Tax Planning
Our tax planning team will provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, providing tax-savings opportunities.

Client Centered
We work with individuals and businesses to provide tax-planning guidance, including strategies to:
- Aiming to ensure you leverage the most tax-advantaged accounts
- Minimize the tax impact of selling your business
Common Tax Errors to Avoid
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.
Summit Asset Management, Inc. and LPL Financial do not provide individualize tax services. We suggest that you discuss your specific tax issues with a qualified tax advisor.