Your Trusted US CPA Firm

Expert accounting, tax, and advisory services tailored to help privately held businesses and individuals build lasting financial confidence.

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Ethical, compliant, and transparent

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Personalized client service

About Summary & Co

Summary & Co is a US-based Certified Public Accounting firm delivering high-caliber tax, accounting, assurance, and advisory services. We serve closely held businesses, entrepreneurs, and high-net-worth individuals with a disciplined, proactive approach rooted in professional standards and practical insight.

Our team combines technical expertise with client-first service. We invest the time to understand your goals, your industry, and the complexities that drive decisions. Whether you need year-round tax strategy, audit readiness, or fractional CFO support, we build solutions that are efficient, compliant, and clearly communicated.

Certified Practice

US CPA-led firm adhering to AICPA standards and best practices.

Outcome-Oriented

Actionable insight that ties back to measurable financial outcomes.

Ethics & Integrity

Transparent advice, rigorous quality control, and confidentiality.

Hatim Dudhiyawala

Founder & CEO, Certified Public Accountant (CPA)

Hatim leads Summary & Co with a commitment to client service, technical rigor, and practical advisory. As a US CPA, he brings comprehensive experience across tax compliance and planning, financial reporting, and business advisory for growth-focused companies and their owners.

With a detail-oriented approach and a focus on clear communication, Hatim partners with clients to navigate complex tax matters, strengthen internal controls, and build sustainable financial strategies aligned to long-term goals.

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Core Services

Tax Planning & Preparation

Federal, state, and local tax compliance for individuals and businesses, proactive planning, estimated taxes, entity selection, and year-round advisory to mitigate risk.

Business and individual returns (C/S corps, partnerships, Schedule C, trusts)
Multi-state nexus, credits, and compliance support

Auditing & Assurance

Financial statement reviews and compilations, agreed-upon procedures, and readiness for lender or investor requirements with clear documentation.

GAAP guidance and workpaper preparation
Internal control assessments and process improvement

Financial Consulting

Budgeting, cash flow analysis, KPI dashboards, and strategic planning support to enhance visibility and decision-making.

Forecasting and scenario modeling
Lender and investor reporting support

Business Advisory

Entity structuring, transactional guidance, and operational best practices to support growth, acquisitions, and succession planning.

Buy-sell readiness and financial due diligence
Process and policy development

Accounting & Bookkeeping

Monthly close, reconciliations, payroll oversight, and technology enablement to keep your books accurate and audit-ready.

Cloud accounting systems support
Controller/CFO services

Tax Notices & Representation

Response strategies for IRS and state notices, audit support, penalty abatement requests, and proactive documentation to resolve issues efficiently.

Power of attorney representation
Notice resolution planning

Why Choose Summary & Co

Certified US CPA Expertise
Technical proficiency and adherence to professional standards ensure quality workpapers and reliable deliverables.
Personalized Client Service
Your engagement is mapped to clear milestones, proactive check-ins, and tailored planning.
Proven Track Record
We deliver clear, timely results and stand behind our work through changing regulatory environments.
Ethical & Transparent Approach
We prioritize confidentiality, accuracy, and clear documentation every step of the way.