Advanced Tax Planning & Preparation
That Works for You

Summit Advisory's integrated team of CPAs, insurance professionals, and financial advisors work together to create the safest and most effective tax strategy for individuals, families, and businesses.

Schedule a Tax Strategy Session

CPA tax advisor reviewing tax planning strategy with client

Our Tax Practice

The Firm You Choose for Taxes Matters

The firm you select to plan, prepare, and file your taxes matters enormously. We have a deep level of expertise and leverage AI-enhanced tools to reduce and defer your tax liability — legally, strategically, and with full transparency.

Our team of CPAs, insurance professionals, and financial advisors work together to create the best and safest tax plan for your unique set of circumstances. This integrated approach means your tax strategy considers every dimension of your financial life — not just your income.

AI-enhanced tax analysis for maximum accuracy and savings
Integrated CPA + financial advisor + insurance collaboration
Proactive tax planning — not just reactive preparation
Strategies for individuals, families, businesses, and nonprofits
Federal, state, and local tax expertise across all jurisdictions
Year-round support — not just during tax season

Get a Tax Consultation

Tax Services

Comprehensive Tax Solutions

From annual tax preparation to multi-year strategic planning, we cover every tax need for every client profile.

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Individual Tax Preparation

Accurate, timely federal and state tax return preparation for individuals and families — maximizing deductions and credits while minimizing liability and audit risk.

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Business Tax Returns

Preparation and filing for all business entity types — S-corps, C-corps, partnerships, LLCs, and sole proprietors — with strategic entity structure advice.

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Strategic Tax Planning

Forward-looking tax strategies that reduce your liability over multiple years through timing, income shifting, deductions optimization, and entity planning.

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Nonprofit Tax Compliance

IRS Form 990 preparation, unrelated business income tax (UBIT) analysis, and tax-exempt status maintenance for 501(C)3 and other nonprofit organizations.

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Estate & Gift Tax Planning

Strategic wealth transfer planning to minimize estate and gift tax obligations while preserving maximum value for your heirs and beneficiaries.

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IRS & State Representation

Expert representation in IRS audits, notices, appeals, and state tax disputes — protecting your interests with knowledgeable, experienced advocacy.

The Summit Difference

Taxes Are Just One Piece of Your Financial Picture

At Summit Advisory, your tax strategy is coordinated across your entire financial life. Our integrated team ensures your tax plan works in harmony with your insurance coverage, investment strategy, retirement planning, and business structure.

When was the last time your CPA, insurance advisor, and financial planner met together to discuss the best way to serve you? At Summit Advisory, that is how we operate — every time.

Tax + Insurance Integration

Identify tax-advantaged insurance products that reduce taxable income and protect your assets simultaneously.

Tax + Financial Planning

Align tax-loss harvesting, retirement contributions, and investment timing to minimize annual tax drag.

Business + Personal Tax Strategy

Coordinate business and personal tax situations to optimize the overall tax position across your complete financial profile.

Meet Our Tax Team

Integrated CPA tax team meeting with business owner

Tax FAQ

Common Tax Questions

When should I start tax planning?

Tax planning is most effective when it is done proactively throughout the year — not just at tax time. We recommend beginning your planning in Q1 of each tax year to maximize available strategies. Contact us now to begin a year-round relationship.

How can you reduce my tax liability legally?

We identify and apply all available deductions, credits, deferrals, and income-shifting strategies applicable to your situation. Our integrated team also coordinates insurance and financial planning strategies that provide tax benefits alongside asset protection and growth.

Do you handle IRS audits and notices?

Yes. Our CPAs represent clients in IRS audits, correspondence audits, examinations, and appeals at both the federal and state level. We handle all communications with tax authorities on your behalf.

Do you work with small business owners?

Absolutely. Small business tax planning is one of our core strengths. We work with sole proprietors, partnerships, LLCs, S-corps, and C-corps to optimize entity structure, maximize deductions, and minimize the overall tax burden on both the business and its owners.

Advanced Tax Planning & PreparationThat Works for You