Expert Tax & Accounting Services in Raleigh
Maximize your savings and streamline your finances with professional tax preparation, bookkeeping, and business consulting services tailored to your needs.
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10+ Years Experience
Local Raleigh Expertise
Transparent, Flat-Fee Services
Trusted by Small Businesses
Our Services
Professional solutions tailored to your needs
Tax Preparation
Comprehensive tax preparation services for individuals and businesses. Our certified professionals ensure maximum deductions, accurate filings, and compliance with current tax laws to minimize your liability and maximize your refund.
Bookkeeping
Professional bookkeeping services to keep your financial records organized and up-to-date. From daily transaction recording to monthly reconciliations, we provide accurate financial tracking that gives you clear insight into your business performance.
Business Consulting
Strategic business consulting to help your company grow and thrive. Our experienced advisors provide financial analysis, business planning, cash flow management, and strategic guidance to optimize your operations and profitability.
How We Work
A proven, collaborative process designed to deliver results
Discovery Call
We start with a complimentary consultation to understand your goals, challenges, and current situation.
Strategy & Plan
Our team develops a customized roadmap tailored to your specific needs and objectives.
Implementation Support
We work alongside you to execute the plan, providing hands-on guidance and expertise.
Ongoing Guidance
Continuous support and regular check-ins ensure you stay on track and adapt as needed.
About Summit Edge Advisory
We founded Summit Edge Advisory on a simple belief: every business owner and professional deserves access to strategic guidance without the complexity or inflated fees of traditional firms.
Our team combines decades of experience across finance, real estate, operations, and consulting. We've helped hundreds of clients in the Raleigh-Durham area navigate critical decisions—from launching new ventures to optimizing existing operations.
What sets us apart is our commitment to clarity and collaboration. We don't just hand you a report—we work alongside you, ensuring you understand every recommendation and feel confident in every choice.
Why Choose Us
- Established 2014 in the Triangle area
- Specialized in small business & professional services
- Certified advisors with industry credentials
- Client-first, transparent approach
What Our Clients Are Saying
Real results from real clients
Summit Edge helped us restructure our operations and increase profitability by 30% in the first year. Their strategic insights were invaluable.
Michael Chen
Small Business Owner
I was overwhelmed with tax planning until I started working with this team. They simplified everything and saved me thousands.
Rebecca Martinez
Independent Consultant
Professional, responsive, and results-driven. They truly care about our success and it shows in everything they do.
David Thompson
Real Estate Investor
Ready to Make Confident Decisions?
Let's discuss how we can help you achieve your business and financial goals.
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