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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Being healthy not only makes you feel good, it may also help you financially.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It sounds simple, but paying yourself first can really pay off.
Things to consider before retirement.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Preparing for the unexpected can make all the difference if your family relies on your income.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
Savvy investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn about the importance of having an estate strategy in this helpful and informative video.