Looking for Tax Planning in Michigan?

While death and taxes may be certain in life, there are a number of strategies that you can use to minimize their impact or even avoid certain 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.

Tax Preparation Period

The deadline for filing taxes is April 15th, but tax preparation 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. In circumstances such as these, we aim to simply work collaboratively with your CPAs or EA’s in order to minimize if not eliminate the erosion of your hard-earned money by taxes. 

We Offer the Following Tax Services:

  • 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 Someone You Trust

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

 

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

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

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

 

Check the background of your financial professional on FINRA’s BrokerCheck

Our Office

Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC.  Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by 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.