Summit Tax Planning
Business details
- Category
- Accountants & Tax · Tax preparation service
- Address
- 2000 Crow Canyon Pl Ste 410, San Ramon, CA 94583
- Phone
- (925) 686-1040
- Website
- summittaxplanning.com
- County
- Contra Costa County
Hours
- Monday: 8:30 AM–4:30 PM
- Tuesday: 8:30 AM–4:30 PM
- Wednesday: 8:30 AM–4:30 PM
- Thursday: 8:30 AM–4:30 PM
- Friday: 8:30 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
At Summit Tax Planning, we help San Ramon and East Bay families and small business owners file their taxes accurately, with a careful eye on every detail and the savings they've earned. We have supported many of our clients for years, guiding them through each stage of life and keeping their returns organized from one season to the next.
Our team takes the time to answer questions clearly, explain the local tax rules that affect your situation, and handle every step with professionalism and integrity. We also assist with business returns for LLCs, and we are prepared to stand with clients through audits, with the documentation needed to show that their filings are sound.
Our secure client portal makes it easy to upload your records, so you can focus on your life while we take care of the paperwork.
Book through our website to get started with a team that treats every client like family.
Our team takes the time to answer questions clearly, explain the local tax rules that affect your situation, and handle every step with professionalism and integrity. We also assist with business returns for LLCs, and we are prepared to stand with clients through audits, with the documentation needed to show that their filings are sound.
Our secure client portal makes it easy to upload your records, so you can focus on your life while we take care of the paperwork.
Book through our website to get started with a team that treats every client like family.