Business Details
49 Years
experience
Your Trusted Accounting Partner in Lexington, KY
Summers McCrary and Sparks is a locally rooted accounting firm dedicated to delivering exceptional service through professionalism, responsiveness, and quality. With decades of combined experience, our team of certified professionals specializes in individual, small business, governmental, and nonprofit accounting and taxation. We prioritize client needs by offering tailored financial planning, tax strategies, and advisory services, ensuring clients achieve long-term financial independence. Our expertise extends to QuickBooks setup and training, audit representation, and compliance solutions, supported by certifications from the American Institute of Certified Public Accountants and the Accountant Finder Network.By integrating tax planning with estate and retirement strategies, we help clients navigate complex financial landscapes with confidence. Our commitment to ethical standards and continuous education ensures clients receive accurate, up-to-date guidance. As a trusted advisor, we focus on minimizing tax liabilities, improving business profitability, and providing peace of mind through comprehensive financial management. Our teams deep local market knowledge and personalized approach distinguish us as a leader in the Lexington, KY community.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Audit Representation
Estate Planning
Payroll Services
IRS Audit Support
Business Accounting
Nonprofit Tax Services
Retirement Planning
Details
- Year established: 1977
Highlights and features
- We offer decades of combined experience in individual and business tax planning.
- Our team includes CPA-certified professionals with specialized expertise in QuickBooks solutions.
- We provide personalized audit representation and compliance strategies tailored to client needs.
- Our local market knowledge ensures targeted financial advice for Lexington-area businesses.
- We maintain rigorous ethical standards and continuous professional development through AICPA membership.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
We prepare and file individual and business tax returns, ensuring compliance with federal, state, and local regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive strategic advice for future tax years.
Financial Planning
Our planners develop customized strategies for retirement, estate preservation, and tax-efficient wealth transfer. We analyze investment risks, budgeting, and income distribution plans to help clients achieve financial independence through personalized guidance.
QuickBooks Setup
We configure QuickBooks systems tailored to business needs, including chart of accounts, payroll integration, and inventory tracking. Training and ongoing support ensure accurate financial management for small to mid-sized enterprises using desktop or online platforms.
IRS Audit Representation
Our CPAs handle all IRS audit communications, from document preparation to negotiations. We defend client interests during examinations, appeal unfavorable decisions, and resolve back-tax liabilities through payment plans or compromise offers.
Business Accounting
We offer bookkeeping, financial statement preparation, cash flow analysis, and internal control systems for businesses. Services include budget forecasting, profit optimization, and compliance with tax obligations for corporations and nonprofits.
People
Ryan R. Laski
Managing Partner
CPA with 20+ years of experience in tax and accounting, specializing in individual and business compliance. University of Kentucky graduate focused on taxation, leading the firm since 2014.
Thomas S. Sparks
Audit Partner
Audit expert since 1989, specializing in governmental accounting. Served on Kentucky CPA ethics committees with extensive nonprofit and public sector audit experience.
Emily N. Jackson
Partner
CPA since 2018, focusing on business tax strategies and nonprofit compliance. Specializes in entity selection and multi-generational wealth planning for high-net-worth clients.
Justin B. Nichols
Partner
Master of Science in Accounting with expertise in corporate tax planning and mergers & acquisitions. Provides strategic financial guidance to manufacturing and real estate clients.
Stuart K. McCrary
Senior Tax Manager
40+ years of tax advisory experience, specializing in estate planning and complex individual returns. Served on Kentucky CPA ethics committees since 1977.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, financial reporting, and CFO services tailored to small businesses.
Do you specialize in any industries?
Yes, we serve construction firms, healthcare providers, law firms, manufacturers, and real estate professionals.
Can you help with IRS audit representation?
Our CPAs offer full audit support, including correspondence, negotiations, and appeals for tax disputes.
What QuickBooks services are available?
We offer software setup, training, troubleshooting, and integration with your accounting processes.
Do you provide personal financial planning?
Yes, we assist with retirement strategies, estate planning, tax-efficient investing, and wealth preservation.
Are you available for year-round tax advice?
Our team provides ongoing tax planning services to help clients optimize deductions and compliance.
