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.
February 2024
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.
December 2023
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.
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.