Have been dealing with Summit Financial for decades, they have always treated me well, and given me great advice as well as done excellent on my tax prep needs. They also have been able to help me as I go into different businesses regarding what is deductible, etc - Michelle Mowrey has been great - read more

Complete crooks! For the last few years, Summit has convinced us to itemize our returns, then charged us 400 plus after having to pay fed and state each year. I did our taxes this year using Turbo and discovered that the standard deduction has been more than itemizing for the past few years. FURIOUS!! Almost 4,000 back this year in state and fed. 1st refund in years! MY mistake for trusting Summit Financial Group! Never again! read more

Still not getting 2020 tax refund. Signed over Power of Attorney two times to two different tax preparers at Summit. Still no refund received from the 2020 tax return that Summit prepared and filed. Very frustrating that I still don't have the refund from 2020. read more

Used them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a plus for sure. read more

Della is the absolute best there is! She has been doing my taxes for nearly 20 years! If I hit the lotto, she is my first call!!!

I have been using Michelle to prepare our personal taxes as well as two corporate returns for a few years. The communication is terrible, she never responds to any emails or phone calls. This year the IRS gave an extension but we still needed our taxes filed for personal reasons. All documentation was provided to Michelle and Summit 3/1/2023. Mid May, one full month after traditional taxes are due I began to call and email w/ absolutely NO returned emails or calls. My last email stated that if I did not hear back from her that I was going to pull the business since I needed the returns completed. Below is the response that I got. Chris, I am sorry we are not meeting your expectations by preparing your tax returns in a manner that is acceptable to your time frame. We wish you the best in your future endeavors. Respectfully, Michelle D. Mowrey, EA Tax Advisor (619) 205-4472 p & f michelle@summitfinancial1.com Be warned, the service level and communication w/ a very time sensitive business is awful. The disregard for clients is also pretty shocking. read more

We have used Erin Macias at Summit for the past 3 years and could not be happier with her services. She makes the process quick and painless, plus we have been averaging a better return! She has gone above and beyond for us and we are extremely grateful. read more

They messed up the dependency section ( for the second time!) on my ex-wifes return, so my filing got rejected and she had to file an ammendedment and I had to manually file. My accountant, rightly had to charge me extra to correspond with the other accountant ( not a CPA or EA ), (Diedre), as well as having to manually file etc. Not only did she refuse to do the right thing and reimburse me for HER mistake, I got no admission of wrong doing and not even an appology. My ex didnt get a discount for the inconvenience she was caused. Obviously customer service and their reputation is not important to them. There are plently of good reputable accountants around, so steer clear of these people. read more

Knowledgeable and friendly staff! I have never felt so confident in a financial firm before! I have worked with Michelle and Erin.....both are extremely kind and knowledgeable. I highly recommend summit for your financial needs. read more

Very expensive! They charged me and my husband $448 to file our taxes! Plus there is only 1 CPA in their office so when you see someone there they are not a true CPA so then you have to pay $58 for audit protection which CYA's them because they aren't CPA's! We won't be going back next year. They don't do anything different then anyone else can do. They have the typical computer program. read more

Michelle is outstanding! If you're lucky enough to be able to get an appointment with her, do so but she seems to be cultivating a really great staff as well. Michelle was professional, thorough, and did an amazing job on our taxes. My husband and I are clients for life! read more

Just to update - Summit told me I would have to pay over $3k in taxes but I found their error and I'm actually supposed to be getting a refund! Because they had to file amended returns I still have not received my refund! Thanks for taking my money, messing up my taxes and not even bothering to say I'm sorry. What a lousy way to do business! Avoid these people! Way too many others out there! read more

Made a mistake on my tax return and took three months to correct it. Not attentive via email at all. Unapologetic about the error and still charged full price. Save your money and use TurboTax. read more

Nancy @ Summit Financial has been doing my taxes for 4 years running. This place is great- especially for people in the medical, fire and police fields. They have it all "dialed" in as to what you can deduct on your taxes and every year I walk away pleased... A little on the steep side in terms of cost, but well worth it. read more

I highly recommend Justin Eisenman at Summit Financial. We have worked with him for two years now, and he is knowledgeable, friendly, and efficient. read more

This was the greatest experience I've had with my taxes. I used Michelle who is awesome!! Customer service was top notch! She seems very honest but gets you what she can. It was a very simple process that was easily understood to the lay person! She sent some pre appointment documents that made our appointment go quick and smooth! Michelle is the best and they have my business from here on out!!!!!!!! read more

Gerad Mowrey has been our accountant for years. We've been very please with this service, expertise and professionalism throughout the years. He's coached us on how to improve our business and also motivated us to keep working hard, even during tough times. I love the personal experience we receive from Gerad. Overall the greetings we receive by the Summit office staff in person or over the phone are pleasant and I feel we are in good hands with Gerad and Summit Financial. read more

I used David Taddeo from this location. Friendly person but not the greatest in follow up or communication. I called multiple times to the office with no response. His front desk would say that he's not available when in fact he was at the office (friend of mine called and he answered). Furthermore dates that he said forms were filed were indeed not when they were filed according to the IRS. I cannot speak about the others at the group but would want someone that feels communication is important. read more

Erin with Summit Financial is as good as it gets. It's important for me to work with someone that is professional, honest, knowledgeable, and expedient .Erin exceeded all of my expectations. I was really impressed with her attention to detail and the patience she showed in answering and addressing all my questions and concerns. I have already recommended Erin and Summit Financial to my co-workers and friends. I look forward to working with Summit Financial for years to come. read more

Della is the best accountant we have worked with, and we have been through quite a few. Responsive, ethical, and extremely knowledgeable- she was able to fix the mess the last accountant left us and saved us far more money than she cost us. We plan on using her for a very long time and highly recommend her and Summit Financial. read more

Della has been doing our taxes for many many years. She is the best we have ever been to and we tried many before being recommended to her. She knows what she is doing and we are in and out in no time. The cost is comparable and not that expensive for what we have to do....I HIGHLY recommend this place!!! read more

Upon recommendation from a friend, my husband and I had our taxes completed at this business for 2017. We were told that taxes start at $300. We were referred by a family friend that stated their taxes come to about $150, so we budgeted for $300-400 for the two of us. We do not have children or own a house, so our taxes were very straightforward and the person completing them was finished in 45 minutes. We were charged $720 and filed March 21. Today is June 16th and we still have not received our full refund. There have been issues on both the state and federal side with the IRS needing more time to review. When we called the Summit Financial Group to get assistance, they quickly told us it's our of their hands and there is nothing they can do about it. We have never had any issues with receiving our tax return quickly, and we are very frustrated at the Financial Summit Group's lack of concern or assistance. We do not recommend this business to anyone. read more