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Summit Financial Group

Summit Financial Group

Reviews Summary

Most reviews praise the exceptional service, expertise, and personal touch, with many long-term clients highlighting outstanding tax preparation and financial advice. Several mention feeling valued and trusted, with specific appreciation for professionalism and thoroughness. However, a few criticize poor communication, unresponsiveness, and high fees, with one complaint about missed credits and inconvenient processes. The majority of ratings are overwhelmingly positive, emphasizing reliability and satisfaction, though some dissatisfaction exists regarding timeliness and customer service flexibility.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

9340 Fuerte Dr # 207

La Mesa, California 91941

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-12PM
Saturday Closed

Customer Reviews

Kimberly Kurek has been my personal tax advisor for the past 3 years. I made the mistake of going to TurboTax last year and made a lot of mistakes. Kimberly was extremely honest and diligent. Very professional. She provided services and let me know about financial services I didn?t even know existed! Kimberly has YOUR best interest in mind, she?s insanely intelligent and thorough. I would definitely recommend her services to my friends and family (already have). Great business. Great team. I also worked t

Terrible communication, showed up for two appointments rushed us out the door without letting us have our second appointment. Prices are outrageous and was a complete headache since we didn?t get our second appointment. Had to have multiple phone calls which were extremely inconvenient. I highly recommend you take your business elsewhere. Oh and don?t ask to get a printed copy?they?ll charge you $50 for that. Might as well get yourself a whole cartridge of ink for that.

I had been referred here, they seem to have missed credits. Erin could not finalize my taxes on the same day, once she had my taxes done she did not send me a copy. i had to request them twice via email. this year as i tried to make an appointment with someone else, the receptionist said she had to speak with Erin first.. I am the customer and if i want to make an appointment with a different person i should be able to. I didn't get the "trust" factor. Considering this is a very important transaction I shou

I have been going to Summit Financial for my taxes since 2006 - and I have never had a bad experience. In fact, I have never had anything but an outstanding experience. I am treated like family and even though I only usually talk to them once a year, they always remember me and are very cordial. But most importantly, they are extremely good at what they do and have helped me make sure I get the maximum returns without risk. I would highly recommend Summit, especially Della or Michelle, both have done my ta

I've been coming here to have my taxes done since 2011. My taxes aren't complicated however since I began using Summit I have retired, I volunteer, I've had legal fees and the tax laws have changed. Keeping up with those dynamics can be frustrating. Having a professional safeguards me from mistakes or a possible audit. I'm very satisfied with Summit.

Erin makes tax time a very easy process. Quick, efficient, and very helpful throughout the year if you have any questions or requests.. Very glad I found this place!

Good people but just won't get back to you in a timely manner. Michelle prepares my taxes and just will not respond to emails. I will not be using them anymore.

Been working with them for years and won't go anywhere else. Della is an amazing tax advisor.

Della is just a true gem. She knows her business. Makes you feel comfortable in asking questions when you just don't understand.

They have always done a good job with my taxes. I recommend them.

Been with them for more than a decade because they do such a good job with my taxes and financial planning.

Outstanding service & tax preo

Excellent organization.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.