Integrated Tax Planning

Pure and simple, effective tax strategy is an integral part of wealth management and the allocation of investments that come with that.

There are fantastic CPA’s and other tax advisors in The Bay Area and beyond, but the value of working with Summit Wealth & Retirement Partners is our ability to pull the pieces together efficiently as we develop and refine your financial roadmap – Allowing us to compliment one with the other and more effectively minimize your tax liabilities as a result.

With on-site tax expertise, provided by our sister company Summit Tax Planning (formerly known as Data Count Tax), when we say we offer tax planning we mean it. We have a former Tax Director from Ernst & Young who is part of the Summit Team and is here to help our clients make the most of their tax situation.