Tax Planning

Understanding tax strategies and limiting your tax liability should be part of any sound wealth management plan. Through our wholly-owned subsidiary, Summit Accounting Solutions, our team can handle all of your income tax preparation and tax planning needs. The Summit Accounting Solutions team has been preparing income tax returns for over 20 years and has built a reputation of excellence.

We consider the position of an individual, family, investment, or business, with the goal of minimizing tax liability. We do this through analyzing:

Income and estate tax planning
Deduction planning
Investment tax planning
Year-end planning strategies
Life event planning - such as retirement, gifts, or an inheritance

Visit Summit Accounting Solutions to learn more

*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.

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The tax rules that govern donating art are complex and confusing. Take a closer look.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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