Individuals
Form 1040
Employees, investors, retirees, rental property owners, and the self-employed.
Simple for you. Careful with your return.
Tax preparation for individuals, businesses and nonprofits.Reviewed and filed by tax professionals.
Our services
Tax preparation
Businesses
Forms 1065 · 1120-S · 1120
Partnerships, S corporations, and C corporations.
Nonprofits
Form 990
Tax-exempt organizations.
Accounting and advisory
Available on request, mainly for business clients.
Bookkeeping review
Monthly or quarterly
A regular review of the books you keep.
Financial statements
Year-end or as needed
Statements prepared from your records.
Business formation
New and growing businesses
Entity choice, setup, and structure for tax purposes.
Four simple steps
Scroll to follow each step
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Upload securely
Sign in to your secure client portal and upload last year's return and this year's documents.
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We sort it out
We sort your documents and decide what your return needs. Not sure what matters? Upload anything that looks related with a short note — we will tell you what we need and what we do not.
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Follow-up
If anything is missing, you typically get one or two short requests in your portal.
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Sign & file
Our tax professionals review and authorize your return. You e-sign, and we file.
About us
Simple for you. Careful with your return.
Summerville Financial Advisors, LLC is a tax and accounting firm. We keep the process simple for you, and every return is reviewed and authorized by our tax professionals before filing.
Contact: sfa@summervillefinancial.com