Summit Tax Planning is led by Debbie Pham, an Enrolled Agent with over 15 years of tax planning experience. Debbie obtained her B.S. degree from the U.C. of Riverside, after which she worked for Ernst & Young, eventually rising up to one of their Tax Managers.
Debbie is passionate about income taxes. She enjoys reading about changes in the tax code and helping her clients make the best tax decisions based on their personal situation. And while most tax preparers focus exclusively on tax compliance (i.e. making sure your taxes are filed on-time), Debbie actually helps her clients with tax strategy. This is one of the reasons Ernst & Young moved Debbie into their high net worth tax group, where she worked with many of the firm’s most successful families.
Debbie has a special affinity for business owners, having been one herself for when she owned & operated an auto repair shop in Alameda, while also working full-time in her profession.
Finally, Debbie has a passion for real estate and a deep understanding of real estate tax law, and she stays informed by being an active member of her local realtor association, where she has served as volunteer Treasurer for the past four years.
* Independent Contractor