Your Advisory Team
Amber Balagam
Principal · CPA
Tax Strategy & Advisory
Tracy Short
CPA
Tax Preparation & Bookkeeping
The Process
How Working Together Actually Looks
We've built a remote-first process that feels more personal than most in-person firms. Here's what to expect from day one.
01
Strategic Fit Call
A focused conversation to understand your business, your goals, and whether our advisory model is the right match for where you're headed.
02
Onboarding & Setup
We bring your books current, establish secure document sharing, and build a baseline tax picture, all remotely and on your schedule.
03
Year-Round Advisory
Monthly reporting, proactive check-ins, and access to guidance when decisions arise, not just at tax time.
04
Tax Filing, Done Right
Because we've been planning all year, your return reflects a real strategy, not a scramble.
Why Remote Works
Location Has Never Determined Quality of Guidance
We've served Texas-based clients and select states for over 25 years. Our remote model isn't a compromise. It's built around your availability, not ours.
Secure by Design
Encrypted document sharing and secure portals mean your financial data is protected at every step.
On Your Schedule
No commuting to an office. We meet virtually, communicate clearly, and move at a pace that works for you.
Regional Expertise
Based in Sugar Land, Texas, we serve business owners throughout Texas and select states, with the same personal attention regardless of where you are.
Real-Time Visibility
Modern bookkeeping tools give you a live view of your financials, not a quarterly surprise.
What We Do
A Coordinated Annual Partnership
Most clients work with us under a structured relationship that covers every financial dimension of their business.
"I never know if my numbers are right."
Monthly Bookkeeping & Reporting
Organized, accurate financials that give you real visibility into your business performance every month, not just at year-end.
"I feel like I'm always reacting to taxes."
Business & Personal Tax Preparation
Coordinated filings built around a proactive strategy. Your return is the output of a year of planning, not a last-minute adjustment.
"Big decisions feel like guesses."
Built-In Strategy Sessions
Focused planning conversations to align tax, compensation, and long-term decisions with where you're actually trying to go.
"I can never reach my accountant."
Ongoing Advisory Access
Year-round guidance when important decisions arise, not just during tax season. We're here when it matters most.
Ideal Fit
Built for Growth-Focused Business Owners
We're selective about who we work with because the right fit means better outcomes for everyone.
We work best with
- Established business owners generating meaningful revenue
- Those who value proactive planning over reactive filing
- Owners who prefer structured, long-term relationships
- Those who appreciate clear, consistent communication
We may not be the right fit if
- You need one-time tax preparation only
- You prefer a purely transactional relationship
- You're not ready for year-round engagement
Client Stories
What Our Clients Say
"
As a freelancer it's very difficult to navigate my taxes and the Summiton Financial team helped me get everything in order seamlessly.
Iman B.
Marketing Consultant
"
For the past 13 years I have trusted Summiton Financial with my business and personal bookkeeping and tax preparation. On many occasions they have saved me money, and my accounts are always handled with accuracy and integrity.
Theresa Strong
Executive Director, Bel Inizio
"
Summiton offers excellent bookkeeping services as well as tax strategies, corporate & individual returns. I highly recommend having a consultation with them.
Moose Rosenfeld
Franchise Owner
Common Questions
What Most People Ask Before Working With Us
Working with a remote firm is new for many clients. Here's what to expect.
How do we share sensitive financial documents securely?
We use encrypted, password-protected client portals for all document exchange. No sensitive information is ever sent over unprotected email.
Do we ever meet in person?
Our practice is fully remote, so all meetings happen via video call. Many clients actually prefer this: no commuting, no scheduling around office hours.
What does onboarding look like?
We start with a strategic fit call, then move into a structured onboarding where we get your books organized, establish your tax baseline, and set up your client portal, typically within 2–3 weeks.
Do you work with clients outside of Texas?
Yes, we serve business owners throughout Texas and select states. Reach out and we can confirm whether we're able to take on clients in your area.
Is there a minimum revenue requirement?
We work best with established business owners generating meaningful revenue who are ready for a structured, year-round advisory relationship. We'll discuss fit on your initial call.
Ready to Approach Taxes
with Greater Clarity?
Schedule a conversation to discuss your goals and determine whether our advisory approach is the right fit for your needs.
Request a Strategic Fit CallNo commitment required · Texas & Select States · Remote-First