Exploring options for having your taxes prepared this year?
Danville’s Summit Tax Planning is that perfect balance between the tax chain with the sign dancer out front and an overly expensive CPA
It's tax season.
We will fill up quickly!
Always just gone to the big tax preparation chains?
There's a good chance you're over-paying your taxes or over-paying someone to simply enter your tax documents into the computer.
While we’re sure there are some knowledgeable folks working at the chains, we’re also sure that a temporary position during tax season isn’t the first place we’d look for real tax expertise. You simply can’t find that many tax experts for a 3-month window each year.
If your taxes are more complex than simply entering W-2’s, we highly recommend coming to meet us. As you can imagine, it’s a busy time of year. Don’t wait.
And unless you own a complex business...
Hiring a CPA is like hiring a NASA scientist to help with your college algebra class
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 and generally speaking, they’re experts at working through the complexities of multi-faceted businesses. Can they do your taxes? Of course. Are they the best option? Probably not and if they are, we’ll be the first ones to tell you.
This is what makes us so unique. In addition to providing tax preparation expertise, we actually help clients analyze what strategies could be employed to reduce, defer, or eliminate taxes both short and long-term.
Summit Tax Planning offers a legitimately better option
And we're a lot closer in cost to the chains than we are to the CPA's
Summit Tax Planning in Downtown Danville
The Perfect Balance
Providing the deep tax expertise to prepare your complex returns at a reasonable cost, paired with year-round tax planning support to help you minimize your liabilities over the long-term.
Providing East Bay Tax Advice For Over 30 Years
Our team is tax-focused year-round, working with individuals, families & business throughout Danville and the surrounding communities to lower tax bills.
Deep tax expertise for complex finances
Debbie Pham, our lead enrolled agent, comes from Ernst & Young where she was responsible for working with high net-worth families and the complex tax situations that come with that.
Audit representation & support
Whether dealing with the IRS, the CA Franchise Tax Board, or the CA State Board of Equalization Tax Audits, Summit Tax Planning will help you navigate the ship through decades of experience.
New name. Same attention to detail.
We recently rebranded from Data Count Services to Summit Tax Planning. We'll always be delivering 5-star service.
