Summit Financial Group
Tax Preparation in La Mesa, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 1,196 times
Contact Information
| Address | 9340 Fuerte Dr # 207 La Mesa, CA 91941 Map and directions |
|---|---|
| Phone | (619) 698-9760 |
| Website | summitfinancial1.com |
| Category | Tax Preparation · Tax preparation service |
| Services | tax preparation |
About Summit Financial Group
Summit Financial Group is a tax preparation in La Mesa, California offering tax preparation. It holds a 4.5★ Google rating across 20 reviews. 85% of those reviews are 4- or 5-star. The firm appears in the IRS return-preparer (PTIN) directory. Its 4.5★ rating is above the La Mesa average of 4.2★ across 80 rated firms.
Hours
| Monday | 8:30AM-5PM |
| Tuesday | 8:30AM-5PM |
| Wednesday | 8:30AM-5PM |
| Thursday | 8:30AM-5PM |
| Friday | 8:30AM-12PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown4.5 · 20 reviews
5★17
4★0
3★0
2★1
1★2
Aggregate review counts from Google.
Details
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Requires appointments
- Recommends appointment
Questions about Summit Financial Group
- Where is Summit Financial Group located?
- Summit Financial Group is located at 9340 Fuerte Dr # 207, La Mesa, CA 91941.
- What are Summit Financial Group's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact Summit Financial Group?
- You can reach Summit Financial Group by phone at (619) 698-9760, and through its website.
- What services does Summit Financial Group offer?
- Summit Financial Group is categorized as a tax preparation, offering tax preparation. Contact the firm to confirm current service offerings.
- Is Summit Financial Group registered with the IRS?
- Summit Financial Group appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.