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Do you know what Summit Tax & Accounting
can do for you?


See Our Mission Statement

 

Our firm transitioned to Summit Tax & Accounting, LLC from Patterson Accounting in early 2011. Although our name has changed, our service and dedication have not! Our firm offers a myriad of services to assist you with business and financial tasks and decisions. We can help you:

 

  • Equip your church to be financially accountable
  • Assist with clergy payroll reporting and payroll tax rules
  • Clergy income tax preparation
  • Pay the lowest taxes possible
  • Invest to earn satisfactory yields
  • Satisfy church financial report filing requirements
  • Investigate potential business fraud
  • Use financial reports for sound business solutions
  • Achieve the maximum profit from your business venture
  • Estate and financial planning to achieve your wishes and to reduce tax costs
  • Identify how wealth management services can maximize your earnings
  • Help with the formation, ongoing nonprofit  accounting and tax needs

 

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Contact our team of experienced accounting professionals today to schedule your complimentary, introductory conference.

Hours: Monday-Friday 8:30 a.m.–4:30 p.m. or by appointment

Our Staff


Mark.Nicholas

Mark Nicholas

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Mark Nicholas has 22 years of experience in public accounting, primarily working with small to medium size businesses and nonprofit organizations, providing accounting and tax services.

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Kathy.Nicholas

Kathleen Boudeman-Nicholas

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Kathleen Boudeman-Nicholas received a degree in accounting from Illinois State University in 1984 and began working in public accounting that same year. Kathleen is a Certified Public Accountant and a manager at the firm.

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Nicole.Allen

Nicole Allen

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Nicole graduated Summa Cum Laude in May 2010 with her Master’s Degree in Professional Accountancy from Illinois State University. She holds credentials as a certified public accountant (CPA) and a certified business valuation analyst (CVA).

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Vickie.May

Vickie May

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Vickie May is a graduate of North Alabama College of Commerce. She joined our firm in 1978.

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Linda.Wolfe

Linda Wolfe

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Linda K. Wolfe, Enrolled Agent, is a federal authorized tax practitioner who has technical expertise and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audit, collections and appeals.

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Sharon.Burbes

Sharon Burbes

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Sharon Burbes, Enrolled Agent, graduated Summa Cum Laude from Millikin University in 1986 with a BS in Business Administration. She previously graduated from Richland Community College with highest honors in 1980 with an AAS in Accounting.

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Kathy.Holt

Kathy Holt

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A partner of Stewardship Resources, LLC (a division of Summit Tax and Accounting, LLC), and Kathy began her accounting career in 1980. She specializes in church accounting and enjoys helping clients with little or no accounting background to set up and successfully use their accounting software.

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Lori.Gruen

Lori Gruen

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A specialist in church accounting, Lori Gruen is a PowerChurch Plus software seminar leader and authorized teaching consultant. She enjoys helping clients with little or no accounting background set up and successfully use PowerChurch with confidence.

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Kristin.Clay

Kristin Clay

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Kristin Clay has worked in accounting and tax preparation since 2005. She has a Bachelor's Degree in Business from the University of Phoenix. She joined Summit Tax & Accounting, LLC in August of 2013. She specializes in churches, non–profits, and clergy taxation.

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Diane.Bell

Diane Bell

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Diane is a Certified Public Accountant (CPA) and received her accounting degree from Illinois State University in August 2000. She had been at other firms in the past but joined Summit Tax & Accounting in December 2016.

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Judy.Hall

Judy Hall

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Judy Hall joined Summit in 1998. Judy Hall is a graduate of Millikin University with a Bachelor's degree in Mathematics and an Illinois Teacher's Certificate. Judy taught in private and public schools for ten years.

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Michelle.McGlade

Michelle McGlade

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Michelle is a graduate of Millikin University with a Bachelor’s of Science degree in Accounting. After a career in the medical field, she joined Summit in 2014.

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Leah.Keagle

Leah Keagle

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Leah graduated Magna Cum Laude from Lake Land College with a degree in Applied Sciences. After an internship with the Marketing and Public Relations Department at Lake Land College, she joined Summit in 2016.

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Deb.Emery

Deb Emery

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Deb Emery has over 27 years’ experience in customer service. She worked in the insurance field, receiving her license to sell fire and auto insurance.

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