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

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



Tax Resources

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.

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