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    Summit Financial

    4.0 (3 reviews)

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    12 years ago

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    7 years ago

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    10 years ago

    I got a mortgage loan through them but I could get better rate and less fee from other places. I am not satisfied with their results.

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    Wayne Long & Co. CPA's

    Wayne Long & Co. CPA's

    (5 reviews)

    My Dad passed at the end of May, 2025. He had managed the estate taxes for 50 years. But Dad got…read moresick in 2018 and things slipped. We had 5 years of back taxes to file and collection letters coming in when he passed. Our attorney recommended Wayne Long and Co. We were put with David Marty. He did little to nothing in 8 months. And billed us for several meetings he was not prepared for at all, he even said he wasn't prepared, but he did not cancel. And he still billed us while he talked about his new dog for 45 mins. This firm cost my family something worse than money, time, 8 months the IRS and FTB thought we were doing nothing. We were treated like we were a bother and our Estate (multimillion) was treated as less than his "important" clients. I followed up every few weeks often with no response. Save the wasted time, go elsewhere. All that was done in 8 months was the pulling of transcripts for 2 of the 5 unfiled years. My Dad had an accountant in another state he used for 40 years, but their system broke down when he got sick. I thought David was going to help us get our back taxes resolved. What we got was a "slick" salesman who over billed us, and treated us like peasants, both at the same time. And now I've had to hire a tax attorney to fight an FTB Levy, as well as a new CPAs to do the filings. Save yourself a headache by not using Longview Advisors at all.

    As a business owner I expect that the accounting firm should act in a professional manner. After…read moreselling his practice to an out of state group his office is refusing to provide his clients records. Very unprofessional behavior which has forced my company to file a complaint with the state cpa board ....avoid this company and the subsequent group that purchased his practice

    Summit Financial - financialadvising - Updated July 2026

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