Deep, local tax expertise

Providing East Bay Tax Advice for over 30 years

We're not a pop-up shop that opens during tax season. For over 3 decades, we've worked with folks throughout Danville and The East Bay to create and implement proactive tax strategies that save our clients money.

This time of year, we often work with many new clients who are testing the waters. They know their taxes are more complicated than simply using the online tax software but aren't sure whether or not hiring more specific expertise is worth the expense.

Can we save you money?

Working with us to prepare your returns is the perfect way to find out

First, having your returns prepared with us means you're working with someone who deals exclusively in taxes year-round. We don't rent our expertise. We own it. If you have complex returns, we are exactly the people you want to be talking to and our tax preparation costs are market competitive.

Next, while we're working to expertly prepare your returns, we get a detailed look at your overall financial picture. Three decades of experience means we can immediately identify if there are areas we can help in a longer-term capacity.

Happy to simply do your taxes

There's no big sales pitch. Ever.

Summit Tax Planning (previously Data Count Services) has been doing this for 30 years. We don't do big sales pitches.

If we see longer-term opportunities, we're going to show you what we're seeing and explain what it will take to develop and implement a plan that saves you money going forward. That's it.

Best case scenario, we can help significantly lower your tax bill. Worse case scenario? You'll have your returns expertly completed, with every immediate saving possible, ready to be signed and mailed - All at a cost that's market competitive for complex tax preparation.