About Us
We provide bookkeeping and accounting services to all individuals and businesses. We personalize the type, frequency and level of services according to your needs. At the end of the day, we want to be your partner for long-term. We will have conversations year-round to ensure that your books are accurate and complete at any moment in time.
We provide all types of tax services: planning, preparation, incorporating entities, general consultations, year-end projection, tax notices and audits.
We have a team of specialists who are committed to provide high quality services and valuable client relationships. Check out our sister company, Summit Wealth and Retirement Partners.
How We Got Started
Summit Tax Planning was formerly known as Data Count Tax & Financial Services. Data Count Tax was a one-man firm, evolved, and now it is a sister firm with Summit Wealth & Retirement Partners. We are one team of professionals who have commitment to provide high quality services and long-term relationships with our clients.
The products and services we offer
Products & Services
www.summittaxplanning.com
Bookkeeping. Accounting. Taxes. Income Tax Planning. Income Tax Preparation. General Consultations. Incorporating busine...
Tax Projection provides an estimate of your tax liabilities for the year. It is especially critical this year because of the Tax Reform. The tax la...
Recommendations Given (10)
"Marilyn is an expert and very knowledgeable about real estate in Alameda."
"Very cute and cozy flower shop for anyone. Very nice things with reasonable prices."
Recent Activity
two applications with BofA. 1 week. just generic email "at this time we haven't received the full...upload or remove unnecessary doc...review your uploaded docs..."
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two applications with BofA. 1 week. just generic email "at this time we haven't received the full...upload or remove unnecessary doc...review your uploaded docs..."
Delete his name off of the Dependent list in your return/tax software then the software won't ask you for his info. If he made an attempt to efile his tax return and it was rejected due to someone else claiming him as a dependent then that someone else needs to take off his name from their...
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Delete his name off of the Dependent list in your return/tax software then the software won't ask you for his info. If he made an attempt to efile his tax return and it was rejected due to someone else claiming him as a dependent then that someone else needs to take off his name from their Dependent list. A SSN can only be claimed ONCE.
I wouldn't say it is 'unnecessary' but it's nice to have. It works 24/7 for your business. Based on experience, I see more disadvantages than advantages. Usually, one or two disgruntled clients would quickly write a bad review, on the contrary not often the clients who love us went on the social...
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I wouldn't say it is 'unnecessary' but it's nice to have. It works 24/7 for your business. Based on experience, I see more disadvantages than advantages. Usually, one or two disgruntled clients would quickly write a bad review, on the contrary not often the clients who love us went on the social media to write a good review. Referrals are the best clients. With that said, if your business is global then social media is a must.
Pick up all phone calls. If you miss a phone call, call back right away. Reply to an email within a few hours and not in a few days. Provide answers within a couple days and not in couple months.
(more)
Pick up all phone calls. If you miss a phone call, call back right away. Reply to an email within a few hours and not in a few days. Provide answers within a couple days and not in couple months.
At Summit Tax Planning, we help clients with bookkeeping services for personal and small businesses. We prepare income tax returns of all types and tax projections for purposes of quarterly estimated taxes and year-end tax planning. We provide year-round consultation and assistance with other tax...
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At Summit Tax Planning, we help clients with bookkeeping services for personal and small businesses. We prepare income tax returns of all types and tax projections for purposes of quarterly estimated taxes and year-end tax planning. We provide year-round consultation and assistance with other tax matters.
1 Reply
I wanted to help people with every day stuff where they can really apply and make a difference in their lives. Taxes, accounting, bookkeeping, finances, tax planning, financial planning.
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I wanted to help people with every day stuff where they can really apply and make a difference in their lives. Taxes, accounting, bookkeeping, finances, tax planning, financial planning.
Financial statements over bank statements! Bank statements only tell you the cash inflows and outflows. Financials statements refers to balance sheet, profit & loss, others. Balance Sheet tells you all assets and liabilities of the business. P&L tells you income, all types of expenses, and thus...
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Financial statements over bank statements! Bank statements only tell you the cash inflows and outflows. Financials statements refers to balance sheet, profit & loss, others. Balance Sheet tells you all assets and liabilities of the business. P&L tells you income, all types of expenses, and thus the net profit of the business.
Small Business Loan, home equity line of credit, ForwardLine, Fremont Bank, local banks. SCORE is a good source.
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Small Business Loan, home equity line of credit, ForwardLine, Fremont Bank, local banks. SCORE is a good source.
1 Reply
For me, the ad doesn't have to be funny. It needs to be relatable, memorable somehow, and classy.
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For me, the ad doesn't have to be funny. It needs to be relatable, memorable somehow, and classy.
That would be the LIBRARY for me, but not the Children's section.
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That would be the LIBRARY for me, but not the Children's section.