It’s that time of year!
As you would expect, Summit Tax Planning is about to get VERY busy over the next few months.
Get your appointment on our calendar ASAP!
Our lead enrolled agent, Debbie Pham, comes from Ernst & Young where she was specifically in charge of working with high net-worth families and the tax complications that came with that wealth. While with Ernst & Young, Debbie simultaneously owned and operated an auto repair shop in Alameda - Perhaps the perfect combination of deep experience + boots-on-the-ground financial insight.Our Story. Our Team.
While a CPA's job is to make sure you are in compliance with the IRS tax code, they have no obligation to help you actually reduce your tax bill!
This is what makes us so unique. We actually help clients analyze what strategies could be employed to reduce, defer, or eliminate taxes.Learn About What We Do
We do not wait until April 15th to do tax planning. Many of our clients ask us to create mock tax projections for them in November so they know not only what to expect come April 15th, but also what can be done before the end of the year to lower their tax bill - does your existing CPA do that?
Summit Tax Planning is the sister company to Summit Wealth & Retirement Partners - One of The Bay Area's leading providers of end-to-end wealth management and retirement planning solutions.
Our services often go hand-in-hand, meaning if we make tax-minimizing recommendations, we can also provide the deep expertise to implement.Learn More About Summit Wealth & Retirement