Elevation Tax & Accountants

Our Vision

Summit West CPA Group P.C. exists to empower individuals and businesses in the complexities of today's financial landscape. We are dedicated to fostering financial success through personalized guidance and insightful solutions that are tailored to each client's unique needs.

Our Team

Our seasoned professionals bring extensive expertise across diverse fields, allowing us to tackle a wide range of financial challenges with confidence. Led by seasoned certified public accountants (CPAs), we are committed to upholding the highest ethical standards and delivering exceptional client experiences.

For Individuals

• Personal Financial Planning: Develop a roadmap for financial security through budgeting, investment strategies, and retirement planning.
• Estate Planning: Designate your financial future by crafting comprehensive estate documents and succession plans.
• Elder Care Planning: Ensure the well-being of aging loved ones with tailored plans for in-home care and financial security.

For Businesses

• Small Business Accounting: Streamline your finances through accurate bookkeeping and financial statements.
• QuickBooks Services: Leverage the power of QuickBooks for efficient accounting and inventory management.
• Business Valuation & Strategy: Make data-driven decisions with comprehensive financial assessments and business planning support.

Our Approach

We believe in building strong relationships with our clients through open communication, active listening, and personalized guidance. We take the time to understand your unique needs and goals to tailor our services effectively.

What Sets Us Apart

• Accessibility & Affordability: We prioritize clear communication and transparent billing, ensuring accessibility for all.
• Client-Focused Solutions: Our priority is to empower clients with knowledge and resources to navigate their financial journeys with confidence.
• Results-Oriented: We are driven to deliver measurable outcomes and tangible benefits to our clients.

Our Commitment

At Summit West CPA Group P.C., we are committed to providing exceptional client experiences and exceeding expectations. We genuinely care about our clients' financial success and are dedicated to guiding them towards a secure and fulfilling future.