About Us

Accounting Firm Built for Business Owners Who Value Clarity and Results

Why We Started Summit Financial Partners

Jennifer Martinez founded Summit Financial Partners in 2015 after spending 12 years at Ernst & Young and leading finance operations for a $40M manufacturing company. The frustration? Traditional accounting firms treated clients like file numbers—reactive, transactional, and only available during tax season.

We built Summit Financial Partners Differently:

Proactive, not reactive. We plan ahead so you’re never surprised.
Accessible, not gatekept. No phone trees or junior staff deflections—you work with experienced CPAs.
Strategic, not just compliant. We care about your growth, not just your 1040.

Today, we serve 120+ businesses across healthcare, professional services, construction, and technology—helping them save on taxes, improve cash flow, and make confident financial decisions. We’ve become the trusted advisor our clients actually want to call.

Business professionals shaking hands during a meeting. Ideal for concepts of partnership and collaboration.

Our Team

Meet Our Professionals

Profile portrait of a confident business executive wearing eyeglasses in a sunlit office setting.
Floyd Miles

Certified Public Accountant (CPA)

Professional woman standing confidently in a modern office environment.
Courtney Henry

Enrolled Agent (EA)

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Jessica Parker

Certified Financial Planner (CFP)

business man, business, suite, man, office, businessman, corporate, suit, people, entrepreneur, working, company, startup, person, laptop, success, job, confident, male, planning, young, watch, work, professional, freelance, gray business, gray computer, gray office, gray laptop, gray work, gray job, gray company, gray watch, gray businessman, gray plan, gray planning, gray entrepreneur, business man, business man, business man, business man, business man, businessman, businessman, businessman, job, professional, professional
Devon Lane

QuickBooks & Xero ProAdvisor

Real Results for Real Businesses

$2.8M

In Tax Savings (3 Years)

98%

Client Retention Rate

120+

Businesses Served

100%

On-Time Filing Record

Schedule a Free Consultation

What We Stand For

Integrity
First

We give honest advice, even when it’s not what you want to hear. Shortcuts and grey-area tactics aren’t our style—we build long-term relationships on trust and transparency.

Clarity Over Complexity

Tax code is complicated. Our explanations aren’t. We translate financials into plain English so you can make informed decisions without needing an accounting degree.

Proactive
Partnership

We don’t wait for you to ask. We reach out with ideas, reminders, and strategies that save you money and headaches throughout the year—not just in April.

Growth-
Minded

Your success is our success. We celebrate your wins, navigate your challenges, and help you scale sustainably with smart financial strategy.

Why Clients Choose Us

★★★★★
Premium CPA Firm saved us over $18,000 in taxes last year through strategic planning we didn’t even know was possible. They’ve become an essential part of our team.
Sarah M.Owner, Marketing Agency
★★★★★
Finally, an accountant who explains things in plain English. They’ve made tax season stress-free and helped us understand our financials like never before.
Michael L.Co-Owner, Retail Store
★★★★★
Switching to Premium CPA Firm was the best decision we made. They’re responsive, thorough, and have helped us scale from $500K to $2M in revenue with confidence.
James T.Founder, SaaS Company
★★★★★
After years of doing our own bookkeeping and scrambling at tax time, working with [CPA Firm Name] has been transformative. They caught errors that were costing us thousands.
David K.Owner, Plumbing Company

Ready to Work Together?

Whether you’re looking for a new CPA, need strategic guidance, or just want a second opinion on your current tax situation, we’d love to chat. No sales pitch—just a genuine conversation.

Schedule a Free Consultation
Call (440) 123-4567
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