Summers, McNea & Co

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Description

The ability to gather a large amount of information, analysis this information and come to the correct conclusion. To be able to combine this with an excellent knowledge of income and estate taxes along with business sense and common sense is a great strength. Being able to communicate this to clients in a way they can understand and get the greatest amount of good from is an even greater strength. The ability to always be looking for ways to save the client money, or help them make more money, while working on their account is another strength.

Our team is dedicated to superior client service as we endeavor to continue to provide the highest quality professional service and guidance.

Our team of tax professionals has experience in a wide variety of industries. Whether your return is a partnership, corporation, S corporation or not for profit, our professionals have the skills and up to date training to prepare your business returns and provide advice on tax treatments.

Our client success process tools are a solution for businesses and individuals to obtain their long term plans and goals. We use a process of facilitation that develops your own written plan with clear and specific goals and objectives. We follow that up with a coaching process keeping you on track with your plan and revitalizing the plan as we go forward. We then can provide consulting services and solutions that help you meet your plans and goals. Along the way we also provide you with those core services that our firm has to offer to meet your regulatory and compliance objectives.

We are actively involved with our clients by continuously listening to their personal and business needs and wants and developing the best solutions for them. We continue to expand our services and expertise to provide our clients with the tools and information necessary to achieve their goals.

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