About Summit Financial Group
More than accountants — we're strategic partners committed to your success.
Our Story
Built on Expertise,
Driven by Relationships
Summit Financial Group was founded in 2009 by a team of seasoned CPAs who saw an opportunity to reimagine what an accounting firm could be. Frustrated by the reactive, compliance-only approach of traditional firms, we set out to build something different.
Our founders combined their Big Four experience with a client-first philosophy, creating a firm that delivers enterprise-level expertise with the personalized attention of a boutique practice. From day one, our mission has been clear: help business owners make smarter financial decisions.
Today, Summit Financial Group serves over 500 businesses across multiple states, with specialized practices in R&D tax credits, Quality of Earnings reports, and strategic tax planning. Our team includes former IRS agents, M&A specialists, and industry-focused CPAs who bring unmatched depth to every engagement.
Our Denver Office
15+
Years of Excellence
Our Mission
“To empower growing businesses with the financial clarity, strategic insight, and proactive guidance they need to achieve their full potential.”
Our Core Values
The principles that guide every decision we make and every client we serve.
Integrity
We uphold the highest ethical standards in everything we do. Transparency and honesty form the bedrock of every client relationship.
Excellence
We pursue mastery in our craft. Every return, every report, every recommendation reflects our commitment to quality.
Client-First
Your goals drive our actions. We tailor every engagement to deliver maximum value for your unique situation.
Innovation
We embrace modern tools and forward-thinking strategies to keep your business ahead of the curve.
Transparency
No surprises, no hidden fees. We communicate clearly and keep you informed at every step.
Growth
We measure our success by yours. Our advisory approach is designed to fuel sustainable business growth.
Our Journey
Key milestones in our growth from a small practice to a leading regional firm.
2009
Founded
Summit Financial Group established in Denver, CO with a vision to provide modern, client-centric accounting services.
2009
Founded
Summit Financial Group established in Denver, CO with a vision to provide modern, client-centric accounting services.
2012
First 100 Clients
Reached our first major milestone, serving over 100 businesses across Colorado and beyond.
2012
First 100 Clients
Reached our first major milestone, serving over 100 businesses across Colorado and beyond.
2015
R&D Tax Credit Practice
Launched our specialized R&D Tax Credit division, led by former IRS agents with deep technical expertise.
2015
R&D Tax Credit Practice
Launched our specialized R&D Tax Credit division, led by former IRS agents with deep technical expertise.
2018
M&A Advisory Services
Expanded into Quality of Earnings reports and M&A due diligence, serving private equity and business buyers.
2018
M&A Advisory Services
Expanded into Quality of Earnings reports and M&A due diligence, serving private equity and business buyers.
2021
Second Office
Opened our second location to better serve our growing client base across the Mountain West region.
2021
Second Office
Opened our second location to better serve our growing client base across the Mountain West region.
2024
500+ Active Clients
Surpassed 500 active business clients, with over $50M in R&D tax credits claimed to date.
2024
500+ Active Clients
Surpassed 500 active business clients, with over $50M in R&D tax credits claimed to date.
Meet Our Team
Our team of experienced CPAs, former IRS agents, and M&A specialists is ready to serve you.
View Full TeamReady to Get Started?
Schedule a free consultation and discover how Summit Financial Group can help your business grow.