Summit Tax & Financial Services, Inc. offers a wide range of services including tax preparation & representation, small business services and wealth management. We maintain high standards and strive to continually meet the challenges facing our clients. Our broad knowledge and years of experience enable us to assist you with all of your tax, financial and business needs. Our one stop shop ensures the growth and stability of our clients through tax savings, compliance and wealth accumulation.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What are your options for investing in emerging markets?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.