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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn a little about worldwide currency in this fun infographic
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What kind of auto insurance should you have? Do you know?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
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 helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Learn about what risk tolerance really means in this helpful and insightful video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.