Summit Tax Services, LLC

Resources

At Summit Tax Services, LLC we offer resources tailored to the unique needs of retirees—whether you're filing as a single individual or as part of a couple. Explore the sections below to find relevant guides, checklists, and insights to help you stay informed and confident all year long.

Personal Taxes

Looking for reliable, easy-to-understand tax guidance? These general resources cover key topics like checklists, and payment deadlines to help you stay organized and informed—no matter your filing status.

For Small Businesses

Many retirees start their own small businessses when they "retire" as a way to keep active and supplement their income. These resources are here to help you make smart, confident business decisions.

Upcoming Classes

Summit Tax Services, LLC offers monthly classes designed to provide up to date information on current tax topics. Check out our upcoming schedule or contact us with questions.

Understanding RMDs (Required Minimum Distributions)

Learn what Required Minimum Distributions (RMDs) are, when you need to take them, and how they affect your retirement taxes. Avoid penalties and plan smarter with this simple guide