Business Details
8 Years
experience
Your Trusted Tax & Accounting Advisors in Aliso Viejo
At Summit Tax & Accounting Advisors, we specialize in implementing financial and tax strategies designed to immediately save small business owners tens of thousands of dollars. Our team brings decades of combined experience in the finance and tax industries, with a focus on serving law, restaurant, construction, real estate, and manufacturing sectors. As an Enrolled Agenta credential representing the highest IRS certificationwe provide authoritative tax representation and strategic guidance.Our commitment to small businesses is reflected in our personalized approach, local community involvement, and dedication to ethical, transparent service. We prioritize client success through tailored financial planning, bookkeeping, and advisory services, leveraging our expertise to help businesses thrive in competitive markets.
Services
Bookkeeping
Taxes
Financial Strategies
Tax Representation
Business Advisory
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of experience in tax and financial strategy for small businesses.
- Our team includes IRS-certified Enrolled Agents with specialized tax expertise.
- We serve diverse industries including construction, real estate, and hospitality.
- We implement customized strategies to immediately reduce tax liabilities.
- Our founders actively contribute to local business development as Chamber leaders.
Associations and certifications
- Enrolled Agent (EA)
Services
Bookkeeping
Our bookkeeping services ensure accurate financial tracking and reporting for small businesses. We manage accounts payable/receivable, payroll processing, and financial statement preparation to maintain compliance and support informed decision-making. Our systematic approach helps businesses maintain organized records while focusing on growth.
Taxes
We provide comprehensive tax preparation and planning services tailored to small business needs. Our Enrolled Agent-certified team identifies deductions, structures filings strategically, and ensures compliance with federal/state regulations. Proactive tax planning helps clients minimize liabilities while maximizing long-term savings.
Financial Strategies
Our financial strategy services develop customized solutions to improve business profitability. We analyze cash flow, create budgeting frameworks, and implement systems to optimize financial performance. These strategies help clients achieve sustainable growth through data-driven financial management.
Tax Representation
As IRS-certified Enrolled Agents, we offer tax representation services for audit resolution and dispute management. Our expertise handles collections, liens, and compliance issues while protecting client interests. This service provides businesses with authoritative advocacy during complex tax matters.
Business Advisory
Our advisory services combine industry-specific insights with practical financial guidance. We help clients navigate business structure decisions, implement accounting systems, and develop growth strategies. This personalized consulting supports long-term business success through proactive financial planning.
People
Rene Carlos
Enrolled Agent
With 20 years in finance and tax industries, Rene holds an Accounting degree from California State University, Fullerton. As an Enrolled Agent, he specializes in tax strategy and IRS representation for small businesses across multiple sectors.
Julia Carlos
Co-Founder
Julia graduated with a Business Administration degree in Legal Studies Management from California State University, Fullerton. She co-founded Summit Tax & Accounting Advisors with Rene, combining complementary skills to serve small businesses through ethical financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial strategy development, IRS representation, and business advisory services tailored to small business needs.
Are you certified tax professionals?
Yes, our team includes IRS-certified Enrolled Agents with specialized expertise in tax planning and representation for small businesses.
How do you help businesses save money on taxes?
We implement customized tax strategies that identify deductions, optimize business structures, and apply industry-specific savings methods to reduce liabilities.
What industries do you specialize in?
We serve law firms, restaurants, construction companies, real estate businesses, and manufacturing operations with tailored financial solutions.
Can you assist with financial planning for new businesses?
Yes, we help startups establish accounting systems, create budgets, and develop financial frameworks for sustainable growth.
