Tax Planning

While it may be true that nothing in life is certain except death and taxes, there are a number of strategies which allow you to minimize the effect of taxes or avoid some taxes altogether.  The first step will be to review your previous year’s tax returns for missed deductions and then prepare for future tax saving opportunities.  We believe in tax reduction planning, not only tax preparation.

April 15th is the tax-filing deadline, but tax planning begins January 1st of the previous year. Throughout the year you want to address issues that may have tax implications before year-end. This will allow us time to make adjustments to your tax plan to increase the efficiency of their overall income tax strategy.

If you currently utilize other tax professionals, we want to encourage any strong relationships that you have already established. Our goal, in cases such as this, is to simply work jointly with your CPA’s or EA’s in avoiding the erosion of your hard earned money by taxes.

Tax Planning for you might include:

  • Federal Tax Preparation
  • State Tax Preparation
  • Estimated Tax Calculations
  • Retirement Plan Optimization
  • Tax Reduction Strategies
  • Small Business Start Up Consultation
  • W-4 Calculations
  • Mid-Year Tax Reviews

The Internal Revenue Service tax code has grown to nearly 74,000 pages. By working with a tax professional, your ongoing financial plan will be an invaluable tool to help prevent paying optional taxes or unduly exposing yourself to future tax risk.

Tax Day - April 17, 2018








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Phone: 586-226-2100
Fax: 586-226-3584


We are located at:
43409 Schoenherr Road
Sterling Heights, MI 48313
For more info, CLICK HERE

Summit Financial

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Securities services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor.  Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Summit Financial Consulting, LLC.  Summit Financial Consulting, LLC is not affiliated with Gradient Securities, LLC.

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