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.
Around the country, attitudes about retirement are shifting.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are some simple and inexpensive energy-saving tips that may help you save money.
What’s the deal with your yearly free credit report?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Do you know how to set up your financial goals for success? This knight does.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.