Business Details
Emergency
services
Trusted Tax and Accounting Services in San Francisco, CA
Summerville & Associates is a licensed accounting and tax service firm operating across all 50 U.S. states, specializing in delivering comprehensive financial solutions for individuals and businesses. Our team of Enrolled Agents, recognized as the highest tax credential awarded by the IRS, leverages decades of combined experience to resolve complex tax issues, optimize deductions, and ensure compliance with federal and state regulations. We offer tailored services including bookkeeping, payroll management, business accounting, personal tax planning, and IRS problem resolution, utilizing secure online platforms to streamline processes and enhance client accessibility.Our commitment to continuous education ensures clients receive up-to-date strategies for reducing tax liabilities and maximizing financial opportunities. With offices in the San Francisco Bay Area and a virtual presence nationwide, we serve clients ranging from startups to established enterprises, prioritizing transparency, personalized support, and long-term financial health.
Services
Bookkeeping
Payroll
Accounting
Taxes
Insurance
Highlights and features
- We are licensed in all 50 states to handle complex tax issues.
- Our team consists of Enrolled Agents with IRS-recognized expertise.
- We offer cost-effective, personalized solutions for individuals and businesses.
- We provide year-round support for tax and accounting needs.
- Our proven methods ensure compliance and maximize deductions.
Associations and certifications
- Enrolled Agents
What people say
Great professional tax service
Knowledgeable and helpful
Licensed in every state
Saved me money
Exceeded expectations
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of daily transactions, AP/AR management, and financial reporting. Ideal for small businesses needing organized records to streamline tax preparation and decision-making. We use secure, automated systems to maintain real-time financial clarity.
Payroll
We handle payroll processing, tax filings, and compliance with federal/state regulations. Our service includes HR support for workers' compensation and unemployment claims, allowing businesses to focus on growth while ensuring employee payments are error-free and timely.
Tax Services
Specializing in personal and business tax preparation, we identify deductions and credits to minimize liabilities. Our Enrolled Agents resolve IRS audits, collections, and appeals, leveraging expertise in state-specific and cross-border tax issues for individuals and corporations.
Accounting
From business setup to financial analysis, our accounting services include budgeting, cash flow management, and advisory for startups or established entities. We provide insights to improve profitability and ensure compliance with evolving accounting standards.
Personal Financial Planning
We guide individuals through life stages, optimizing tax strategies for marriage, relocation, retirement, or unexpected events. Services include asset protection, estate planning, and creating financial statements to build long-term wealth and security.
Questions
What services does Summerville & Associates offer?
We provide bookkeeping, payroll, tax preparation, accounting, and IRS problem resolution for individuals and businesses nationwide.
Are you licensed in all 50 states?
Yes, our Enrolled Agents are federally authorized to represent clients before the IRS in all 50 states.
Can you help with emergency tax issues?
Yes, we offer urgent support for IRS audits, collections, and appeals, even outside regular business hours.
How do you handle payroll compliance?
We ensure adherence to federal and state regulations, including tax filings, wage reporting, and HR-related obligations.
Do you offer virtual consultations?
Yes, our services are available online, allowing remote access for bookkeeping, tax planning, and accounting needs.
