​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.

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

 

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

Our Office

Summit Financial Consulting

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.