Summit CPA Mission
Our mission is to empower leading CPA Firms and Law Firms to become irreplaceable in the eyes of their most important clients. The Summit CPA Experience enables our clients to deliver maximum value to their most important client relationships in order to dominate their marketplace and ultimately to create organic growth for their practice.
Summit CPA Open Platform
Summit CPA operates on top of a proprietary platform that has revolutionized professional collaboration and the process of identifying as well as delivering optimal solutions to affluent end-user clients. This platform enables leading CPAs, Attorneys, Bankers, Financial Advisors, Solution Providers and Specialists to collaborate efficiently and effectively behind the scenes in order to deliver the very best answers to the affluent clients they serve. This is an open platform where the independent solution providers and specialists are reviewed on a quarterly basis by Summit CPA to ensure that they are the best in the country in their specific specialty. Our commitment is to provide access to the very best team in the country, and that means we cannot be tied to any of the providers with whom we work.
Leadership
Matthew Wilson, President of Summit CPA Solutions, draws on over 17 years of experience across the financial services industry, serving a wide range of clients from a variety of backgrounds. Matt’s inspiration for Summit CPA solutions comes from growing up the son of a CPA, knowing first hand the amount of hours, pressures and personal sacrifices of the industry. He believes that you can add more value to your best client relationships, create organic growth and leave more time for you to spend on what is most important in your life.
Matt is a Certified Financial Planner, with an MBA and undergraduate degrees in Accounting and Financial Management.
The Summit CPA Dream Team
As the U.S. tax code continues to grow in complexity (it is now well beyond 80,000 pages and counting), the trusted Tax Professionals’ need for a world-class team that specializes in various aspects of the code becomes more of a necessity than an option. Acting as an extended brain-trust for the top CPA Firms and Law Firms throughout the country, Summit CPA Consulting has built and refined a team of arguably America’s very best and most forward thinking income & estate tax specialists and financial solution providers. This team includes: Actuaries, Third Party Administrators, Plan Design Specialists, Solution Providers, Medical Underwriters, and ERISA Attorneys, just to name a few. As affluent business owners and high net worth families demand more from their trusted advisors, Summit CPA empowers those advisors by supercharging their existing business models; enabling them to deliver a world class experience (The Summit CPA Experience) to their most important clients without the risk of a 3rd party referral.
