Located in the Towne Lake area of southern Cherokee County, Georgia, Summit Financial Solutions serves the Woodstock, Kennesaw, Acworth, Canton and surrounding areas. Summit Financial Solutions offers a comprehensive package of related services for professionals, working families, individuals and small businesses.
Our services fall into four categories:
- Small Business start up, consulting, accounting, planning and support.
- Tax preparation and planning
- Financial Services
- Payroll Services
Summit has a staff of highly qualified and certified professionals that are dedicated to analyzing and offering appropriate solutions to your financial needs. We do this in an efficient and cost effective manor while maintaining the highest ethical standards.
Joseph Parker: President/Executive Tax Director
Executive Tax Director at Summit Financial Solutions, Inc since 2005
12+ years in small business development and tax management
Julie Kimball CFP, EA, MBA: Senior Wealth Advisor/Tax Director
Chief Executive Officer since 2003
22+ years in financial services
Dianne Farrior EA: Tax Director
Enrolled Agent since 1999
Laurie Wild: Staff Accountant
Business Project Manager at Summit Financial Solutions, Inc since 1992
Jeanie Kapcsos: Payroll Specialist
Payroll Specialist at Summit Financial Solutions, Inc since 2011
Mary Simmons: Client Service Representative
Client Service Representative at Summit Financial Solutions, Inc since 2011
Andrea Conners: Client Service Representative
Client Service Representative/Staff Accountant at Summit Financial Solutions, Inc