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The SS&C Difference...

We go beyond tax planning, filling out forms and auditing. You benefit from the fact that we are small enough to offer highly personalized service, but large enough to offer unmatched versatility and technical proficiency.

 

As one of the first firms in the US to become employee owned, we have a uniquely vested interest in providing you with remarkable service. We are located in the heartland of America but we serve clients nationwide.

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Secure Client Portal Login

Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password. It really is just that easy!

 

 

 

Audit and Assurance Services

Summers, Spencer & Company, P. A. serves clients in the insurance, banking, employee benefits, construction, non-profit, service and manufacturing industries.

SS&C Solutions, Inc.

Our strong employee/owner culture is the key to the success of our firm. Each employee/owner has a personal stake in the future of the firm and of the clients that we serve. We are successful because our clients are successful.

SS&C "U" Enrichment Series

We are dedicated to making it as easy as possible for you. We believe strong organizations shape their businesses and their goals with education, insight, and information. That’s why we provide our clients with information to keep them informed and competitive.

 

SS&C UPDATES...

VISIT OUR NEW LOCATIONS!

 

Our Kansas City area office moved December 9, 2016. The new office is just south and east of the I-435 and Midland Drive exit in Shawnee. Please make a note of the new address:

7225 Renner Road, Suite 110, Shawnee, KS 66217

 

Our Lawrence office has expanded at it's current location. Please visit the new reception area in Suite 120 at 3320 Clinton Parkway Court.

 

WELCOME TO OUR NEW TEAM MEMBERS...

 

We have merged with...

Kohart Accounting, PA in Lawrence

L. Miller Sereduck, CPA in Shawnee

and

Groff & Berry, CPA in Topeka

 

In our Shawnee office we have merged with L. Miller Sereduck, CPA!

Laura Sereduck brings 20 years of experience providing accounting, tax, software and audit services to individuals as well as public, private and non-profit organizations.

Laura’s experience includes auditing with a Big 4 firm, budget planning, and Medicare cost accounting. Her tax experience includes 8 years of payroll, property, sales, and income tax preparation and audit.

 

In Lawrence  we have

merged with Kohart Accounting, P.A.!

Welcome to Brent Fry, Andrea Brinckman & Chris Kohart, CPA!

The Kohart team’s philosophy of creating a blend of personal service, professional expertise and a proactive approach to client service fits right in with the SS&C team.

Congratulations to Reid Hash, CPA!

Reid is the newest Shareholder in Summers, Spencer & Company, P.A. He joined the firm in 2014 and he serves SS&C clients through  CFO Outsourcing, Individual and Entity Taxation, Tax Consulting and Preparation, Entity Structuring, Financial Statement Analysis and Estate / Succession Planning.

He is a Topeka native and a graduate of Washburn University and is a 20/30 Club Board Member.

 

 

Mark Worden, CPA, CFP® has been promoted to serve clients as SS&C Solutions Tax Manager.

Mark graduated from Kansas State University with a Master’s Degree in Accounting in 2010.

He has also earned the CFP® (Certified Financial Planner) certification from the CFP Board.

In addition to providing tax compliance and planning services to SS&C’s clients Mark strives to also provide assistance to them in reaching their financial goals.

Mark serves the Topeka community through his involvement with Junior Achievement and Habitat for Humanity.

 

Erika Dvorske joins SS&C Solutions as the Director of Strategic Partnerships and Development.

Erika will work closely with not for profit agencies across the Midwest to help them strengthen their capacity to do the important work of improving lives and communities.

“We can now serve our clients at an even deeper level. We are committed to retaining our valued reputation as having the expertise of a national firm and the responsiveness of a local one,” said Michele Hammann, CPA, CVA, Chief Operating Officer of Summers, Spencer & Company, P.A. and shareholder in charge of the firm’s Lawrence location.

 

SS&C Latest News...

Now’s the time to start thinking about “bunching” miscellaneous itemized deductions

SS&C Staff - Monday, August 29, 2016

Many expenses that may qualify as miscellaneous itemized deductions are deductible only to the extent they exceed, in aggregate, 2% of your adjusted gross income (AGI). Bunching these expenses into a single year may allow you to exceed this “floor.” So now is a good time to add up your potential deductions to date to see if bunching is a smart strategy for you this year.

Should you bunch into 2016?

If your miscellaneous itemized deductions are getting close to — or they already exceed — the 2% floor, consider incurring and paying additional expenses by Dec. 31, such as:

• Deductible investment expenses, including advisory fees, custodial fees and publications

• Professional fees, such as tax planning and preparation, accounting, and certain legal fees

• Unreimbursed employee business expenses, including vehicle costs, travel, and allowable meals and entertainment.

But beware …

These expenses aren’t deductible for alternative minimum tax (AMT) purposes. So don’t bunch them into 2016 if you might be subject to the AMT this year.

Also, if your AGI exceeds the applicable threshold, certain deductions — including miscellaneous itemized deductions — are reduced by 3% of the AGI amount that exceeds the threshold (not to exceed 80% of otherwise allowable deductions). For 2016, the thresholds are $259,400 (single), $285,350 (head of household), $311,300 (married filing jointly) and $155,650 (married filing separately).

If you’d like more information on miscellaneous itemized deductions, the AMT or the itemized deduction limit, let us know.