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Summit Accounting Solutions

Tax and Accounting, Simplified.

At Summit Wealth Group, we believe in providing comprehensive financial services. This is why we offer tax and accounting services under the same roof as part of our wealth management and financial planning services. This is made possible through our wholly-owned subsidiary, Summit Accounting Solutions. Summit Accounting Solutions assists individuals, dentists and business owners with full service accounting, including but not limited to: tax planning, tax return preparation, dental accounting, bookkeeping, payroll, business and entity consultations and business succession planning, just to name a few. We have several experienced and professional CPAs on staff who stand ready to help you meet your tax and accounting needs.

Headquartered in Lone Tree, Colorado, but serving clients in multiple states, Summit Accounting Solutions specializes in small business accounting, particularly in the dental industry. In addition to the monthly or quarterly full service accounting and tax services our dental accounting and small business clients can take advantage of, Summit Accounting Solutions also offers personalized consulting services. Summit Accounting Solution’s in-depth knowledge and years of experience with the dental industry results in delivering business solutions that are effective and tailored to your business goals. Specifically, our CPAs and financial advisors work together with you through all stages of your business’ growth, with services such as business valuations, cost segregation analysis, practice transitions, fraud risk assessments and other analyses to give business owners peace of mind through all stages of their business.

Summit Wealth Group and Summit Accounting Solutions work together to seamlessly help put you on a path towards financial contentment. In addition to the specialists we have on staff, we also work closely with experienced contacts in the industry that you can trust, including business consultants, attorneys, and brokers. Our desire is to help you reach your business and individual goals and to come alongside of you to help you navigate the path to a better more secure future.

To learn more, please visit Summit Accounting Solutions' website at:

Meet the Summit Accounting Solutions Team

Summit Accounting Solutions is headquartered out of our Lone Tree, CO office and, through the technology we implement, we are able to service tax and accounting clients all over the country. In addition, we also have CPAs and Summit Accounting Solutions staff members in our Scottsdale, AZ, Meridian, MS, and Lakewood, CO offices. 

Lakewood, CO Team

Scottsdale, AZ Team

Meridian, MS Team

Disclosure: Tax preparation services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.