Summit Advisory | National Audit & Compliance CPAs

National Audit & Compliance Experts.
Personalized Firm Touch.

Rigorous, AI-enhanced financial statement audits, Single Audits, and tax planning backed by 100+ years of combined experience — with deep specialization in 501(c)(3) nonprofit compliance, nationwide.

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100+Years of Combined Experience
501(C)3Nonprofit Audit Specialists
5-StarClient-Rated Service
Licensed CPAs & Certified Professionals
GAAS & GAAP Compliant Audits
Integrated CPA, Tax & Financial Team
San Antonio, TX & Nationwide Service
The Summit Advantage

Why Organizations Choose Us for Audit

Three reasons audit clients — from nonprofit boards to plan sponsors — trust Summit Advisory with their most scrutinized engagements.

Fixed-Fee Pricing

Transparent, predictable pricing agreed up front — zero surprise billable hours and no year-end true-ups. You know the cost of your audit before we begin.

Deep Specialization

National leaders in OMB Uniform Guidance (Single Audits) and Yellow Book (GAGAS) engagements, with focused expertise in 501(c)(3) nonprofit and employee benefit plan audits.

AI-Enhanced Efficiency

Modern, secure technology that streamlines document gathering and fieldwork — minimizing disruption to your team while sharpening the rigor and accuracy of every audit.

Summit Advisory CPA team collaborating on client financial strategy
Who We Are

A CPA Firm Built Around You

Summit Advisory is a full-service CPA firm supported by a team of skilled professionals who surround you with talent and opportunity. Our CPAs, business advisors, insurance professionals, and financial advisors work together to provide tailored solutions and strategic guidance.

When was the last time your CPA, insurance advisor, and financial planner sat down together to discuss the best way to serve you? At Summit Advisory, that is exactly how we operate — as one integrated team dedicated to your success.

  • Certified Public Accountants (CPAs) with deep audit experience
  • Specialist expertise in 501(C)3 nonprofit financial compliance
  • AI-enhanced processes for accuracy and efficiency
  • Integrated team: CPA + Tax + Insurance + Financial Advisors
  • Personalized approach — we get to know your unique situation

Meet Our Team
What We Do

Comprehensive Professional Services

From rigorous financial audits to forward-thinking tax strategies, we provide every service your organization or business needs under one trusted roof.

Audit Services

Independent financial statement audits, single audits, compliance audits, and more — performed by licensed CPAs with strict GAAS/GAAP standards and full auditor independence.

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Nonprofit Audit

Specialized audit services for 501(C)3 organizations, municipalities, and federally funded entities. We cover financial statement audits, single audits, and OMB Uniform Guidance compliance.

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Tax

Strategic tax planning, preparation, and filing for individuals, families, and businesses. Our CPAs use AI-driven tools to reduce and defer tax liability — legally and effectively.

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Advisory Services

Daily, weekly, or monthly advisory partnerships tailored to your specific needs. We provide strategic guidance to monitor and advance both personal and business performance.

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Insurance Services

Customized insurance solutions for individuals, families, and businesses. Our licensed professionals ensure comprehensive protection for your assets, income, and future.

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Financial

Comprehensive financial solutions — from investment strategy and retirement planning to estate planning and wealth management — designed for long-term financial stability and growth.

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Nonprofit Specialization
501(C)3 Audit Experts

Serving Nonprofits That Serve the World

We have a deep passion for supporting nonprofit organizations. Our CPA team conducts financial statement audits, single audits, and grant compliance engagements under GAAS and GAAP — helping your organization maintain credibility with donors, grantors, and regulators.

Financial Statement Audits

GAAS-compliant audits for nonprofits of all sizes and revenue levels.

Single Audits

OMB Uniform Guidance (2 CFR Part 200) for federally funded organizations.

IRS Form 990 Preparation

Accurate 990 filing to maintain your tax-exempt status with confidence.

Grant Compliance

Ensure every grant dollar is documented, tracked, and compliantly reported.


Explore Nonprofit Audit Services
Nonprofit organization financial audit and compliance services
Why Summit Advisory

The Summit Difference

We take the stress out of managing your finances with expert, personalized service that puts your interests first — always.

01

Expert, Certified Team

Our CPAs, insurance professionals, and financial advisors each bring deep credentials and practical expertise across all industries we serve.

02

Comprehensive Services

From audit and tax to insurance and wealth management, we cover every financial need — all coordinated through one integrated team.

03

Tailored Solutions

No cookie-cutter approaches. We invest time understanding your situation and build solutions designed specifically for your goals.

04

Proven Results

With over 100 years of combined experience, we have built a reputation for delivering accurate, reliable, and impactful financial outcomes.

Client Stories

What Our Clients Are Saying

★★★★★
“

Summit Advisory has provided exceptional accounting services. Their expertise and attention to detail have helped us focus on growing our non-profit and continuing our mission. We highly recommend them!

R
Rachel Z.
Nonprofit Executive Director
★★★★★
“

I own a tax firm and my experience working with the Summit Advisory team has been outstanding. Their knowledge and abilities are exceptional. We have yet to encounter a situation they are not equipped to handle.

M
Monica L.
Tax Firm Owner
★★★★★
“

I have worked with the Summit Advisory team for three years. They handle my tax filings and financial planning with precision, allowing me to concentrate on my business without worry. Truly a trusted partner.

T
Tom M.
Business Owner
Common Questions

Frequently Asked Questions

What services does Summit Advisory offer?

We offer a full range of professional services including audit (with a specialty in nonprofit audits), advanced tax planning and preparation, bookkeeping, financial planning, insurance, and business advisory consulting — all from a single, integrated team.

How do I schedule a consultation?

You can schedule a consultation by calling our office at (260) 270-1320, using the contact form on our website, or emailing us directly. We offer a free initial consultation to assess your needs.

Do you specialize in nonprofit audits?

Yes. Nonprofit audit services are one of our core specializations. We conduct financial statement audits, single audits, and grant compliance engagements for 501(C)3 organizations under GAAS, GAAP, and OMB Uniform Guidance.

How do you protect my financial information?

We adhere to strict confidentiality policies and comply with all applicable data protection regulations. Your financial information is securely stored and accessible only by authorized personnel on our team.

What are your fees for accounting services?

Our fees vary based on the complexity and scope of services required. We provide transparent pricing and a detailed estimate after assessing your specific needs during the initial consultation.

What qualifications does your team hold?

Our team includes licensed Certified Public Accountants (CPAs), chartered accountants for international clients, licensed insurance professionals, and credentialed financial advisors — all with extensive industry experience.

Ready for an Audit Partner You Can Trust?

Request a fixed-fee audit proposal, or schedule a quick consultation. No obligation — just clear, expert guidance.

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