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Delivering value, one client at a time.

General Info
We match each client's unique personal and business financial needs with affordable and effective solutions, including, but not limited to: Tax Planning, Preparation, Debt Resolution, Audit Representation, Small Business Accounting Services, and Small Business Consulting. Our clients include business owners, families, farmers, real estate professionals, Amazon FBA sellers, international students, military members, executors, and trustees.
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Services/Products
Payroll, Sales Tax, Bookkeeping, Financial Planning, Full Service Tax Preparation, IRS Problem Resolution.
Accreditation

Certified Public Accountant

Enrolled Agent

Associations
Certified QuickBooks ProAdvisor,Xero Partner,HD Vest,American Institute of Certified Public Accountants
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Reviews

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Don H.

01/26/2022

Overall
Expertise
Professionalism

Switched to them last year from a bigger firm in Raleigh and couldnt have had a better experience. Cost was more reasonable and he is super knowledgeable and easy to work with. Our son was headed to college and he spent amount of time going over all our questions. Make the switch and you wont be disappointed.

Details

Phone: (336) 945-9878

Address: Lewisville, NC 27023

Website: http://www.summerfieldtax.com