Summit Tax Planners is a boutique tax mitigation firm built to change one fundamental assumption: that high taxes are inevitable. For decades, sophisticated tax strategies were the province of the ultra‑wealthy and their private teams. We bring that same level of strategy, discipline, and proactive planning to successful individuals and families who never thought they had access to real tax‑reduction expertise.

Our track record speaks plainly — we have saved clients tens of millions of dollars in tax liabilities year after year. Those results don’t come from reactive compliance alone; they come from a mindset that treats taxes as a strategic business decision rather than a cost to be accepted. We diagnose, design, and execute tailored plans that align with each client’s financial goals, risk tolerance, and legacy objectives.

What makes us different

• Strategic, not transactional: Many accountants focus on preparing returns. We focus on minimizing what goes on those returns in the first place. Our work begins long before filing season and continues year‑round.

• Institutional experience, personalized service: Our team blends backgrounds in tax law, wealth management, estate planning, and private client advisory. We deliver the sophisticated techniques used by family offices, scaled to individual needs and delivered with white‑glove attention.

• Proactive opportunity identification: We continually monitor changes in tax law, market conditions, and client circumstances to identify safe, opportunity‑driven actions — from income timing and entity structuring to charitable strategies and advanced transfer planning.

• Results with integrity: Aggressive where it matters, conservative where it counts. We design plans that withstand scrutiny while maximizing advantage, always grounded in compliance and best practices.

Who we serve

We work with high‑net‑worth professionals, entrepreneurs, business owners, and families who value capital preservation and strategic growth. Our clients want decisions that are tax‑efficient, compliant, and consistent with long‑term goals — not short‑term fixes.

How we work

• Discovery: We conduct a deep review of financials, business interests, family dynamics, and long‑term goals to understand the full tax landscape.

• Strategy: We craft an integrated plan that leverages federal and state opportunities, entity selection, wealth transfer techniques, and customized timing.

• Implementation: We coordinate with attorneys, trustees, accountants, and investment professionals to put plans into action.

• Stewardship: We provide ongoing oversight, periodic reassessments, and adjustments as laws and circumstances change.

Our commitment

You should never accept more tax than necessary. Our commitment is to deliver clarity, control, and measurable savings — so you can pursue your financial ambitions with confidence. We treat every client relationship as a partnership: your goals define our work, and your peace of mind is the metric of our success.

If you’ve been relying on “file and forget” advice, it’s time for a different standard. Summit Tax Planners brings elite tax strategies to individuals who demand better.