Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Zachary Wehrman

Zack Wehrman, originally from the Philadelphia area, graduated from Randolph Macon College with a double major in Business Economics and Accounting. He has over a decade of experience in the accounting industry serving in a variety of roles from Controller to Chief Financial Officer. Zack also assumed ownership of his family’s tax business, started by his grandfather in the early 1970’s.

After noticing an opportunity in the market for CFO services, specifically supporting small to medium sized businesses, Zack founded Summit Tax Strategies in 2021. His mission was and continues to be providing tailored, expert solutions that optimize a company’s financial performance, foster growth, and ensure compliance. Through integrity, expertise and a client-centric approach, Zack strives to be the trusted ally that propels businesses towards sustained success in an ever- evolving economic landscape.

In his free time, Zack enjoys spending time with his family, playing golf, hunting and traveling with his wife. He sits on the board for the Richmond Golf Association.