Broker Check

Our Mission and Vision

Mission Statement

The mission of Summit Tax & Financial Services, Inc. is to provide high quality tax, small business and financial services with the utmost integrity while enabling our clients to optimize their tax savings and continue their wealth accumulation.

Vision Statement

Summit Tax & Financial Services, Inc. strives to provide a secure environment to help our clients maintain a comfortable lifestyle through tax savings and wealth accumulation. We will accomplish this by applying the 8 wealth management principles and by staying informed on all tax and financial issues to continually meet the changing needs of our individual and business clients. It is our goal to give our clients peace of mind and the ability to pursue financial independence.