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Our story

A CPA who picks up on the second ring.

Diane Whitfield founded Summit in 1998 after twelve years inside Big Four audit teams. The reason was simple: small business owners were getting the same boilerplate advice as Fortune 500s. Today, Summit is a six-person practice serving 240 owner-operated businesses across Colorado and Wyoming. We answer the phone. We explain the numbers. We file on time, every year, since 1998.

What we serve

Featured.

Three things customers come back for.

Featured

Small-Business Bookkeeping

Monthly close, P&L, and balance sheet — delivered every 15th.

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What you can expect

Small-Business Bookkeeping

Monthly close, P&L, and balance sheet — delivered every 15th.

  • · Crafted in-house, fresh daily
  • · Sourced from local partners
  • · Available in-store and to go
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Featured

Federal & State Tax Filing

Personal, S-Corp, LLC, partnership — handled in one place.

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What you can expect

Federal & State Tax Filing

Personal, S-Corp, LLC, partnership — handled in one place.

  • · Crafted in-house, fresh daily
  • · Sourced from local partners
  • · Available in-store and to go
View hours →

Featured

IRS Representation

We talk to the IRS so you don't have to. Audit-ready since 1998.

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What you can expect

IRS Representation

We talk to the IRS so you don't have to. Audit-ready since 1998.

  • · Crafted in-house, fresh daily
  • · Sourced from local partners
  • · Available in-store and to go
View hours →

Today's bakes

What customers say

4.7 on Google · 381 reviews

Clients describe Diane and her team as 'unusually patient with numbers' — small-business owners praise the plain-English explanations and same-day responses.

Summary based on Google reviews

Locally rooted.
Quietly modern.
Built to last.

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Summit Tax Advisors

CPA services for owner-operated businesses.

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Summit Tax Advisors

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Last but not least

Get in touch.

CPA services for owner-operated businesses.