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Summit Tax Planning
- Finance
- Danville, CA
About this business
Location details
55 Oak Ct Suite 200, Danville, CA, 94526, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Late last fiscal year, Debbie was persistent in urging me to get the documents for my tax filings ready. She usually does this around that time of year. Her diligence in tracking things down made a huge difference this year—she managed to file my federal and state tax returns in mid-February without any extensions! Just imagine not having to worry about it for the rest of the fiscal year. Now I feel a weight lifted off my shoulders, and my stress level is way lower than during the same period in past years....
Summit Tax Planning is a small firm that provides a higher level of service compared to larger firms with more clients. Debbie and her team are fast and efficient, and their work is accurate. Debbie provided very clear and thorough responses to my questions.
Debbie has been filing my taxes for many years. She is highly organized, direct, responsive and provides an efficient process for submitting documents. This year I had to file a complex tax return. She did the research explaining tax laws and offered solutions to minimize my liability. Her pricing is fair and straight forward. It has been a pleasure working with her over the years.
Excellent service from Debbie - clear communication, strong expertise, and fast results. Highly recommended!
I have been using Debbie and Summit as my personal tax advisor for over 5 years. Super easy to work work with, makes things seamless and uncomplicated for me, cost efficient, professional, and friendly. Definitely recommend the team at Summit!
Frequently asked questions about Summit Tax Planning
How is Summit Tax Planning rated?
Summit Tax Planning has a 4.6 star rating with 9 reviews.
When is Summit Tax Planning open?
Summit Tax Planning is closed now. It will open at 8:00 a.m.
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