Summit Financial Services, Inc. is an independent, full-service financial planning and wealth management practice, committed to helping our clients achieve their financial goals through customized plans designed specifically for their individual objectives. We are completely independent, so our loyalty belongs exclusively to our clients.
Our independence
Whether you need help with accounting and bookkeeping for your small business, are looking for knowledgeable and experienced tax return preparation, or are confused about recent changes to the tax laws that affect your personal or business taxes, White's Financial Services can give you the help you need.
We are a full service tax and accounting practice
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