Our Services

At Summit, our professional objectives are to provide the highest level of client service on a timely basis.  We extend our relationships to include ongoing contact in order to maintain open lines of communication and ensure our clients’ goals are met.

In order to provide this level of service, we must thoroughly understand the complexities of the industry and our clients.  Not only are we interested in assisting our clients in their main areas of need, we want to establish a long-standing relationship which benefits the client in every way possible.

Our pricing structure is the most competitive in the industry.  Send us a quick email about your company and what you are looking for and we will provide a quote estimate immediately.

Proud members of the AICPA and PCAOB.

Types of Services Offered

Fund Formation

We partner with the industry’s best service providers that can guide you through the fund formation process to start your fund immediately.

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Our audit process is completely streamlined so you can focus on your partners and investors as well as the true operations of your Fund.

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It’s a necessity and we know the process.  Experts using the most sophisticated software will prepare all your required tax forms.

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Formation, Internal controls, Risk Analysis, Accounting and Administration, Service Provider selection.  Areas that need a great attention to detail if you want to survive.

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