The staff at Summit View Accounting delivers efficient, affordable and friendly services. In order to do the best job possible for you, we attend continuing education classes annually to keep everyone current on the latest tax law changes. Additionally, our entire staff works as a team to ensure that you receive the highest level of professional service and that someone is always available to assist you.
Carol opened the office in 1973 and had over 45 years in public accounting. She passed away sadly in late 2021. She was the most caring and generous boss and owner.
Kathy, our office manager, originally started in 1978. After a couple of moves out of state, she has settled back with us and has worked here a total of over 25 years. Along with managing the office, she does new client interviews and helps to get them set up with state and federal agencies as needed. She also does general accounting, payrolls and monthly/quarterly tax reporting for state and federal agencies.
Cheryl started with us in 2003. She does general accounting, accounts receivable, accounts payable, payrolls and monthly/quarterly tax reporting for state and federal agencies.
Kim started with us in 2003. With over 23 years of experience, he is an Enrolled Agent with the IRS and our other year round tax preparer, working with both individuals and businesses.
Lisa, joined our team in 2014 as our front desk person. Now, along with doing accounting year round, she also does income tax returns during tax season. Her contagious smile helps to welcome both accounting and tax clients and her diligent work ethic makes sure they leave happy.
Chanel has been back with us full time since 2019. She originally started as our processor during tax season while she was in high school. She handles accounting, bookkeeping, A/R, A/P, Payroll duties. She’s proven to be a wonderful addition to our team.
Lisa has been with us since October 2021. She handles various bookkeeping and payroll duties. She assists with the front desk and phones during our busy season. She has been a great addition to the team!
Lori is our newest team member! She has been with us since August 2022. She comes to us with a background in customer service, bookkeeping and payroll. She is the first smiling face you see as you walk into our building and the happy voice on the other end of the phone to help you!