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What we serve

Featured.

Three things customers come back for.

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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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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
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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

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 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

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CPA services for owner-operated businesses.