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

 

smart home voice assistant executing automation

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)
smart home door lock automation

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
smart home thermostat automation

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

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Working with Andrew has honestly changed how I look at both my business and my money. These decisions always felt stressful and confusing for me, and I was constantly worried about getting things wrong. Andrew helped me budget my money and changed how I think about spending, showing me how important it is to save and start building towards retirement, especially knowing we have a limited amount of time in this business. Andrew also handled getting my LLC elected as an S-Corp so I could get myself on payroll, along with all the state filings that used to take up so much of my time and energy. Now I have so much time for focusing on creating and not having to worry about missing a deadline or doing something incorrectly.

Madelynn May
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Honestly, Andrew has streamlined my entire life. I’m not even sure how I was managing before working with him. Since we started, everything has become so much easier. I actually think before I spend now, and he helped me raise my credit score- in less than a year! What really blew me away was the level of support his team provides. They flew to my old place in Georgia while I was at work, packed up all my belongings, and shipped everything to my new house. I didn’t have to do a single thing. And this month, they helped me purchase a car out of state, handled the inspection, and had it delivered right to my door like a luxury service. Andrew genuinely cares about my success, and it shows in everything he does. Truly, everyone deserves to have someone like Andrew in their corner. I wouldn’t know what to do without him!

Zoey Uso
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Summit Advisors Group is honestly the best. Andrew (the owner) is amazing and helps me with literally everything. He does my taxes, made me a super easy budget so I can understand my spending, and even helped move my business from an LLC to an S-Corp and set up payroll, which I had no idea how to do. I’ve actually made more money this year than ever before(thank you Andrew for keeping me focused and on track), and he made me get a retirement account, so now I have more saved than I’ve ever had in my life. I’m honestly shocked the difference my life has changed over the last 12 months. He also helps with random stuff too, like he built my computer and even found someone to help me move my couch into my house. Like… who does that?? Andrew seriously goes above and beyond. If you need someone who actually cares and won’t make you feel dumb for not knowing everything, Summit Advisors Group is totally the way to go.

J0ivy

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