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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
Make your retirement as exciting as your next vacation.