Summit Advisors Group
Explore our Packages
The Signature Filing
Elegant, streamlined compliance for individuals and businesses.
Includes:
- Comprehensive annual tax preparation & filing
- Audit-ready documentation and record review
- Secure digital document vault
- Tax optimization review to ensure all available deductions & credits are captured
- Access to a dedicated filing specialist during tax season
- End-of-year planning recommendations
- Estimated tax calculation (if applicable)
Premier Business Suite
Luxury compliance and operational support for established businesses.
Includes Everything in Signature Filing, plus:
- Monthly or quarterly bookkeeping & reconciliations
- Payroll administration (onboarding, processing, year-end W-2/1099 preparation)
- Quarterly tax filings and compliance reports
- Business performance dashboards & curated financial reports
- Sales tax filings (where applicable)
- Profit & cash-flow insights with advisory notes
- Priority support during business hours
- Dedicated account manager for operational coordination
Elite Concierge Experience
A true boutique “family-office” style service for entrepreneurs who want full financial stewardship.
Includes Everything in Premier Business Suite, plus:
- Retirement planning & optimization (SEP, Solo 401(k), Roth strategies, etc.)
- Credit optimization & credit-building plan
- Debt reduction planning & refinancing
- Personalized budgeting system + cash-flow tracking
- Savings optimization (tax-advantaged accounts, high-yield strategies)
- Financial forecasting & strategic planning sessions
- Access to a virtual assistant for admin & financial organization tasks
- Ongoing reminders, scheduling, and financial task management
+more
The Signature Filing
Elegant, streamlined compliance for individuals and businesses.
Includes:
- Comprehensive annual tax preparation & filing
- Audit-ready documentation and record review
- Secure digital document vault
- Tax optimization review to ensure all available deductions & credits are captured
- Access to a dedicated filing specialist during tax season
- End-of-year planning recommendations
- Estimated tax calculation (if applicable)
Premier Business Suite
Luxury compliance and operational support for established businesses.
Includes Everything in Signature Filing, plus:
- Monthly or quarterly bookkeeping & reconciliations
- Payroll administration (onboarding, processing, year-end W-2/1099 preparation)
- Quarterly tax filings and compliance reports
- Business performance dashboards & curated financial reports
- Sales tax filings (where applicable)
- Profit & cash-flow insights with advisory notes
- Priority support during business hours
- Dedicated account manager for operational coordination
Elite Concierge Experience
A true boutique “family-office” style service for entrepreneurs who want full financial stewardship.
Includes Everything in Premier Business Suite, plus:
- Retirement planning & optimization (SEP, Solo 401(k), Roth strategies, etc.)
- Credit optimization & credit-building plan
- Debt reduction planning & refinancing
- Personalized budgeting system + cash-flow tracking
- Savings optimization (tax-advantaged accounts, high-yield strategies)
- Financial forecasting & strategic planning sessions
- Access to a virtual assistant for admin & financial organization tasks
- Ongoing reminders, scheduling, and financial task management
+more
Testimonials
Expertise Solutions
Accounting
Streamline your financial operations and maximize your bottom line with our comprehensive accounting service. Let us handle the numbers, so you can focus on what you do best – growing your business. Learn More
Credit Building
Unlock the power of your credit potential with our tailored credit building service. Let us guide you towards a stronger financial foundation and brighter future. Learn More
Growth Strategies
Embark on a journey to financial prosperity with our wealth building service, custom-tailored to elevate your financial well-being. Let us guide you towards building lasting generational wealth. Learn More





