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Summit Financial
Clean accounting firm site on two pages with a services page with prices, a short history and reviews.
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Ithaca, NY
Taxes and books, handled
Accounting for individuals and small businesses in Ithaca, with fixed fees and a named accountant.
Less tax stress, more clarity
Bookkeeping, payroll and tax returns done accurately and on time.
Returns filed early, with no last minute rush.
The short version
Accurate and on time
Returns filed early, with no last minute rush.
Fixed monthly fees
Know exactly what you will pay each month.
Real people
A named accountant who answers your questions.
Secure portal
Upload documents and sign returns safely online.
Our story so far
2010
The first day
Summit Financial opened in Collegetown with a small team and a short list of things we do well.
2018
Room to grow
Moved to Aurora St and added more of what people kept asking for.
2026
Still local
Same owners, same standards, and a team that lives in Ithaca.
What people say
“Resolved an IRS letter that had kept me up at night.”
Rosa Moreno
Referred by a friend
Rated 5 out of 5
“Monthly fee means no surprise bills. Love it.”
Owen Kowalski
Founder, local shop
Rated 5 out of 5
“Our books are finally clean and I understand my numbers.”
Claire Bianchi
Client since 2015
Rated 5 out of 5
Questions people ask
When should I send my documents?
As early as you can. We send a checklist in January.
Do you work with QuickBooks?
Yes, and Xero.
Can you help with back taxes?
Yes, we resolve prior years and IRS notices.
Do you work remotely?
Yes, through our secure portal.
How do fees work?
Fixed fees, agreed before we start.
Get your finances in order
Book a free call to talk about your taxes or your books.
Live preview: links and menus work. Every word, photo and color can be changed after you start.
What is included
- 2 pages
- Home, Services
- Fonts and colors
- Geist for headings, Geist for textprimary #6d28d9secondary #3b0764accent #ede9febackground #ffffffsurface #f6f5fatext #17141fmuted #554f62
- Good for
- accountant, cpa, tax preparation, bookkeeping, payroll, minimal, ithaca
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