Business Details
12 Years
experience
Trusted Tax & Business Advisory Services in Louisville, KY
Founded in 2014, Summit CPA is a boutique tax advisory firm built on decades of public accounting, consulting, and industry experience. Our mission centers on delivering sophisticated, personalized services that transcend traditional tax preparation, focusing on strategic tax planning and business advisory solutions. We prioritize understanding each client's unique financial goals, leveraging our expertise to create innovative strategies that align with their aspirations. Our team is dedicated to fostering collaborative relationships, working alongside clients and their other advisors to build comprehensive financial plans. We embrace a client-centric culture that values quality, encourages interaction, and maintains a proactive approach to minimizing taxes while maximizing long-term financial success. With specialized knowledge in high-net-worth individual taxation, partnership structures, and complex business transactions, we serve a diverse clientele including family offices, private equity funds, and charitable trusts.Our commitment extends beyond technical proficiency to cultivating trust, ensuring every client receives tailored attention and actionable insights. By maintaining a cross-disciplinary advisory approach, we help clients navigate intricate tax landscapes and achieve sustainable financial legacies. Our firm's name symbolizes the pursuit of financial peaks, reflecting our dedication to guiding clients through challenges and complexities toward their personal definitions of financial success. Whether clients are beginning their journey or maintaining their position at the summit, we provide the expertise and support necessary to thrive.
Services
Tax Planning & Compliance
Business Advisory Services
Wealth Transfer Planning
Entity Structuring
Tax Audit Resolution
Multi-state Tax Matters
Details
- Year established: 2014
Highlights and features
- We specialize in complex tax planning for high-net-worth individuals and investment entities
- Our team has decades of experience in public accounting and industry consulting
- We provide customized solutions beyond standard tax preparation services
- We employ a cross-disciplinary advisory approach with strategic partnership networks
- We focus on long-term financial legacy building through proactive tax minimization strategies
Services
Tax Planning & Compliance
Comprehensive tax planning and compliance services for high-net-worth individuals and complex entities. Our expertise includes partnership taxation, wealth transfer strategies, and multi-state tax compliance. We focus on minimizing tax liabilities while ensuring regulatory adherence through proactive planning and precise return preparation for diverse client needs.
Business Advisory Services
Strategic advisory services covering entity structuring, business succession planning, and transaction support. We help businesses navigate complex financial decisions with customized solutions for mergers, acquisitions, and executive compensation planning while maintaining tax efficiency across various organizational structures.
Wealth Transfer Planning
Specialized planning services for transferring wealth across generations with tax optimization. Our approach combines estate tax strategies, trust structuring, and charitable giving techniques to preserve family wealth while aligning with clients' long-term financial objectives and legacy goals.
Tax Audit Resolution
Professional representation and resolution services for tax audits and examinations. We work with clients to address IRS inquiries, defend tax positions, and negotiate settlements while maintaining compliance standards for both individual and business taxpayers.
Entity Structuring
Advisory services for selecting and implementing optimal business structures. We guide clients through entity selection, formation, and restructuring decisions considering tax implications, liability protection, and operational requirements for partnerships, corporations, and limited liability entities.
People
William A. Eversole
CEO/Founder
William Eversole founded Summit CPA with decades of accounting experience, combining entrepreneurial vision with technical expertise to create a client-focused advisory firm specializing in complex tax solutions.
Lisa W. McNair
Managing Member/Founder
Lisa McNair co-founded Summit CPA, bringing extensive public accounting experience and leadership in delivering sophisticated tax advisory services tailored to high-net-worth individuals and complex business entities.
Christopher C. Goben
Principal/Founder
Christopher Goben contributes specialized tax expertise as a founding principal, focusing on strategic planning solutions for investment partnerships and business entities through comprehensive advisory services.
Megan Williams
Chief Operating Officer
Megan Williams oversees operational strategy at Summit CPA, ensuring efficient delivery of services while maintaining the firm's commitment to personalized client support and quality advisory solutions.
Eric Shadowens
Business and Tax Consultant
Eric Shadowens provides specialized consulting services, combining technical tax knowledge with business advisory expertise to help clients navigate complex financial decisions and regulatory requirements.
Questions
What services does Summit CPA specialize in?
We specialize in strategic tax planning, compliance services, and business advisory solutions for high-net-worth individuals, investment partnerships, and complex business entities.
When was Summit CPA founded?
Our firm was founded in January 2014 by experienced accounting professionals seeking to create a client-centric advisory firm.
What makes Summit CPA different from other accounting firms?
We focus on personalized service, complex tax strategies, and collaborative advisory approaches rather than standard compliance services.
Do you work with out-of-state clients?
Yes, we handle multi-state tax matters and serve clients across various jurisdictions through our comprehensive tax planning services.
