Summit Tax, a subsidiary of Summit Tax and Wealth Advisory, LLC, provides professional tax preparation and retirement planning services in Ellisville, MO. Clients appreciate their friendly and personable staff, including knowledgeable team members who prioritize clients' best interests. They have successfully helped individuals secure significant tax benefits, such as military retirement exemptions, and provide detailed explanations to ensure clients understand their options. Summit Tax is especially recommended for small businesses, known for their excellent customer service and quality work at reasonable prices. Overall, clients look forward to their appointments and feel confident in the services provided.
Been doing our own for decades. Thought I was missing the military retirement exclusion for Missouri (I was). Checked with half a dozen tax preparers and settled on Summit. I won't do my own taxes anymore. They got me over $2k from past years due to the military exemption I'd missed. Polite, professional and most of all personal. Definitely recommend them.
Been doing our own for decades. Thought I was missing the military retirement exclusion for Missouri (I was). Checked with half a dozen tax preparers and settled on Summit. I won't do my own taxes anymore. They got me over $2k from past years due to the military exemption I'd missed. Polite, professional and most of all personal. Definitely recommend them.
I had my second appointment with Summit Tax and Wealth today. They are helping me with my retirement planning. I cannot express how awesome the service is. Keith and Rachael are so knowledgeable and you can tell they have their clients best interest at heart. I was so impressed with all the options they were able to offer me and they explained everything in detail and made sure I understood. Keith and Rachael are so friendly & personable as well as the rest of the staff at the Fenton location. I look forward to my future appointments with them.
1461 Larkin Williams Road Ste 100, Fenton, MO 63026
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