Summit Tax Advisors - Woodbury, New York

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Summit Tax Advisors

Summit Tax Advisors, located at 137 Woodbury Rd, Woodbury, NY 11797, is a reputable tax and financial planning firm dedicated to providing exceptional services to their clients. With a phone number of 66922744, and a website at wealthadvisoryassoc.com, they are easily accessible to those in need of their expertise.

About Summit Tax Advisors

Summit Tax Advisors specializes in various areas including accounting, certified public accounting, tax consulting, and tax preparation. Their team of experienced professionals is committed to offering personalized solutions tailored to each client's unique needs. With their extensive knowledge and expertise, they ensure that all aspects of their clients' finances are well-managed and optimized for success.

Specialties

• Accountant
• Certified public accountant
• Tax consultant
• Tax preparation
• Tax preparation service

Other Points of Interest

Summit Tax Advisors takes pride in providing a comfortable and accessible environment for their clients. They offer wheelchair accessible entrance and parking lot, ensuring that all individuals have equal access to their services. Appointments are recommended to ensure the best possible experience for each client.

Client Opinions and Reviews

Summit Tax Advisors has garnered a impressive reputation among their clients, with a 5/5 average rating based on 3 reviews on Google My Business. Clients appreciate the professional and courteous approach taken by the advisors, as well as the "big picture" perspective they bring to financial planning. Many clients have been with Summit Tax Advisors for over 15 years, a testament to the trust and loyalty they have earned.

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"summary": "Summit Tax Advisors is a reputable tax and financial planning firm located in Woodbury, NY, specializing in accounting, certified public accounting, tax consulting, and tax preparation.",
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👍 Reviews of Summit Tax Advisors

steve K.

5/5

Summit Tax Advisors have been my tax preparation and financial planning teammates for over 15 years. The courteous and professional way my business and personal tax and investment needs are treated is rare today. I also appreciate the "big picture" approach brought by Summit advisors which assures me that I'm on track to meet my goals and that all bases are covered.

Val C.

5/5

Joe S.

5/5