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.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Do you understand these common mobile slang terms?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One way to find money is to examine your current spending habits and eliminate money wasters.
What’s the deal with your yearly free credit report?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.