THE SUM
SEC RegisteredTax Planning for Successful Professionals
About the firm
The Sum Prep, LLC offers tax preparation and bookkeeping services with a service-first, personalized touch. The firm's team of CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants provide hands-on support and guidance that considers the entire scope of clients' financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
1040 individual tax return preparation and filing (including state), 1041 trust and estate tax return preparation and filing, Texas Franchise Tax preparation and filing, 709 gift tax preparation and filing, 706 estate tax preparation and filing, 1120/1065 corporate tax return preparation and filing, bookkeeping services, and tax planning meetings. The firm does not offer audit or advisory services.
Who they serve
Busy, successful people and businesses that desire a cohesive approach to their tax planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 50 | $32M |
| High Net Worth Individuals | 159 | $520M |
34 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE SUM has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.