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SAN ANTONIO PERSONAL TAX PREPARATION

Concierge personal tax preparation services in the greater San Antonio area.

Summit Tax Associates is a firm specializing in personal tax preparation services in San Antonio.

Our Services

Our services include individual, business, and non-profit tax preparation, accounting, bookkeeping, and tax planning

Bookkeeping

Tax Planning

Individual Tax Preparation

Business Tax Preparation

Accounting

Non-profit Tax Preparation

About Summit Tax Associates

Summit Tax embraces the culturally diverse San Antonio community, and Spanish-speaking accountants are on staff.  Our experienced team of San Antonio personal tax preparation professionals is dedicated to understanding client business and personal needs to formulate tailored tax strategies.  

In an ever-changing tax environment, our team stands at the forefront of creative tax strategies, handling a variety of typical and atypical tax situations. Our San Antonio personal tax preparation professionals take great pride in their ability to navigate complexity, delivering tax solutions and preparation that best meet the needs of our clients.

BOOK A CONSULTATION

HABLAMOS ESPAÑOL

At our firm, we recognize that effective San Antonio personal income tax preparation requires a thorough approach that encompasses a variety of services tailored to meet individual client needs.

Our extensive suite of services begins with an in-depth consultation, allowing us to understand each client’s unique financial situation. This initial assessment is essential for developing a customized tax strategy that aligns with current tax laws and personal financial goals.

We provide meticulous documentation review and organization, ensuring all relevant financial records are accurately compiled. Our San Antonio personal tax preparation process includes a detailed analysis of potential deductions and credits, maximizing client benefits while maintaining compliance with all regulatory requirements.

We emphasize transparency throughout the process, facilitating open communication to enhance client satisfaction.

Additionally, our services extend to proactive tax planning, where we identify strategies to minimize tax liabilities for the upcoming year. This forward-thinking approach not only addresses immediate tax obligations but also sets the stage for long-term financial health.

Client Testimonials

I had such a good experience with Summit Tax Associates. Quick, responsive, and friendly. HIGHLY RECOMMEND!

Ricardo P

I had a great experience with Summit Tax Associates. Angelica is friendly and knowledgeable. Will definitely be referring others to Angelica.

Michael G.

Angelica's tax knowledge is impressive, but I am even more impressed with her people skills. She never made me feel like I was just a number. I had many questions, and she was so patient with me. She took time to explain and was always reachable. She earned my trust and business.

Annie S.

As a long-standing business owner, I have had many accountants over the years. None compared to Angelica. Her level of service stands well above her peers. I highly recommend Summit Tax Associates!

Chuck J.

Working with Angelica was such a refreshing experience. She took her time to get to know me as a person and my tax situation. I HIGHLY recommend!

Alyssa T.

Knowledgeable, personable and delivered terrific service.

Tom M.

We ensure a hands-on experience built upon personal relationships by making ourselves available for questions and concerns.

Meet Your Team

Angelica Williams

CEO/Senior Tax Manager

Email: awilliams@summittassociates.com

Angelica Williams is a seasoned accountant with 17 years of business and accounting experience.  Angelica graduated magna cum laude with a Bachelor of Business Administration and a Masters of Leadership from National University.  She obtained her Advanced Technical Certificate in Professional Accountancy from Lone Star College.

Angelica comes from a diverse background in accounting and business management.  Her experience as an accountant, business owner, and banking manager has fortified her with a robust skill set.  She is uniquely equipped to deliver personalized tax solutions and informed recommendations.

Dr. Shawn Williams D.O.

Chief Operations Officer

Email: swilliams@summittaxassociates.com

Dr. Shawn Williams D.O. is a seasoned physician and administrator with years of operations, marketing and personnel management experience. Dr. Williams graduated Mount Vernon Nazarene University with a Bachelors of Biology in 1997 and a Doctorate of Osteopathic Medicine from Pikeville College School of Osteopathic Medicine in 2003.

Dr. Williams is the former Medical Director of Willingway in Statesboro, Ga and the former Regional Medical Director of Rivermend Health in Marietta, Ga.  During his decade in directorship, he gained a wide variety of experiences in process analysis, personnel management, SWOT analysis, and implementation of business strategic initiatives. He brings innovative ideas and creative solutions from a unique business background.

  • Address: 19502 Flair Oak San Antonio, Texas 78258
  • Email: awilliams@summittaxassociates.com

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