Summit Financial Solutions
770-928-8100
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Summit Financial Solutions is a financial advisory firm which serves individual clients and businesses in the greater Atlanta area. Services provided include accounting software selection and implementation, business consulting, financial analysis, IRS representation, pension planning, tax planning, notary services and more. The website offers a wealth of informational resources such as financial calculators, a guide for record retention, tax rates, due dates, forms and IRS publications. The website also allows current customers to log into the Portal system securely in order to view records and documents, as well as upload new documents for review by their Summit Financial Solutions representative.
- Hours: Mon - Thu, 8:30am - 5pm; Fri - Sun, closed
- Payments accepted: Personal Check
- Parking: Free lot
- Services: Financial advice
- Type: Business, Personal
- Services: Audit services, Bookkeeping, Estate planning, Financial planning/counseling, Payroll, Tax preparation
- Corporate accounts: Yes
- Specialties: Consulting
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