For Businesses & Individuals

We apply the same analytical rigor used in forensic accounting to everyday financial decisions.
We help business owners, professionals, and individuals gain control of their finances, stay compliant, and make informed choices that stand up to scrutiny.

Our approach combines technical expertise with clear communication and proactive strategy. Whether you are managing a growing business or navigating complex personal finances, you can rely on Summit Forensics CPA for independent, accurate, and strategic guidance.

Our Services

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  • Whether you are self-employed, managing rental properties, or running a business, we help you reduce liabilities, stay compliant, and plan with confidence.

    Services include:

    • Individual and Business Tax Preparation

    • Quarterly Planning and Estimated Taxes

    • Entity Structuring (LLC, S-Corp, Sole Proprietor)

    • Audit and IRS Representation

    • Strategic Tax Planning for High-Income Earners

  • We help business owners interpret their financial data, identify inefficiencies, and make informed decisions rooted in reliable analysis.

    Services Include:

    • Financial Statement Review and Analysis

    • Cash Flow and Profitability Assessments

    • Budgeting and Forecasting

    • Internal Controls Review

    • QuickBooks Setup and Oversight

  • With a background in federal investigations and litigation support, we bring investigative accuracy to every engagement. Whether evaluating discrepancies or ensuring full transparency, our work gives clients the confidence that their financial picture is complete and correct.

    Services include:

    • Fraud Risk Reviews and Controls

    • Income Verification for Legal or Financial Purposes

    • Asset Tracing for Divorce or Partnership Dissolution

    • Lifestyle Analysis and Net Worth Statements

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