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Summit Wealth Strategies

Summit Wealth Strategies

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
Years of Practice

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.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services
Years of Practice

Contact Information

Address

1910 Market St suite a

Redding, California 96001

Visit Website Call Now Get Directions

Customer Reviews

I have been with Summit Wealth Strategies for almost two years now. I am very pleased with the company and especially Keith Fedor. Keith walked me through setting up my retirement accounts, answered all my questions (in a way that I understand), and continues to answer my questions. He talks to me like a friend and gives me the pros and cons of things I run by him so I can make an informed decision. I have already directed several friends who had questions about retirement his way.

I had the pleasure of working with a Keith for my IRA and 401k transactions, and I couldn't be more satisfied! From the very beginning, the process was made simple and easy to understand, with clear and insightful advice every step of the way. First, my old 401K accounts were consolidated and converted to an IRA. Then, Keith helped diversify my investments to maximize growth, while ensuring I?m on track to meet my retirement goals. Keith is professional, knowledgeable, and truly cares about his clients. I h

We love working with Kyle Bird at Summit Wealth Strategies! He spent time really understanding our financial goals and gave us a clear map forward with how to organize and invest our money. I am not the most financially literate and he has been very patient and intentional in helping us understand the nuanced terminology and concepts. Kyle?s expertise, personality and process have given us great confidence and trust in him- which is so important to us as he is helping shape our financial future! We highly,

Keith has been very helpful and made it seem less with transitioning our funds where they need to be. He is always on time with our zoom meetings and greets us with such kindness. He is very enthusiastic, competent and compassionate when helping us make decisions. Keith answers all the questions we have and continues to demonstrate his dedication in helping us by sharing his knowledge and experience while thoroughly explaining everything we need to know about our investments with using an up to date plat

After our first financial planner retired, we decided we needed to do a better job of selecting the individual AND the company we were going to entrust with our savings. Over the course of a year, we interviewed 23 different financial planners before we finally selected Keith Fedor with Summit Wealth Strategies (SWS). We had worked hard for our retirement nest egg, and we knew that we didn?t want to just be another client account that some financial planner would plug into the same basic investments as al

Keith has been extremely helpful in helping me develop a retirement plan. His calm demeanor has always eased my anxiety over making such important life decisions. His firm, Summit Wealth Strategies, has access to a wide selection of quality investment products. I highly recommend Keith. He?s always available when I need him.

My wife and I connected with Keith Fedor at a business conference nearly 7 years ago. From the beginning what Keith cared about most was understanding our personal financial goals and crafting a solution geared to meet those goals. We have been empowered with online asset mapping and financial monitoring tools that provide real time feedback. We have been able to schedule regular video conference calls with Keith and stay informed with current market conditions. Please don't hesitate to reach out to K

Andy and Keith have been available to us for all our financial planning needs. They both are always available to answer any questions. They have our utmost trust that they are looking out for our best interest. The entire office is a great team.

Working with Andy and Kyle at Summit Wealth has been awesome! They are readily available whenever I have questions or need assistance. In addition, they take the time to explain everything and offer various options to choose from that best suit my goals. Both Andy and Kyle are friendly, easy to talk to and always willing to help. I highly recommend Summit Wealth!

Kyle, Your guidance and support have been truly exceptional throughout the years. From the initial dream of owning a home five years ago to finally making it a reality, your assistance has been invaluable. I?m deeply grateful for your unwavering patience and the incredible support you?ve provided through the ups and downs. You?ve been there for so much of my journey, and I can?t thank you enough for being such a fantastic advisor. With heartfelt appreciation, Laura Winstead

We have been clients of Andy Duff since 2008 and highly recommend his services as a financial advisor. We are completely assured that our funds are managed in our best interest and thanks to Andy feel confident that our retirement is secure. Andy's attributes: honest, knowledgeable, competent, caring and patient.

"I highly appreciate Keith Fedor's expertise and personalized approach. He diligently assessed my financial goals, provided clear explanations, and tailored a comprehensive strategy. His proactive communication and commitment to my financial well-being have made the collaboration truly valuable." Keith has been a breath of fresh air during one of the toughest times in my work life.

Andy and our family have had a relationship for over 20 years. During that time he has assisted in guiding our financial accounts, giving council and recommendations so that now that we are in our retirement years we don?t have to worry about that part of our lives. Aside from being our financial advisor he has become a true and trusted friend. He is well respected in the community and a devoted husband and father.

I really enjoy working with Andy and Keith. I would highly recommend them for all of your investment strategies. We started working with them in 2017 and now my dad, father in-law and children all have accounts with Summit Wealth Strategies.

We highly recommend Summit Wealth Strategies and Andy Duff. He has been invaluable to us by helping us structure our investments to best suit our needs, and to set up accounts that are user friendly. We value his integrity and knowledge.

Andy & Keith are vert knowledgeable in the finance and retirement planning business. Both are very responsive to my questions and concerns and always makes time to meet with us in person.

It has been a pleasure working with Keith Fedor, from Summit Wealth Strategies. He listens to your concerns and is very professional & knowledgeable, on retirement income strategies. I would highly recommend him.

Our experience at Summit Wealth Strategies has been very positive and productive. The environment is exceptionally professional. Andy Duff is thoughtful and thorough with us.

If there's one word I associate with Summit Wealth, it would be integrity. These folks put their clients first, and truly come up with the best possible strategy to achieve the goals you're after. Can't recommend enough.

We have been days using our retirement options w Andy for several years now. He?s always been there to answer any questions and keep us on the right path. We have no concerns or stress knowing Andy has our future in mind

Andy Duff was personable, well-informed about our accounts, and very helpful in enabling us to check on our accounts online.

I am on my way to retirement, there are many unknown things to consider ??. It's very nice having Kieth to talk to and learn from as retirement approaches

Response time is above average when asking questions Takes the time to listen to what retirement goals we wanted

Takes time with you to make sure all questions are answered and looks at the big picture for us not just the funds under his advisory portfolio

Great working with Andy and Keith, we recommend!

Great guys ti work with. Very knowledgeable and responsive.

Excellent service and great at communicating with me

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.