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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.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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