Contact Get In Touch info@summittaxplan.com Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. - Step 1 of 4Full Name *Email *PhoneState of residenceSelect your StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingNext income 2024 like 2024 gross income *0-$200k$200k-$300k$300k-$800k$800k-$1.5M>$1.5M2024 tax liability0-$50k$50k-$100k$100k-$300k$300k-$600k>$600kNextSources of income *W-2 EmployeeW-2 EmployeeBusiness Owner (Schedule C)Partnership Income (Schedule K-1)S Corporation Income (Schedule K-1)Real Estate Income (Rental/Passive)Capital Gains (Stocks, Crypto, Real Estate Sales, etc.)Trust/Estate IncomeOther, specify:Have you worked with a tax advisor before? *YesNoOther, specify:If yes, we’d love to hear about your experience! What worked well, and what could have been better?NextWhere did you hear about us? *ReferralSocial mediaWebsiteOtherIs there anything else you’d like us to know about your tax planning needs?Submit
