Tax Planning & Preparation That Goes Beyond Filing

We help individuals and businesses make smart, compliant, and forward-thinking tax decisions. Whether you're preparing this year's return or laying the groundwork for long-term tax efficiency, we provide proactive support rooted in deep experience.

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Redmond Tax Preparation & Planning

for Individuals and Businesses

At Summit Accounting, tax season isn’t a scramble—it’s a strategy. We support clients with timely federal and state filings, year-round tax planning, and specialized advice for complex situations like trusts, estates, multi-state income, or business ownership. We also assist with IRS correspondence and audit guidance when needed.

01

Annual & Quarterly Tax Preparation

Full-service return filing for individuals, businesses, trusts, and estates. We ensure compliance, accuracy, and peace of mind.

02

Strategic Tax Planning

We guide clients on timing, income management, retirement drawdowns, and entity structuring to reduce tax liability over time.

03

IRS Support & Compliance

From audit letters to amended returns, we help clients respond promptly and professionally to state and federal inquiries.

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Frequently Asked Questions

  • Do you work with business owners as well as individuals?


    Yes. We prepare and plan for both personal and business taxes, including multi-entity structures, flow-through entities, and complex ownership scenarios.

  • Can you handle out-of-state or multi-jurisdiction filings?


    Yes. We routinely work with clients who have income or filing obligations in multiple states and jurisdictions.

  • Do you offer audit support or help with IRS letters?


    Absolutely. We assist clients with audits, notices, and requests for additional documentation—ensuring your response is timely and well-documented.

  • Are tax planning and tax prep billed separately?


    We’re happy to customize how we work with you. Some clients bundle planning and prep, while others retain us for specific strategic analysis only.

Ready to gain clarity and confidence in your financial future?

Let’s build a flexible financial strategy that supports your goals, values, and lifestyle.