Summit Tax and Wealth Advisory is a locally owned and operated full-service bookkeeping, tax, and wealth advisory firm serving the Saint Louis metro area. Their goal is to alleviate financial stress, allowing clients to focus on what matters most. With knowledgeable and client-focused professionals, such as Keith and Rachael, clients can expect personalized attention and detailed explanations of their options. The firm's expertise in tax law, as demonstrated by Andy, provides confidence for clients. Additionally, the company's ability to improve upon an already great service, as shown by the transition from a previous business, sets them apart as an excellent choice for small businesses.
Keith Stinebaker, Owner gave me and my family Phenomenal Tax Advisement and Tax Service. We felt valued and cared for! Today, we received the Best Tax Service & Refund Ever! We will tell others about our Awesome Tax Experience. Keith and Debbie, We Thank you both so very much for everything!
Had a wonderful experience using this company last year and will definitely be using them again! I worked with Becky, and she was wonderful. She made the process so easy and stress free. Becky was very knowledgeable and answered all my questions with detailed explanations. I'll be asking for her again!
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.
1441 Triad Center Drive, St. Peters, MO 63376
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