Dedicated to superior client service.

We are a full service accounting firm committed to being responsive to our client’s needs and wants in assurance, accounting, tax, business and growth advisory services, business valuation and litigation support.

2014 Tax Guide

This information is provided in an effort to help you plan and organize the information necessary to file your individual or business income tax return.

Questions? Call Us. 1-800-468-5333

Our Services

Accounting and Auditing

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.

  • General Ledger & Financial Statement Preparation
  • Bookkeeping (Monthly / Quarterly/Annual)
  • Accounting System Setup For New Businesses
  • Computerized Payroll Services
  • Business Tax Return Preparation (Sales & Use / Business Property)
  • Personal Financial Statements
  • Litigation Support

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Bookkeeping and Payroll

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

  • Bookkeeping & Client Write-Up
  • Payroll
  • Payroll Reporting

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Tax

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

  • Business Tax Preparation
  • Estate and Trust Return Tax Preparation
  • Estate Planning
  • Individual Tax Preparation
  • IRS Representation
  • Tax Planning

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Business Advisory Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.

  • Business Sale and Acquisition
  • Client Success Processes
  • Consulting
  • Entity Selection
  • Software Selection and Implementation
  • Succession Planning

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Other Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.

  • Business Valuation
  • Litigation Support

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What Our Clients Are Saying

  • “Our company demands an accounting firm that is dedicated to its clients needs and Summers McNea has…” ~ Rodger Wilson - Read More
  • “Our Cooperative has retained Summers, McNea & Company as our auditors for…” ~ Richard J. Brown - Read more
  • “For the past 12 years, I’ve worked with Summers McNea and Co. and the experience has been…” ~ John Soares - Read more
  • “Summers, McNea & Company has been doing our audits for more than twenty years. We continue to use them for…” ~ Ralph Dreyer - Read more
  • “On behalf of the board of directors of Yellowstone Valley Electric Cooperative, Inc., I would like to take…” ~ Terry M. Holzer - Read more
  • “I am writing you this note so that you might share some year end thoughts with your team at Summers McNea. Your company…’ ~ Ritch Rand - Read more