120 Vantis Suite 300 Aliso Viejo, CA 92656
Meet The Team
Rene Carlos, Enrolled Agent
We are your financial strategist. We work with small businesses to achieve their goals.
I have nearly 20 years experience in the accounting profession.
I graduated from California State University, Fullerton with a Business Administration degree with a concentration in Accounting.
I served as the Treasurer of the Aliso Viejo Chamber of Commerce for 6 years.
When I am not working I spend time with my family and I actively attend my church.
Julia Carlos
I graduated from California State University, Fullerton with a Bachelors of Arts in Business Administration with a concentration in Legal Studies Management.
Back in 2004 I met Rene in one of our business classes. It didn’t take long for us to realize we were meant for one another. After several years together, marriage and a family, we realized we weren’t just meant to be partners outside of the workforce. Together we started Summit Tax and Accounting Advisors and saw our need for each other. Our skills complement one another and our goals are the same. The idea we had was to serve others using our gifts and talents.
Aside from work you will find us at church or the ice skating rink.
