Summit Tax Service

Summit Tax Service

Summit Tax Service offers personalized, retirement-focused tax preparation and planning for individuals and couples. With a focus on clarity, care, and long-term relationships, we help you navigate Social Security, retirement income, and tax questions with confidence. 

At Summit Tax Service, we specialize in helping retirees and those nearing retirement navigate the ever-changing landscape of personal taxes. Whether you're filing as an individual or a couple, we provide thoughtful, personalized guidance rooted in years of experience.

We work with a small, dedicated client base so we can focus on what matters most: giving each person the time and attention they deserve. We don’t believe in a one-size-fits-all approach. Instead, we take the time to understand your financial situation and explain your options in a way that’s easy to understand.

If you're looking for honest advice, steady support, and a team that truly listens—we’re here to help.