Summit Accounting and Taxation
Trading name of Mrs Trina Gebhard-Anderson
About Summit Accounting and Taxation
We do more than balance the books. Our full service encompasses five strategic areas that are designed to create and grow wealth for you and your business.
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Frequently asked questions
Is Summit Accounting and Taxation NDIS registered?
Yes. Summit Accounting and Taxation is registered with the NDIS Quality and Safeguards Commission as an approved plan management provider. You can verify their registration at the official NDIS provider finder.
How much does plan management through Summit Accounting and Taxation cost?
By NDIS regulation, plan management fees are paid from a dedicated Improved Life Choices line item in your plan. You do not pay Summit Accounting and Taxation directly — there is no out-of-pocket cost to participants.
Does Summit Accounting and Taxation operate in New South Wales?
Summit Accounting and Taxation is based in New South Wales. Most plan management is handled remotely via phone, email and online systems, so they can support participants across multiple locations.
Can I switch to a different plan manager?
Yes. Switching plan managers is free and does not require an NDIS plan review. You can change at any time by providing written notice to your current provider, then signing with your new plan manager. Summit Accounting and Taxation can assist with the transition process.
Questions to ask Summit Accounting and Taxation
- Does this provider serve New South Wales, or only certain regions?
- How quickly are invoices usually processed? (Some managers pay in 2–3 days, others take 2–3 weeks.)
- Do they offer communication in your preferred language?
- Is there a dedicated contact person, or a shared inbox?
- Do they offer a client portal or app to track spending in real time?