Trusted Since 1998

Precision Accounting for Growing Businesses

Tax preparation, bookkeeping, and financial advisory trusted by 3,000+ businesses since 1998. Clear numbers, confident decisions.

Schedule Your Free Consultation CPA-Certified Professionals

+23% Growth

99.8% Accuracy

Tax Preparation

Individual and business tax returns prepared with meticulous accuracy. We maximize deductions and ensure full compliance with federal and state regulations.

Bookkeeping

Accurate daily, monthly, and quarterly bookkeeping so your records are always audit-ready. From accounts payable to bank reconciliations.

Payroll Services

End-to-end payroll processing, tax filings, and compliance management. On-time payments, every time — no matter the size of your team.

Business Advisory

Strategic financial guidance for startups and growing companies. Cash flow forecasting, budgeting, and growth planning tailored to your goals.

Audit Defense

IRS audit representation and defense. We handle correspondence, prepare documentation, and represent you through every stage of the process.

Financial Planning

Long-term wealth management, retirement planning, and estate tax strategies. Build a secure financial future with expert guidance.

Our Story

Empowering Businesses Since 1998

Summit Ledger & Co was founded with a clear mission: to give every business — from solo freelancers to mid-market companies — the same caliber of financial clarity that Fortune 500 firms enjoy. What started as a small CPA practice has grown into a full-service accounting firm trusted by over 3,000 clients.

Our team of certified professionals combines deep expertise with modern technology to deliver accurate, timely, and actionable financial insights. We don't just crunch numbers — we help you understand what they mean for your business.

3K+

Clients Served

99.8%

Accuracy Rate

CPA

Certified Team

Est. 1998

Consultation

We start with a free discovery call to understand your business, goals, and current financial situation. No jargon, just clarity.

Review

Our team conducts a thorough review of your books, tax history, and financial processes to identify gaps and opportunities.

Strategy

We build a custom financial strategy — from tax optimization to cash flow management — tailored to your specific needs.

Ongoing Support

We stay by your side with monthly reporting, proactive tax planning, and responsive support whenever you need it.

$120K

Tax savings for a retail chain in first year

40%

Reduction in bookkeeping overhead for a SaaS startup

3 Days

Average turnaround for quarterly financial reports

100%

Audit success rate across all represented clients

$2.1M

Revenue recovered through forensic accounting review

15 Min

Average response time to client inquiries

What Our Clients Say

Summit Ledger transformed our financial operations. Their bookkeeping team caught discrepancies we'd missed for years and saved us over $80K in our first tax season together. They're not just accountants — they're strategic partners.

James Whitfield

Owner, Whitfield Hardware Co.

As a freelance consultant, taxes used to terrify me. Summit Ledger made the entire process painless. They set up my quarterly estimates, organized my deductions, and I actually got a refund for the first time in five years.

Priya Desai

Independent Marketing Consultant

When the IRS audited our restaurant group, Summit Ledger stepped in immediately. They prepared every document, represented us in every meeting, and resolved it cleanly with zero penalties. Absolute professionals.

Carlos Menéndez

Managing Partner, Sabor Restaurant Group

Frequently Asked Questions

Our initial consultation is a 30-minute discovery call where we review your current financial situation, discuss your goals, and recommend the best service package. There's no cost and no obligation.

Absolutely. We prepare individual returns (1040), business returns (1120, 1120S, 1065), and nonprofit filings (990). Whether you're a sole proprietor or a multi-entity LLC, we've got you covered.

Tools like QuickBooks are great for data entry, but they don't replace a trained accountant's eye. We reconcile, classify, and verify every transaction — then deliver monthly reports with actionable insights you won't get from software alone.

If you're our client, we handle it. Our audit defense team will review the notice, prepare all documentation, communicate with the IRS on your behalf, and represent you through the entire process at no additional charge for existing clients.

Yes. We serve US-based businesses with international operations and foreign nationals with US tax obligations. Our team is experienced with FBAR, FATCA, and multi-jurisdictional compliance.

Most clients are fully onboarded within 5–7 business days. We'll gather your documents, set up your accounts in our system, and assign a dedicated accountant who'll be your primary point of contact.