30 Columbia Turnpike
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.
We work with individuals and businesses to provide tax-planning guidance, including strategies to:
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.