Business Details
8 Years
experience
Your Trusted Tax Advisors in Aliso Viejo
At Summit Tax & Accounting Advisors, we specialize in implementing financial and tax strategies designed to immediately save clients tens of thousands of dollars. Our team operates nationwide, serving clients across all 50 states with expertise in bookkeeping, tax planning, and business financial management. With nearly two decades of combined experience in finance and tax industries, we provide tailored solutions for small businesses including sole proprietorships, corporations, and LLCs. Our services span monthly, quarterly, and annual financial planning, with a focus on maximizing write-offs and optimizing business profitability. We serve diverse industries such as law, restaurant, construction, real estate, and manufacturing while maintaining strong ethical standards and client advocacy.Our team includes an Enrolled Agent - the highest credential awarded by the IRS for tax preparation and representation - ensuring expert-level service. We emphasize one-on-one coaching to achieve stress-free work-life balance for business owners while maintaining active community involvement through organizations like the Aliso Viejo Chamber of Commerce. Our approach combines technical expertise with personalized service to help clients run profitable businesses through strategic financial planning.
Services
Bookkeeping
Taxes
Financial Strategies
Business Coaching
Tax Representation
Details
- Year established: 2018
Highlights and features
- We offer 20 years of combined experience in finance and tax industries
- Our team includes an IRS-credentialed Enrolled Agent
- We serve businesses in all 50 states with customized solutions
- Specialized expertise in law, restaurant, construction, and manufacturing industries
- We provide one-on-one coaching for business financial optimization
Associations and certifications
- Enrolled Agent
Services
Bookkeeping
Our bookkeeping services ensure accurate financial tracking and reporting for small businesses. We help maximize write-offs while maintaining compliance with tax regulations. Our system supports monthly, quarterly, and annual financial planning needs for businesses across various industries.
Taxes
We implement strategic tax solutions that save clients tens of thousands of dollars annually. Our services cover sole proprietorships, corporations, and LLCs with expert preparation and IRS representation. We focus on immediate tax savings while ensuring long-term compliance.
Financial Strategies
Our customized financial strategies help business owners optimize profitability and achieve work-life balance. We provide one-on-one coaching to develop sustainable financial practices that support business growth and personal financial goals.
Business Coaching
We offer personalized business coaching to help owners implement effective financial systems. Our approach combines tax expertise with operational guidance to maximize business efficiency and profitability through strategic planning.
Tax Representation
As Enrolled Agents, we provide expert tax representation before the IRS. Our services include audit support, tax dispute resolution, and compliance guidance to protect business interests while ensuring proper tax treatment.
People
Rene Carlos
Enrolled Agent
With nearly 20 years in finance and tax industries, Rene holds a Business Administration degree from California State University, Fullerton. He serves as an IRS-credentialed Enrolled Agent and actively contributes to the Aliso Viejo Chamber of Commerce.
Julia Carlos
Co-Founder
Julia graduated from California State University, Fullerton with a Business Administration degree in Legal Studies Management. She co-founded Summit Tax & Accounting Advisors with Rene, combining their complementary skills to serve business owners effectively.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, financial strategies, and business coaching services tailored to small businesses across all 50 states.
How can you help my business save on taxes?
Our expert tax strategies maximize write-offs and optimize financial structures to save clients tens of thousands of dollars annually.
What industries do you specialize in?
We serve law firms, restaurants, construction companies, real estate businesses, and manufacturing operations with customized financial solutions.
How do I start working with your firm?
Book a discovery call through our website to discuss your specific needs and develop a tailored financial strategy for your business.
Are you qualified to represent taxpayers before the IRS?
Yes, our team includes an Enrolled Agent - the highest credential awarded by the IRS for tax preparation and representation.
