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.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
How Income Taxes Work
A quick look at how federal income taxes work.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How to lower your risk of chronic illness
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
Four vacation destinations you might never have thought of.
Understanding the types of extended care services—and what those services could cost—may be critical.
Here are some simple and inexpensive energy-saving tips that may help you save money.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn about cyber liability insurance in this entertaining video.