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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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Estimate how much of your Social Security benefit may be considered taxable.
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A quick look at how federal income taxes work.
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