Summit Tax and Financial Services

Claimed
(312) 857-4174
Chicago, IL 60651

Rating: 5.0

Total Reviews: 1

Today: 10:00 AM to 7:00 PM

Tax Preparation ServiceTax Preparation ServiceFinancial Planning Services

Hours

Mon 9:00 AM to 7:00 PM
Tue 10:00 AM to 7:00 PM
Wed 10:00 AM to 7:00 PM
Thu 10:00 AM to 7:00 PM
Fri 10:00 AM to 6:30 PM
Sat Closed
Sun Closed
Saturday and Sunday, appointment only.

About Summit Tax and Financial Services

Summit Tax and Financial Services provides professional tax preparation, tax consulting, and financial solutions for individuals and businesses. We focus on accuracy, compliance, and maximizing deductions while helping clients make informed financial decisions.

Areas Served

We serve the entire 50 States

Services

Tax Preparation

We prepare federal and state tax returns for individuals, ensuring accuracy, compliance, and the maximum eligible refund. Whether you have a simple tax return or more complex financial situations, we guide you through every step.

Tax Consult and Planning

Our tax consulting services help you make strategic financial decisions throughout the year. We offer personalized advice on tax-saving strategies, deductions, credits, and ways to optimize your tax situation for future financial growth.

Business Tax Preparation

We provide tax preparation for small businesses, self-employed professionals, and entrepreneurs. Our service includes careful review of business income, expenses, and deductions to minimize liabilities while staying fully compliant with tax laws.

Audit Support

If you face an audit, we provide professional guidance and representation. We help prepare documentation, communicate with tax authorities, and guide you through the audit process to reduce stress and ensure compliance.

Business Formation Guidance

We assist entrepreneurs and small business owners with choosing the right business structure (LLC, S-Corp, etc.) to optimize taxes and protect personal assets. Our guidance helps you start your business on a strong financial foundation.

Access to Funding Solutions

We help individuals and small businesses explore funding opportunities, including loans and grants, to support business growth or personal financial needs. Our goal is to connect clients with the resources that best fit their financial situation.

FAQ

Refund advance loans are optional and are not part of tax preparation services. Clients are responsible for reviewing and agreeing to all lender terms and conditions prior to acceptance.

Simply complete our secure intake form and upload your documents. We’ll review your information and contact you with next steps.

Yes. We assist with business funding options, including: • SBA loans • Startup and working capital funding • Alternative financing solutions Funding approval is based on lender criteria.

While audits are rare, we will: • Review your return • Assist with documentation • Guide you through the process Audit outcomes depend on IRS findings, not the preparer.

No tax professional can legally guarantee a refund. We guarantee accuracy, compliance, and due diligence based on the information you provide.

Yes. We offer remote/virtual tax services nationwide, allowing you to upload documents securely and communicate electronically.

Yes. We use secure systems and follow strict confidentiality and IRS data protection standards. Your information is never shared without authorization.

Yes. We prepare prior-year returns and amended returns (1040-X) when needed.

Yes. We assist with: • Payment plans • Balance-due strategies • IRS notices and correspondence • Tax planning to reduce future tax liability Owing taxes does not mean you are out of options.

Yes. Age requirements are strict: • Child Tax Credit: Child must be under age 17 • Earned Income Credit (EIC): Age, income, and relationship rules apply Eligibility is based on IRS guidelines—not preference.

Payments Accepted

American ExpressDiscoverPersonal ChecksCashMastercardVisa

Find Us