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Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare thousands of tax returns every year all over the world. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. We can also put you on our mailing list to receive timely tax, business and financial advice.

Your Tax Appointment

Tax preparation can be performed in many ways. Summit Tax & Accounting, LLC can prepare your return during a personal appointment, by phone consultation or you may drop off information at our office or send it by mail.


Tax Forms

Print and complete these tax forms and fax them to us in advance to maximize your appointment time!

Individual Data Form
Organization Data Form
Minister Data Form
Things to Bring Checklist
Driving Directions
Map to Us

Your Tax-Cutting Checklist

Whether you’re a wage earner, an investor, a business owner, or all three, you should use the tax-cutting benefits available in the tax law. There is little to be gained by paying more tax than the law demands.

Identify the tax-savers for which you qualify. Here’s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

For Individuals:

  • Roth IRA
  • Rollover to Roth IRA
  • Tax-deductible IRA
  • Child tax credit
  • Income shifting to children
  • Child care credit
  • Earned income credit
  • Lifetime gifts
  • Education savings accounts
  • Education expenses
  • American opportunity tax credit
  • Lifetime learning credit
  • Bunching deductions
  • Flexible spending accounts
  • Donating appreciated assets instead of cash
  • Qualifying property for personal residence gain exclusion
  • Best filing status
  • Shifting income or deductions from year to year
  • Adoption expense credit


For Investors:

  • Tax-free municipal bonds
  • Long-term capital gains
  • Rental property
  • Tax-free exchange
  • Low-income housing credit
  • Small business stock rollover

Updates

New Overtime Rule

 

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