San Ramon 's Local Tax Specialist -Summit
What Makes Us Different?
We purposely work with a limited number of families, most of which are local here to Danville and the surrounding communities. That allows us to take the time to fully understand your tax situation so we can tailor our tax planning services to your needs and help you make better tax planning decisions.
We don’t wait until April 15th to do tax planning. We work with clients to create mock tax projections throughout the year 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?
Partnering with our sister company, Summit Wealth & Retirement Partners, means if we recommend a tax reduction strategy such as setting up certain financial instruments and you need help implementing that recommendation, all the help you need is right next door.
Interested in learning more?
Or, want to talk to a team member now?
Give us a call at (925) 686-1040