Summit Tax and Wealth Advisory

Dec 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.

Jan 2023

I recently started a small business after over 20 years since operating my own business before, having since, then just worked for other companies directly in my field. I talked to Andy in this office, and he helped me with how the tax laws have changed since I was in business before. You can be confident if you use this company that they are proficient in tax law. I know it makes me feel comfortable using them.

Jan 2023

I used to go to ***** *** ******* for years and then Summit Tax bought them out and something rare happened. A company that I was happy with even got better. this is an excellent Tax service company for a small business. They really know the tax business. **** *******, small business owner.