The Sum Prep

The Sum Prep offers tax preparation and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants provide hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible. **THIS IS NOT A CPA FIRM**