Helping clients create, manage, and protect their wealth since 1974.

Welcome to Summit Financial Group

At Summit Financial Group you’ll discover a team of top tax industry professionals, all with a single focus -- to be a proactive advocate dedicated to bringing clarity of purpose to generations of clients. As an independent firm, we represent only our clients’ interests. We pride ourselves on being free from any financial ties to chain tax-preparation firms.

Our commitment is to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and to provide you with the highest quality information, services, and products that will help you reach your goals.

A New Online Digital Locker for Your Tax and Financial Documents is Here!

Login to Summit Financial's online digital locker to safely upload and store your important Tax and Financial documents. 

Username: (Email)


Forgot your password?

Pay your Summit Financial Group tax prep fee online!

IRS Online Payment Click Here
FTB Online Payment Click Here
  • Learn More


  • Stay Connected