We are a boutique tax planning and preparation firm that works with a limited number of successful individuals, families, and business owners. What makes us unique is that we are small enough to know each and every client on a personal level, while large enough to handle even the most complex situation.

By partnering with our sister company, Summit Wealth & Retirement, our combined expertise allows us to help our clients with both proactive tax strategies as well as the actual filing of tax returns.