- About Us
- Why Summit?
Carol-Jean is the Director of Tax Management Services at Summit Financial Strategies, Inc., the personal financial management and tax planning division of Summit Financial Corporation. A Certified Public Accountant, Carol-Jean provides accounting, tax, and business planning services to individuals as well as business owners. She is also a Personal Financial Specialist (PFS), a designation awarded to a select group of Certified Public Accountants who have passed a rigorous examination and demonstrated experience in financial planning. Carol-Jean endeavors to deliver services to her clients built on a solid foundation of trust and real value. Over the years, she has earned the respect of her clients by carefully aligning Summit’s service model to address and meet their unique service needs.
In addition to providing financial management and tax planning, Carol-Jean is the liaison for the peer review and attestation services required of Summit Financial by the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). These services might include: compiling financial statements, performing agreed-upon procedures, setting up accounting systems and control procedures, assisting in personnel recruitment and training, bookkeeping, projections, and budgets. Carol-Jean works closely with clients to develop policies and procedures to help each client maximize both profitability and operational efficiency. Under Carol-Jean’s oversight, Summit Financial has successfully passed all required peer reviews.
Carol-Jean brings over thirty of experience working in the public accounting industry. Prior to joining Summit Financial Corporation in 2005, Carol-Jean served as a controller for a publicly held manufacturing company, after working in the public accounting industry since graduation from college.
Certified Public Accountant, registered in Massachusetts
Carol-Jean is a member in good standing with the AICPA and the MSCPA.
Carol maintains the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA).
Carol and her husband Tim enjoy being active with their family in various outdoor activities.