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Summit Financial specializes in commissions reconciliations and research.

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Services for Corporate Clients

  • Computerized accounting system analysis & integration
  • Accounts Payable
  • Accounts Receivable & Collections
  • Invoicing & Statement Production
  • Reconciliation of bank accounts, investment accounts and credit cards
  • Payroll Administration
  • Federal and State Payroll Tax & Unemployment Tax Returns and payments
  • Sales Tax Returns
  • Intangible Tax Returns
  • Financial Reports
  • Budgeting, forecasting & cash projections
  • Tax Return Preparation (Personal and Business Returns)
  • Commissions Tracking & Reporting for Insurance Agencies
  • Business Incorporation Services
  • 501c3 Applications for Non-Profit Setup

 

Services for Individuals

  • Annual Tax Filings
  • Financial Planning & Budgeting
  • Organize income and expenses
  • Bill Paying Services
  • Deposit Services
  • Transition from paper to electronic solutions
  • Reconciliation of bank accounts, investment accounts and credit cards
  • Tax withholding projections & deposits for self-employed
  • Financial Reports
  • Organization & record retention for year-end tax processing