What We Do | Integrated Tax Planning
We're not just here to help you look for deductions at the end of the year.
Proactive tax planning is a year-round thing and tax ramifications are an ever-present component of true financial planning.
Fully Integrated
Tax Planning as part of a larger investment and wealth management strategy
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.
Key Benefits:
No missed opportunities
Constant monitoring of tax changes and their impact on your financial plan
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.
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