Tax preparation done right, retirement tax savings you didn't know were possible, and IRS problems handled when they arise — that's what one firm can do for you.
Tax preparation, retirement tax planning, and IRS resolution — most firms pick one. We do all three, under one roof.
Individual returns, small business, self-employed, multi-state filers. Most clients are surprised by what their old preparer missed. We find it, file it right the first time, and you keep it.
Tax Preparation →RMD planning, Roth conversion strategy, Social Security tax reduction, IRMAA planning. We show you the hidden number first — then we shrink it.
Retirement Tax Planning →Back taxes, unfiled returns, wage levies, audit notices. We work with a team of licensed tax attorneys and enrolled agents (EAs) to resolve cases other firms call hopeless.
IRS Tax Relief →Real anonymized client scenarios. Your numbers may be different — that's why we start with a free check-up.
Married couple, both 68. $60,000 Social Security + $30,000 IRA withdrawals. They thought their tax rate was 12%.
✓ Actual marginal rate: 46.2%. Roth conversion roadmap projected to save $47,000+ in lifetime taxes.
Widow, age 72. $40,000 Social Security + $25,000 IRA. Every dollar from her IRA was triggering more SS taxation.
✓ Strategic Roth conversions over 5 years. Projected to eliminate $18,000+ in unnecessary taxes and reduce future RMD burden.
Married couple, ages 70/68. $55,000 SS + $45,000 IRA + pension. Their IRA distributions pushed them into IRMAA surcharge territory.
✓ Restructured income sequencing. Avoided IRMAA brackets for 3 of next 5 years. Saved $5,300+ in Medicare surcharges.
*Results vary by case. Scenarios are illustrative of potential outcomes, not guarantees.
If you checked even one of those — the next step is free.
Book Your Free ConsultationOur free Check-Up shows the hidden marginal rates that no other tax firm reveals. This is our signature — and it changes everything.
Free educational resources on RMDs, Social Security taxation, and Roth conversions for adults 60+. We educate first, then earn your trust.
We serve everyone. We do specialize in the tax challenges that hit after 60 — SS taxation, RMDs, IRMAA, and Roth conversions.
Free to join for members 60+. Exclusive discounts on hundreds of products and services, plus priority booking and member rates on Summit services.
We serve clients nationwide. Whether you're in Florida, California, or anywhere in between — remote, professional, and personal.
Start with a free RMD & Social Security check-up — your numbers, not a generic calculator. No obligation, no pressure, no judgment.
Are you 60 or older? Summit Gold Club is a free membership — no monthly fee to join. Members get exclusive discounts on hundreds of products and services, plus priority booking and member rates on any Summit Tax Services you choose to use.
You only ever pay for the individual services or partner discounts you choose to use.
Picture next April — taxes filed, refund in hand, nothing hanging over you. It starts with one free conversation.
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