Keep more of
what you earn.
Most people meet their accountant once a year and hope for the best. Summit Ledger works your taxes all year — proactive planning, flat upfront pricing, and a real person who answers.
This is your actual tax return.
Here are the four lines that cost you $4,200.
Nobody ever shows a business owner their own return with the mistakes circled. So that’s the first thing we do — we pull the last three years and read them line by line, the way an auditor would, except we’re on your side of the table.
Your last preparer wasn’t dishonest. He was just doing your taxes in April instead of doing your taxes all year.
See what your number looks like →Illustrative return prepared for this demonstration website — not a real taxpayer’s filing. Actual deductions depend entirely on your entity, income, and facts; a home office and an S-corp election are not right for every business. Nothing here is tax advice.
See what proactive tax work could save you
Most new clients are leaving money on the table. Move the sliders and get a ballpark — then book a free review to find the real number.
Full-service, year-round — not a once-a-year form
Tax, books, payroll, and the strategy in between — one firm that actually knows your numbers.
Tax Prep & Planning
Returns done right and filed on time — plus proactive planning through the year so April is never a surprise.
Bookkeeping & Payroll
Clean, current books and painless payroll — so you always know where you stand and never scramble at tax time.
Advisory & Fractional CFO
Entity structure, cash-flow, and growth strategy from an advisor who treats your business like their own.
S-Corp Election
Right-size how you're taxed and stop overpaying self-employment tax.
IRS Resolution
Notices, audits, and back taxes handled — we deal with the IRS so you don't.
New Business Setup
Entity formation, EIN, and a clean books foundation from day one.
Quarterly Reviews
We check in every quarter — estimates, deductions, and course-corrections.
How we saved a Phoenix builder $17,000 in our first year
An S-corp election, the equipment and home-office deductions his last preparer skipped, and the QBI deduction he’d never taken — caught in one year of actually looking.
— in year one
The accountant complaints everyone has — fixed
Ask any business owner about their last CPA and you’ll hear the same three things. Here’s what real people say — and what we do differently.
While you run the business,
we make sure nothing gets missed.
A busy firm can’t grab every call or chase every document by hand. So every Summit Ledger client is backed by an AI Revenue Growth System that works alongside our team around the clock. It answers the call you’d have missed, flags the deadline before it’s late, and asks for the document we still need. It doesn’t replace your accountant — it makes sure your accountant never drops the ball.
The call still gets answered
Nights, weekends, mid-meeting — every call, text, and web request is answered and triaged the moment it comes in, not whenever someone gets back to the desk.
The deadline never sneaks up
Estimated payments, filings, document requests — tracked and reminded automatically, so a due date is never the reason you owe a penalty.
The paperwork organizes itself
Documents arrive through a secure portal and land already sorted for your return — no shoebox, no “can you resend that,” no lost email.
The planning happens all year
The system surfaces what’s worth a conversation in Q1 and Q3 — so we catch the move that saves you money while there’s still time to make it.
Every dollar we keep out of the wrong column is a dollar that stays in your business — another hire, another truck, or finally paying yourself what you’re worth.
Credentialed, local, and in it with you.
The same licensed advisor in July that you had in April — one who knows your business, answers the phone, and agrees the price before any work starts.
Summit Ledger is a Phoenix firm of licensed CPAs and IRS Enrolled Agents who’ve worked with Valley families and small businesses for nearly two decades. Flat pricing agreed up front, real answers year-round, and bank-level security on everything you send us.
Owners who finally stopped worrying about taxes
“First accountant who actually calls me back — same day. They found deductions my last CPA never mentioned and my bill was exactly what they quoted. No surprises.”
“They moved me to an S-corp and set up quarterly reviews. I saved more in one year than three years of fees. Wish I'd switched sooner.”
“Got an IRS notice and panicked. Summit Ledger handled the whole thing and kept me calm. It's the year-round peace of mind I was missing.”
Questions new clients ask us first
Book your free tax review
Send a few details and we'll reach out to schedule — or call and a real person picks up. New clients welcome, flat pricing, no obligation.
(602) 555-0173