Business Details
Your Trusted Tax & Accounting Advisors in Aliso Viejo
At Summit Tax & Accounting Advisors, we specialize in delivering tailored financial and tax strategies designed to significantly reduce costs and enhance profitability for small businesses. With nearly two decades of combined experience in finance and tax industries, our team serves clients across law, restaurant, construction, real estate, and manufacturing sectors. Our approach prioritizes personalized solutions, leveraging our expertise as Enrolled Agents to navigate complex tax regulations and advocate for clients before the IRS. We are committed to empowering small businesses through transparent, client-focused services while actively contributing to our local community through civic engagement and volunteer work. 
Services
Tax Services
Bookkeeping
Financial Planning
Tax Representation
Business Advisory
Highlights and features
- We offer 20 years of combined experience in finance and tax industries
- Our team serves diverse sectors including law, construction, and real estate
- We hold Enrolled Agent credentials for IRS tax preparation and representation
- Our client-first approach prioritizes transparency and personalized service
- We implement strategies that save clients tens of thousands annually
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Services
Our tax services specialize in developing customized strategies to minimize liabilities while ensuring compliance. With Enrolled Agent expertise, we handle complex filings for small businesses across multiple industries. Our approach combines deep regulatory knowledge with proactive planning to deliver annual savings of tens of thousands of dollars for clients.
Bookkeeping
We provide comprehensive bookkeeping solutions to maintain accurate financial records for small businesses. Our systemized approach ensures real-time tracking of income, expenses, and cash flow. This foundational service supports better business decisions while preparing clients for successful tax seasons and financial audits.
Business Advisory
Our advisory services focus on optimizing business operations through strategic financial planning. We analyze company performance metrics to identify growth opportunities while maintaining tax efficiency. This service helps clients in law, construction, and manufacturing sectors build sustainable, profitable business models tailored to their specific industry needs.
People
Rene Carlos
Co-Founder
With nearly 20 years in finance and tax industries, Rene holds an Accounting degree from CSU Fullerton and Enrolled Agent credentials. He specializes in tax strategy for law, restaurant, construction, and real estate clients while serving as Aliso Viejo Chamber of Commerce treasurer from 2017-2022.
Julia Carlos
Co-Founder
Julia graduated from CSU Fullerton with a Legal Studies Management degree. She co-founded Summit Tax with Rene after their 2004 meeting, combining business expertise to serve clients. Outside work, she balances family time with church activities and ice skating.
Questions
What tax services do you specialize in for small businesses?
We focus on strategic tax planning, compliance filings, and IRS representation for small businesses in law, construction, real estate, and manufacturing sectors.
How can you help businesses save money on taxes?
Our Enrolled Agents develop customized strategies that typically save clients tens of thousands annually through optimized deductions, credits, and entity structuring.
What industries do you have experience with?
We specialize in serving law firms, restaurants, construction companies, real estate professionals, and manufacturing businesses with tailored financial solutions.
What is an Enrolled Agent credential?
Enrolled Agents are IRS-licensed tax professionals with specialized expertise in tax code and representation before the IRS, the highest credential awarded by the agency.
