About Us
Summerfield Tax Service
Conveniently located in Lewisville, our practice caters to individuals and small businesses in the Triad and beyond, providing a comprehensive menu of tax, accounting, financial, and consulting services.
Thorough Tax Review
Before we can deliver outstanding value, we need to get to know you. That is why every new client relationship begins with a conversation, a questionnaire, and a review of your most recent tax returns.
If you’re not sure how you’ve handled complicated situations in the past, such as filing in multiple states, we’ll help you gain a better understanding and get you back on track as needed, ensuring the proper foundation for future financial success.
Expertise
We enjoy making the complex understandable. If your personal situation is complicated by family dynamics, income from multiple states, business factors, or divorce, we have the expertise to identify your obligations and opportunities, and the ability to explain them in your terms.
Our Values
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.
The Golden Rule
We recognize that no two clients are alike. All of us have different needs, concerns, and goals when it comes to managing our financial lives. We take the time to listen to you and provide the advice that we would hope to receive if our roles were reversed.
Humility with a Helpful Attitude
We check our ego at the door, every day. The tax code, regulations, revenue rulings, and relevant case law runs well north of 70,000 pages. We recognize we won’t always have a ready answer. Rest assured, we are eager to research for you or direct you to the appropriate resource.
Transparency & Clarity
We communicate price and service coverage prior to beginning all services. Client expectations and our service delivery schedule are clearly defined. When the scope of services changes, we let you know before resuming services. Say goodbye to unexpected charges that are all too common in the accounting profession.
Who We Serve
We’re proud to serve the communities of Lewisville, Clemmons, Winston-Salem and beyond, with a variety of accounting and small business solutions.
Local Entrepreneurs and Small Businesses
Complex Personal Situations
If your situation has become more complicated, it may be time to graduate to a professional firm who understands the relevant tax case law that applies to your unique situation.
Underserved Communities
If your situation has become more complicated, it may be time to graduate to a professional firm who understands the relevant tax case law that applies to your unique situation.
Not sure how to file your taxes?
We can help.
Our tax professionals are eager to assist you with any and all of your needs.