Nationwide reach. Real professionals. No call centers. No runaround. Just results — for people who are done being ignored by their tax firm.
Imagine what changes when you finally have a tax professional truly in your corner. Not software that fills in boxes. Not a seasonal preparer who disappears in May. Someone who actually looks at your full picture — your income, your retirement, your future — and helps you keep every dollar you're legally owed.
That's the gap Summit Tax Services was built to fill. Most Americans file using software that doesn't ask questions. They ignore IRS notices until the situation becomes a crisis. They reach retirement with no idea what their IRAs are going to cost them.
We set out to change that — for individuals, families, retirees, and small business owners who deserve the same level of professional attention that wealthy clients take for granted. Summit Tax Services is part of the Summit Group of Companies, a family of financial and tax service businesses built to serve Americans at every stage of life.
We are tax professionals. We work with a team of licensed tax attorneys and enrolled agents (EAs) for IRS representation matters. We are a team of licensed professionals offering retirement tax planning services. And we are on your side.
Summit Tax Services is one of several services in the Summit Group — a growing network of financial, tax, and retirement planning resources built to serve Americans at every stage of life.
Tax preparation, IRS resolution, and retirement tax planning.
You are hereOur specialist retirement tax platform — Roth conversions, RMD strategy, Social Security tax planning, and more.
Exclusive discounts for adults 60 and older. Members receive priority tax appointment scheduling and special rates on Summit services.
We tell you what your situation actually is — not what you want to hear. If we can help you, we'll tell you how. If someone else is a better fit, we'll tell you that too.
You will never be passed to a call center. You will never get a form letter in response to a specific question. When you have an issue, a real person at Summit Tax Services handles it.
We serve clients in all 50 states — remotely, securely, and efficiently. But we operate with the accountability of a firm that knows its reputation depends on every single client outcome.
We quote before we start. We explain before we file. You always know what's happening and why.
We believe most people aren't looking for someone to impress them. They're looking for someone they can trust. Someone who will tell them the truth. Return their calls. Show up with real answers — not sales pitches.
That's who we try to be, every single day, for every single client. Whether you're filing a simple return, facing an IRS crisis, or trying to protect a lifetime of retirement savings from an unexpected tax bill — you deserve a firm that treats your situation like it matters.
Because to us, it does.
Picture what changes when your taxes are handled by someone who genuinely cares. That's not a sales promise — it's the standard we hold ourselves to, every client, every time. The first conversation is free. Always.