I specialize in personal and small business taxation as well as QuickBooks Online troubleshooting, full cycle bookkeeping, CRA compliance returns, and payroll setup. Based in Banff, Alberta I have the ability to complete most accounting work remotely.
Verified business
20 customer reviews
Darrel Littlewood
Accounting
Jeremy was fantastic ! He went the extra mile to ensure we were well informed and even worked after hours to ensure our taxes were done in fine time. We would recommend him to all that needs taxes done and, important advice. Many Thanks Jeremy !!! More...
Jane Gruber
Tax Preparation
Very knowledgeable and very professional.
Would highly recommend Mr. Morin.
Jane Gruber
Tax Preparation
I just started working with Jeremy Morin from this company.
I find him very respectful and professional.
I look forward to having Mr. Morin help me complete my taxes.
Jacobie Grove
Accounting
Easy to work with, very fast and efficient. Jeremy made my taxes a little less painful to do. Thank you for your help.
Lyndon Chua
Tax Preparation
Brilliant! Very professional and very helpful.
Matt Boucher
Tax Preparation
They were fast and easy leaving what I thought may be a complex tax issue painless for me and taken care of within days. Definitely an efficient and engaging company with professionals performing quality service. More...
Emily Skaarup
Tax Preparation
I am so thrilled with Jeremy’s prompt service. I will absolutely be using him again
Judd Clifford
Accounting
Very easy to deal with and Jeremy was very easy to deal with. Will do my taxes here going forward
Shannon Elliott
Accounting
Great to work with and ver efficient
Fraser Leonard
Tax Preparation
Outstanding proficiency in what they do. Nice and easy to deal with I'm happy with Jeremy and his professionalism definitely recommend Summit Financial Services
Cassie Spencer
Summit Financial are a very professional company. Jeremy is a pleasure to work with.
I feel confident intrusting Jeremy to look after my finances.
At tax time I feel it's not a burden to do my taxes, as Jeremy makes the process feel easy and takes care of what needs to be done. Thank you Summit Finacial.
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Heeps
Tax Preparation
I had a great experience using SFS. Jeremy was a huge help, always being fast and efficient. Thank you for the service, will definitely come back.
Bryan Gerrie
I have had dealings with Summit for both business and personal finances. Highly professional, reliable, and timely service. I recommend.
Cam Sinclair
Prompt, professional service. I have and will continue to recommend Summit Financial Services.
Summit financial has been there for my business and personal needs.
Also heavily involved in community services. Proud/privileged to have Summit Financial taking care of my Financial needs!
Banff Building Collective
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Marc
Jeremy is great to work with. Always quick to respond and he is very knowledgeable. In the last couple of years, he helped our company get setup with Quickbooks, explain basic bookkeeping tasks and did our business taxes. He also helped with incorporating our business which went incredibly well. Jeremy always finds the time if we have any questions. Do not hesitate to contact him. More...
Heeps
Tax Preparation
Jeremy was quick to respond, and extremely helpful. This experience has changed the way I think about the task of doing taxes. Thank you for making this service fast and efficient Jeremy! More...
Claire Hastings
As a college student I really appreciate Summit Financial Services advice for ways to save money and to create a path forward with what I should be doing with my taxes and finances. All of my questions are answered right away and my taxes are completed very quickly. I would highly recommend Summit Financial Services. More...
Marianne Nylander
Summit Financial Services completes taxes for myself and my family. Jeremy is extremely knowledgeable, professional and completes taxes in a very timely manner. Nothing but good things to say about their efficiency. Summit Financial Services does everything possible to make life easier, keep us organized and save money. Would recommend to any business or individual looking to have their financials looked after. Thank you! More...
Paul Marinelli
I have relied on Summit Financial Services to handle my taxes for many years and I have always been very happy with the services provided. Very professional and prompt.
Alsicia
I hired Jeremy for both bookkeeping work and tax preparation. He is very professional and gets things done quickly. Highly recommend his services.
Personal Tax Return Preparation
T1 General Tax Return Preparation using certified EFILE software accepted by the Canada Revenue Agency. I am also a registered Authorized Representative with the CRA and can help clients obtain missing paperwork and file past due returns.
Small Business Tax Preparation
T2125 Statement of Business Operations for Sole Proprietors as well as T2 Corporate Tax Preparation for small corporations.
QuickBooks Online Setup and Troubleshooting
As a QuickBooks Online Pro Advisor I can help set your company up for success from the start and have a great deal of experience cleaning up books for novice users.
