Green Summit

Accounting & Advisory Firms · Solutions

Technical partnership & review

Your firm, your client, our engineering, with the arrangement written down before the first call.

A referral is an extension of your firm's reputation, so the arrangement behind it should be settled before the first client call. Green Summit works with accounting and advisory firms through collaborative delivery or appropriately documented delivery under your firm's brand, with clear contacts and review responsibilities in either case. Our engineers and technical specialists coordinate with the professionals you designate; final filing decisions and tax returns remain with the authorized advisors.

What we offer accounting & advisory firms

  • Accounting-Firm Technical Partnerships

    An engineering partner that works alongside your advisory team to deliver the studies and evidence your clients need, whether we are visible to the client under your direction or documented behind your firm's brand. The relationship starts with a written engagement model: who communicates with the client, what Green Summit delivers, how reviews work and where each party's professional responsibilities remain.

  • Independent Technical Review & Documentation QA

    A second set of engineering eyes on a technical analysis, model or project record. We review whether the supporting documentation is complete and internally consistent, so the conclusion is traceable to the evidence before your firm relies on it.

How we work with your team

  • Define the relationship first.

    We settle who contracts, who communicates, who invoices and who owns each part of the engagement before any work begins.

  • Scope from the facts.

    We review the project with your team before we propose a study or describe a potential benefit, so no client hears a number the facts cannot support.

  • Stay available.

    We provide the substantiation package and technical support for client, lender or examination questions for as long as the study is in use; final filing decisions and tax returns remain with the authorized advisors.

Why Green Summit

Green Summit is a consulting partner delivering end-to-end compliance solutions in specialty tax credits and incentives, building performance and advisory services, combining a licensed engineering firm with in-house CPAs. Founded in 2014, we build every study to be audit-ready from day one, because when questions come, they come to your desk first, and the answer has to be in the file.

Let's define how we would work together.

Tell us the services your clients need, whether you prefer collaborative or branded delivery, and who on your team would own the relationship.

Also for accounting & advisory firms

Or call 321-273-2200 · inquiry@greensummit.com

Please do not include tax returns, household income records, payroll or other sensitive documents in this initial inquiry.