Business Details
Expert Tax and Accounting Services for Individuals and Businesses
Summerville & Associates is a dedicated accounting and tax service firm with a strong commitment to helping individuals and businesses nationwide. Our team of Enrolled Agents, recognized as the highest tax credential awarded by the IRS, provides expert guidance across all 50 U.S. states. We specialize in bookkeeping, payroll, personal and business tax planning, and accounting solutions tailored to clients in diverse financial situations. With offices in the San Francisco Bay Area and New Jersey, we leverage remote access technology to deliver efficient, personalized services year-round. Our focus on maximizing tax savings, minimizing liabilities, and simplifying financial processes has earned the trust of thousands of clients. By staying current with evolving tax laws and employing proven methodologies, we ensure accurate compliance and actionable advice.Our approach emphasizes personalized attention, transparency, and empowering clients to make informed financial decisions. Whether you are a small business owner, a growing family, or an individual navigating life transitions, we provide the expertise to secure your financial future. Our dedication to excellence is reflected in our clients' testimonials, which highlight our professionalism, responsiveness, and ability to deliver exceptional results. For over a decade, we have been your virtual accountants, resolving issues faster through tested online resources while maintaining the personal touch that sets us apart.
Services
Bookkeeping
Payroll
Tax Services
Accounting
Insurance Services
Highlights and features
- We are licensed Enrolled Agents in all 50 states with proven expertise in tax law.
- Our team offers personalized solutions for startups and established businesses alike.
- We simplify complex financial processes with remote, year-round accessibility.
- We guarantee accurate tax preparation and compliance with federal and state regulations.
- Our clients highlight our responsiveness, professionalism, and exceptional results.
Associations and certifications
- Enrolled Agent (IRS)
What people say
Professional tax service
Go above and beyond
Knowledgeable and helpful
Licensed in every state
Saved me money
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of your business transactions, from daily entries to financial statements. We offer tailored solutions for small businesses and startups, including AP/AR tracking, payroll support, and year-round organization. Our methods streamline compliance and reduce errors, giving you confidence in your financial decisions.
Payroll
Summerville & Associates simplifies payroll processing with automated systems that handle tax filings, employee payments, and regulatory compliance. Our experts ensure adherence to state and federal laws while offering HR support for benefits and claims. This service saves time and minimizes risks for business owners.
Tax Services
As Enrolled Agents, we specialize in federal and state tax preparation, audits, and strategic planning. Our services identify deductions, credits, and savings opportunities tailored to your situation. We cater to individuals, businesses, and expatriates, ensuring compliance while optimizing refunds.
Accounting
Our accounting solutions include monthly reconciliations, financial statement preparation, and business continuity planning. We provide analysis to improve cash flow, reduce liabilities, and support informed decision-making. Services adapt to businesses of all sizes, from startups to established entities.
Insurance Services
We help clients secure insurance coverage to protect against unforeseen financial risks. Our guidance focuses on aligning policies with personal or business needs, ensuring adequate protection while maintaining cost-effectiveness. This service complements our broader financial planning offerings.
Questions
What services does Summerville & Associates offer?
We provide bookkeeping, payroll, tax preparation, accounting, and insurance services for individuals and businesses nationwide.
Are you licensed in all 50 states?
Yes. Our Enrolled Agents are federally authorized to represent clients in all 50 U.S. states before the IRS.
Can you assist with expatriate tax needs?
Yes. We serve expatriates and U.S. citizens living abroad, ensuring compliance with domestic and international tax laws.
How do you handle payroll compliance?
We automate payroll processing, file tax returns, and ensure adherence to federal and state regulations, minimizing legal risks for businesses.
What sets you apart from other tax firms?
Our combination of Enrolled Agent expertise, remote accessibility, and personalized service ensures accurate, client-focused solutions.
