Summit Financial

La Mesa, United States

3.8

6 reviews

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Telephone:
+1 619-698-9760
Address:
9340 Fuerte Dr, La Mesa, CA, 91941
La Mesa
Nearby public transportation stops & stations:
0.6 miAmaya Dr
0.9 miGrossmont Transit Center
1.5 miEl Cajon Transit Center
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Today

Today –
Local time (La Mesa) 6:45 PM Thursday, November 28, 2024

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Tuesday –
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Vicinity

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6 reviews of Summit Financial

No registration required
Place rating: 1
San Diego, CA
Just to update — Summit told me I would have to pay over $ 3k in taxes but I found their error and I’m actually supposed to be getting a refund! Because they had to file amended returns I still have not received my refund! Thanks for taking my money, messing up my taxes and not even bothering to say I’m sorry. What a lousy way to do business! Avoid these people! Way too many others out there!
Place rating: 5
Alpine, CA
Gerad Mowrey has been our accountant for years. We’ve been very please with this service, expertise and professionalism throughout the years. He’s coached us on how to improve our business and also motivated us to keep working hard, even during tough times. I love the personal experience we receive from Gerad. Overall the greetings we receive by the Summit office staff in person or over the phone are pleasant and I feel we are in good hands with Gerad and Summit Financial.
Place rating: 5
Alpine, CA
This was the greatest experience I’ve had with my taxes. I used Michelle who is awesome! Customer service was top notch! She seems very honest but gets you what she can. It was a very simple process that was easily understood to the lay person! She sent some pre appointment documents that made our appointment go quick and smooth! Michelle is the best and they have my business from here on out!!!
Place rating: 5
Denver, CO
Della is the best accountant we have worked with, and we have been through quite a few. Responsive, ethical, and extremely knowledgeable– she was able to fix the mess the last accountant left us and saved us far more money than she cost us. We plan on using her for a very long time and highly recommend her and Summit Financial.
Place rating: 2
Temecula, CA
Very expensive! They charged me and my husband $ 448 to file our taxes! Plus there is only 1 CPA in their office so when you see someone there they are not a true CPA so then you have to pay $ 58 for audit protection which CYA’s them because they aren’t CPA’s! We won’t be going back next year. They don’t do anything different then anyone else can do. They have the typical computer program.
Place rating: 5
San Diego, CA
Nancy @ Summit Financial has been doing my taxes for 4 years running. This place is great– especially for people in the medical, fire and police fields. They have it all «dialed» in as to what you can deduct on your taxes and every year I walk away pleased… A little on the steep side in terms of cost, but well worth it.