Summit Tax & Accounting Advisors

At Summit Tax & Accounting Advisors, our mission is to help individuals and businesses build wealth through expert financial guidance. With nearly 20 years of experience in the finance industry, our team is dedicated to providing personalized service, expert advice, and innovative solutions to help our clients achieve their financial goals.

Our Story

Meet Rene Carlos, the founder and lead Enrolled Agent at Summit Tax & Accounting Advisors. With a Bachelor's degree in Business Administration from California State University, Fullerton, and a concentration in Accounting, Rene has spent years refining his expertise in tax planning, bookkeeping, and accounting. His passion is helping individuals and businesses build wealth through smart financial decisions.

Our Services

At Summit Tax & Accounting Advisors, we offer a range of services designed to help our clients achieve financial success. From tax planning and preparation to bookkeeping, accounting, and financial planning, our team is dedicated to providing expert guidance and support every step of the way.

Tax Services

Our tax services include:

• Tax planning and preparation
• Audit defense and representation
• Tax planning for businesses, individuals, and families
• Tax return preparation for individuals and businesses
• Expert representation in audits and appeals

Bookkeeping Services

Our bookkeeping services include:

• Monthly, quarterly, or annual bookkeeping services
• Accounts payable and accounts receivable management
• Payroll processing and compliance
• Financial reporting and analysis
• Budgeting and forecasting

Accounting Services

Our accounting services include:

• Financial statement preparation and analysis
• Budgeting and forecasting
• Business valuation and consulting
• Financial planning and strategy development
• Small business consulting and coaching

Expertise

Our team has extensive experience in serving clients across various industries, including law, restaurant, construction, real estate, and manufacturing. We take the time to understand our clients' unique needs and goals, developing customized solutions tailored to their specific circumstances.

Community Involvement

At Summit Tax & Accounting Advisors, we believe in giving back to our community. Our founder, Rene Carlos, has served as the Treasurer of the Aliso Viejo Chamber of Commerce, demonstrating our commitment to community service and giving.