Summit Advanced Tax Strategy
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
CREDENTIALS
IRS Enrolled Agent
LOCATION
Illinois
SUPPORT
Dedicated Staff
SOFTWARE
Summit Advanced Tax Strategy
We work with clients in all 50 states who invest in Real Estate or want to invest in Real Estate. We focus on helping you keep as much of your hard earned money out of Uncle Sam's Coffers as legally allowed by using advanced tax strategies to reduce the taxes you owe!
Adam Ross Nelson
February 12, 2024
Experience working with Summit Advanced Tax Strategy
Tax Strategy for Real Estate Investors & NHNI I love the less is more approach. Getting the job done as efficiently as possible, etc.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
We work with clients in all 50 states who invest in Real Estate or want to invest in Real Estate. We focus on helping you keep as much of your hard earned money out of Uncle Sam's Coffers!
Clients who wouldNOTbe a good fit
Clients who don't plan on buying real estate as an investment
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
Disclaimer
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
