Summit Tax and Accounting was born out of a love for all things numbers. We are professionals who specialize in helping solopreneurs, small businesses, and non-profits with their accounting and tax needs.We offer our clients:♦ Tax planning for creating wealth and lowering your tax bill♦ Tax compliance to keep you in good graces with the IRS♦ Tax resolution for when things go askew, and you need help getting back on track♦ Tax audit representation so you can sleep at… Show more Summit Tax and Accounting was born out of a love for all things numbers. We are professionals who specialize in helping solopreneurs, small businesses, and non-profits with their accounting and tax needs.We offer our clients:♦ Tax planning for creating wealth and lowering your tax bill♦ Tax compliance to keep you in good graces with the IRS♦ Tax resolution for when things go askew, and you need help getting back on track♦ Tax audit representation so you can sleep at night without seeing Uncle Sam taking your house♦ Bookkeeping and accounting to dot your debits and cross your credits♦ Monthly CFO services to provide insight into your financials and how to leverage them to obtain your goalsWe aim to provide our customers with exceptional service, and we strive for perfection in all we do. Reach out to us today at gregory@summittax.com or www.book-summit.com, and let's discuss how we can assist you. Show less

-Prepared tax returns for multi-million dollar venture capital and private equity fund clients-Assisted in automatization and standardization efforts to reduce staff time spent on client work while still delivering an excellent product

-Preparation of personal IRS and state tax returns for a small group of clients-Full charge bookkeeping for a few small clients, including quarterly and yearly business returns

-Assisted in improving inefficiencies by creating dashboard which made key statistics readily available for management-Evaluated current reporting methods and, where necessary, updated report parameters or created new reporting

-Assisted with preparation of federal and state partnership tax returns and K-1s.

-Assisted in improving inefficiencies by creating dashboard which made key statistics readily available for management-Oversaw onboarding, training and ongoing business relationship with secondary offshore vendor in India-Evaluated current reporting methods and, where necessary, updated report parameters or created new reporting

-Improved and maintained various metrics relating to performance of the mailroom-Evaluated daily volume of mail and planned workflow for the department based on needs

-Responsible for accurately keying remote images displayed on screen with proper encoding rules to ensure final delivery of mail piece

-Established and implemented accounting procedures system for parent company and three separate product lines-Scheduled and coordinated tradeshows for company product lines, including all travel and hotel for staff members

-Processed final QC procedures and various projects for numerous clients, including companies largest-Assisted in creating and streamlining final QC automation processes to reduce errors in processing and to save time

-Audited companies for insurance purposes relating to Property & Casualty, General Liability and Worker's Compensation

-Analyzed and balanced daily system reports to bank activity-Researched and verified customer cardholder activity to ensure all charges and credits were properly posted via SQL queries

-Researched delinquent taxes on properties throughout the nation using a variety of online and phone systems-Streamlined departmental processes by creating read-only form templates in Word for department wide usage

-Assisted management in testing of new accounting software -Oversaw and assisted with daily operations of Accounts Payable throughout seven different branches