Summit Tax Planning
Financial AdvisingHours:
2000 Crow Canyon Pl Suite 410, San Ramon CA 94583 Hours
About Summit Tax Planning
Summit Tax Planning is a boutique tax planning and preparation firm that works with a limited number of successful individuals, families, and business owners. The firm's unique approach allows them to know each client on a personal level while having the expertise to handle even the most complex situations. By partnering with their sister company, Summit Wealth & Retirement, the combined expertise enables them to provide proactive tax strategies as well as the actual filing of tax returns. Clients have praised the firm's creativity, compliance, responsiveness, and professionalism. The tax preparers are highly credentialed and have vast resources, making them a trusted choice for those seeking true tax professionals. Clients have consistently reported a seamless and uncomplicated experience, as well as cost-efficiency and friendly service. The firm has also been recommended by financial advisors, who appreciate the team's expertise and ability to navigate complex tax situations. Overall, Summit Tax Planning is a highly regarded firm that delivers exceptional service and results for its clients.
Most Recent Reviews
April 2026
Summit Tax Planning is a small firm that provides a higher level of service compared to larger firms with more clients. Debbie and her team are fast and efficient, and their work is accurate. Debbie provided very clear and thorough responses to my questions.
March 2026
Excellent service from Debbie - clear communication, strong expertise, and fast results. Highly recommended!
September 2023
I have been using Debbie and Summit as my personal tax advisor for over 5 years. Super easy to work work with, makes things seamless and uncomplicated for me, cost efficient, professional, and friendly. Definitely recommend the team at Summit!
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