Accounting & Tax Support
Summit Global Services' accounting team works inside your stack — QuickBooks, your tax software, your file structure — and shows up most when your peak does.
Monthly close, bank and credit card reconciliations, AP / AR, and a clean general ledger your CPA can sign off on.
QuickBooks Online and Desktop work — cleanup, conversions, ongoing maintenance and reporting.
Individual return prep support including Schedule C for sole proprietors and freelancers, ready for your reviewer.
Vendor verification, W-9 tracking and 1099-NEC / 1099-MISC preparation, filed on time without the January scramble.
Channel-aware bookkeeping for Shopify and multi-channel sellers — payouts, fees, inventory and sales tax categorized correctly.
Trained tax-season staffing that scales with your engagement letters, then scales back down.
Staff trained on US GAAP, IRS forms and the realities of small-firm CPA workflows.
Deliverables structured for your reviewer's checklist — fewer round trips, faster sign-off.
Add capacity for tax season without hiring, training and laying off.