​Full-Service Tax Preparation

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 18th, 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 risks.