Broker Check

Recent Acquisitions

Legacy CPA, LLC

Lone Tree, CO (10/29/2015)—Summit Accounting Solutions, a leading Denver-based tax and accounting firm, has officially announced an expansion, merging with Jason Schneider and his firm, Legacy CPA, LLC, effective immediately.

“Jason has extensive experience in small business consulting and tax planning.” said Dan Cook, President of SAS. “He brings a very practical approach to meeting the needs of business owners, investors and entrepreneurs. Summit is committed to expanding its tax planning and accounting services, demonstrating the importance of these services in providing comprehensive financial advice to our clients.”

Jason will work out of Summit's Lone Tree and Colorado Springs branch offices, located at 9360 Station Street, Suite 400, Lone Tree, CO 80124 and 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921.

Servitiam Accounting, Inc.

Lone Tree, CO (8/6/2015)—Summit Accounting Solutions has merged with Steven Bell and his firm, Servitiam Accounting, Inc., effective immediately.

“Steve brings additional resources to Summit including knowledge of advanced tax reduction strategies, accounting techniques for small business and long term tax planning methods.” said Dan Cook, President of SAS. “The addition of Steve and his capabilities further demonstrates Summit's commitment to expanding its tax planning and accounting services and the importance of these services in providing comprehensive financial advice to our clients.”

Steve joins Summit Accounting Solutions' Lakewood and Broomfield locations and is now accepting new clients. Steve will primarily be located at 141 Union Boulevard, Suite 270, Lakewood, CO 80228.

Accounting services provided by Summit Accounting Solutions.  Summit Accounting Solutions and Commonwealth Financial Network are separate and unrelated entities.