01 / TAX
Tax Preparation
Individual and eligible business tax return preparation, document organization, and guidance on filing requirements and next steps.
Individuals & businessesYOUR GOALS. OUR PRIORITY.
Clarity for your finances.
Confidence for your next step.
Professional tax preparation, bookkeeping and small-business support—delivered with care, clear communication and service in the language you prefer.
English, Portuguese & SpanishPersonalized supportIndividuals & small businesses
SERVICES BUILT AROUND YOU
Practical support. More peace of mind.
Choose the help you need today, with room to grow as your personal or business needs evolve.
02 / BOOKKEEPING
Bookkeeping & Catch-Up
Transaction categorization, account reconciliation, historical catch-up, and organized records to help you understand your numbers.
Monthly or catch-up projects03 / BUSINESS
Business Formation Support
Administrative guidance for LLC formation steps, EIN applications, registrations, and keeping essential business documents organized.
For new business owners04 / NOTARY
Notary Public
Notarial services for eligible documents, subject to Connecticut requirements, identity verification, and appointment availability.
By appointment05 / IRS SUPPORT
Tax Notices & IRS Support
Help organizing tax notices, understanding the issue, collecting relevant records, and preparing questions or next steps.
Clearer next steps06 / SMALL BUSINESS
Small Business Administration
Practical assistance with routine paperwork, record organization, bookkeeping workflows, and administrative tasks.
Ongoing supportTHE SUMMIT APPROACH
Professional service. Clear communication. A plan you can follow.
Important financial and business tasks should feel manageable. We focus on organization, responsiveness and helping you understand what comes next.
✓Personalized attention—not one-size-fits-all service
✓Clear explanations and organized documentation
✓Convenient communication in three languages
WHY WORK WITH SUMMIT
A reliable partner for your next step.
Whether you are filing a return, catching up on books or building a business, Summit helps you move forward with more clarity and confidence.
✓
Multilingual serviceEnglish, Portuguese and Spanish.
✓
Organized processKnow what information is needed and what comes next.
✓
Individual attentionSupport shaped around your situation and goals.
✓
Secure workflowUse secure client tools for sensitive documents when available.
SIMPLE FROM THE START
A straightforward process
A few clear steps to help us understand your needs and plan the right next move.
01
Tell us what you need
Choose one or more services and share a short description.
02
We review your request
We follow up to clarify your needs and the documents involved.
03
Agree on next steps
We discuss the service scope, timing and applicable fee before starting.
04
Stay organized
Use the agreed communication and document-sharing process to keep things moving.
QUICK ACCESS
Client & team tools
Access the services and systems connected to your Summit relationship. Secure access depends on your account and permissions.
▣
TaxDome Client Portal
For secure document exchange, signatures, messages and client tasks. The Summit portal link will be added once confirmed.
Portal link coming soonPending: Summit's verified portal URL▦
QuickBooks Online
Open QuickBooks Online. Client access requires the correct invitation and account permissions.
Open QuickBooks ↗$
Pay Summit Online
A verified QuickBooks Payments link will be added when Summit's payment setup is ready.
Payment link coming soonPending: verified QuickBooks payment linkSecurity reminder: do not submit Social Security numbers, tax returns, passwords or sensitive financial documents through this public website or WhatsApp. Use the secure client portal when it is available.
LET'S GET STARTED
Tell us how we can help.
Share a few details and select all the services you are interested in. We will use your request to understand the next step.
Please do not include confidential tax or financial information in this form. It opens an email draft and does not transmit documents securely.