A Personal Approach To Tax Planning

The Sum Prep offers tax and bookkeeping services for clients of Registered Investment Advisor (RIA) firms. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PROFESSIONALS™ and Certified Public Accountants provides hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible.