​Tax Preparation and Planning Services in Michigan

Looking for comprehensive tax planning in Michigan? Summit Financial is here to help.

While taxes are inevitable, there are strategies designed to potentially reduce your tax liability. Our process begins with a thorough review of your previous year’s returns to identify any missed opportunities, followed by proactive planning for future tax-saving strategies. We focus on tax reduction planning, not just tax preparation.

 

When to Begin Tax Preparation

Tax preparation begins early in the year, even though the filing deadline is typically in mid-April. Addressing potential tax issues before year-end gives us time to adjust your plan and improve the overall efficiency of your tax strategy.

Collaborative Tax Strategies

If you already work with other tax professionals, we are happy to collaborate with your CPAs or EAs to ensure that every aspect of your financial strategy is optimized.

Comprehensive Tax Services We Offer

  • 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

 

Work With a Trusted Tax Professional

The Internal Revenue Service tax code is extensive. By partnering with Summit Financial, you gain a dedicated resource to help manage your tax situation and address potential risks. Please note that while we strive to optimize your tax outcomes, individual results may vary. We encourage you to review all strategies with your personal advisor to ensure they align with your overall financial goals.

Summit Tax Services is our full service tax consulting and tax preparation firm. Our CPA’s will help guide you, your taxable investments, and your estate, through the steps necessary to eliminate tax problems, find potential opportunities, and give you the peace of mind that comes with a professional team, all year long.

Give us a call or email today! (586) 459-5340  info@summittaxservices.com

Visit the Summit Tax Services website: www.summittaxservices.com

Contact Us

Summit Financial Consulting LLC

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584
info@summitfc.net

 

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The Fine Print

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Summit Financial Consulting LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan, Florida, Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Being registered with the SEC and being a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Health/Life/Annuity Insurance products and services offered by the individual insurance agent. Group Health insurance and ancillary benefits are offered through Summit Health Services, LLC. Property/Casualty (P&C) Insurance is offered through Summit Insurance Services, LLC and our local P&C agency partners. Representatives of Summit Financial Consulting LLC offer tax preparation services through Summit Tax Services. Summit Tax Services is a DBA of Heemer Klein & Company and they are owned and operated independently. ​ Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.

Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are not affiliated with the Social Security Administration or any government agency.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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