About us
About Summit Tax Advisors
CPA services for owner-operated businesses.
Our story
How Summit Tax Advisors got here
Diane Whitfield spent twelve years auditing Fortune 500s inside Big Four firms, then left in 1998 because small-business owners deserved better than boilerplate advice. What set Summit Tax Advisors apart from the start was a refusal to treat the basics as afterthoughts — doing the careful, unglamorous work that earns trust, and treating every client the way the founders wished they had been treated. 26 years and more than 240 clients later, that conviction still runs Summit Tax Advisors. The team has grown, the work across Denver has too, but the promise is unchanged.
Our mission
To give owner-operated businesses the audit-grade tax strategy and transparency they'd never find at a strip-mall tax prep shop.
Milestones
Two decades, one promise
2000
Summit Tax Advisors opens its doors in Denver.
2009
Grew the team and deepened the core service offering.
2015
Reached a milestone that cemented the reputation reviewers still mention.
2025
Passed 240 clients served.
What we stand for
Our values
Real tax savings, not just filing
We treat "real tax savings, not just filing" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Plain-English explanations
We treat "plain-english explanations" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Same person every year
We treat "same person every year" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Available when you need answers
We treat "available when you need answers" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Credentials
Licensed, insured & accredited
Backed by 26+ years of commercial work and the credentials to match.
Certifications
- Credentialed, experienced professionals
Memberships
- Denver Chamber of Commerce member
- Better Business Bureau — A+ Accredited
Ready to start your project?
Tell us what you have in mind and we’ll put together a clear, no-obligation estimate for Denver, Greater Denver, the Denver metro area.