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November 26, 2020

Compliance

Summit Strategies Chartered Professional Accountants offers a full slate of professional services including tax preparation and financial reporting for both personal and corporate clients.

Strategy

In addition to compliance services we pride ourselves in taking a strategic approach focusing on each individual client's needs. We take the time to look at your bigger picture issues and focus on overall planning rather than just preparing tax returns.

About Us

Summit Strategies is a mid-sized firm that has the capacity to deliver services that are focused on your specific needs. We are a diverse group of professionals with experience in a wide range of industries.

We can help you every step of the way, right from business start-up to retirement. We offer a team of professionals that will work together to advise and execute in nearly all areas of your financial affairs. Imagine the efficiency of having all your current advisors working together. Even if you are happy with your current accountant, investment advisor, insurance provider or lawyer we can help you to better manage your affairs by providing "integrated planning" for them to act on.

Would you like to increase the value of your business?

We can help.

Take the 13-minute survey and get your Value Builder Score

Complete the questionnaire and instantly get your Value Builder Score out of 100. Companies with a score of 80 + typically get offers that are 71% higher than average scoring businesses.

Are you a business owner ready  to make an exit from your business?

We can help.

You’ve Built An Amazing Business… Now What?

As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.

Are you personally ready for what should be the happiest day of your life?