he was not referring to just the home repair.." AND gave me a condescending glare. He keep stating, "You're in the 25% tax bracket". Well I knew that, but I also know you don't pay 25% on your entire income. I had with holding done on a portion of my income, and part it, I had already paid not taxable income! I questioned him repeatedly regarding the next year's estimated quarterly tax payments at our April mtg and STRESSED my income had increased. I even asked if i needed to increase my with holding on another income. He assured me I did not, and said his calculated estimated quarterly tax payments were sufficent. I worried and worried the payments were insufficent, I called the office in late September. The office staff refused to let me talk with him. " Oh, he said to just pay another $3000.00...in addition to his calculated 3rd & 4th estimated quarterly tax payments. And once again, he charged well over his quoted charge for my tax preparation. DO NOT USE THIS COMPANY UUNLESS YOURE PREPARED TO BE LIED TO , AND BE STUCK WITH BIG UNEXPECTED PAYMENTS TO THE US TREASURY BECAUSE HE FAILED TO DO HIS WORK CORRECTLY.

Natalie Saunders

Apr 5, 2017on

Our family has used them for years and loves the work they do! I'm reviewing this mainly because the previous review given was not at all my experience. They are very helpful and patient!

momof2

Mar 28, 2017on

I want to give a blew zero star for this company but it won't let me. The owner is very demeaning and very rude to people. I wouldn't send anyone to them!!