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March 17, 2026

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Slate and Summit

Strategic finance for U.S. owner-led businesses. Salt Lake City, Utah.

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Slate and Summit, LLC is not a CPA firm and is not licensed by any state board of public accountancy. The financial statements we prepare are management-prepared and have not been audited, reviewed, or compiled under the AICPA’s Statements on Standards for Accounting and Review Services (SSARS). Tax returns are prepared under a PTIN and signed by an independently engaged CPA or Enrolled Agent. Slate and Summit does not represent clients before the IRS, and does not provide investment, legal, or fiduciary advice.

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