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The Conversation Is Free. The Relief Is Real.

Tell us what's going on. We'll tell you exactly what we can do about it. No pressure. No obligation. Just answers.

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Pick a day and time that works for you — book directly below, or send us a message instead.

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What best describes your situation?

I have unfiled tax returns (one or more years) I owe the IRS money I can't pay I received an IRS notice or levy I'm facing an IRS audit I need retirement tax planning / RMD help I need my taxes prepared I'm interested in Roth conversion planning Other — I'll explain below

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What Happens Next

What Happens After You Reach Out

You reach out

You submit the form above (or book directly once online scheduling is live).

We review

A Summit Tax Services specialist reviews your information.

We confirm

We call or email you within 1 business day to confirm your consultation.

Your free consultation

Your free 15–30 minute consultation takes place — by phone or video.

A clear path forward

We give you honest answers and a clear path forward. No pressure. No sales pitch.

Nationwide Service

You Don't Have to Come to Us. We Come to You.

We serve clients in all 50 states remotely. After your consultation, if you move forward:

✓ We send you a secure document upload link

✓ You upload your tax documents safely from home

✓ We prepare and review your return or case strategy

✓ We explain everything before anything is filed

✓ You sign electronically — no printing, no mailing

Simple. Secure. Nationwide.