Summit Tax Planning:
We help individuals & families prepare their complex tax returns
We also provide year-round tax planning to help those individuals & families minimize their tax bills each year.
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.
“I have been using Data Count Tax Services (now Summit Tax Planning) to do my taxes for a long time and the service was always friendly and excellent. I fell behind in filing my state & federal tax returns. I had received letters from the IRS and State for unfiled taxes and desperately needed to get all this cleared up quickly. Data Count immediately got me in for a consultation appointment. I was very impressed with Robert's professionalism, his in-depth knowledge and willingness to help me out. A few days later I was picking up my tax returns for my unfiled years.”Ben V.Martinez, CA
“Data Count (now Summit Tax Planning) is a great place to get your taxes done. I walked in last week to have me and my wife's taxes done and we were very happy with the results. They got the taxes done very quickly and we were more than pleased with the service. Definitely a place I would go to again.”Jennifer C.Millbrae, CA
“Robert is a great accountant and runs an excellent company. I work closely with all of my clients' CPA's and Robert is second to none.”Robert C.Danville, CA
Another Appointment Link?
Our “web guy” said it was necessary. In all seriousness though, our finite time gets pulled in a lot of directions this time of year and we’d hate to miss the opportunity to meet you.