Advanced Tax Strategies for High Net Worth Individuals & Real Estate Investors
Summit Advanced Tax Strategy
Strategic Tax Planning
Tax Preparation
Entity Structuring
Accounting Systems Setup
Ongoing Bookkeeping
Fixed Assets Consulting
Billy Withers, EA, MT
Welcome to Summit Advanced Tax Strategy. My name is Billy Withers and over the span of my career I have helped 100s of real estate investors & business owners organize their financial systems and reduce their tax liabilities. By leveraging my expertise and the flexibility of a virtual firm, I am able to provide you the comfort of knowing that your growth and needs will be serviced promptly and effectively. Our processes and services are designed to provide you with peace of mind that your business will benefit from the application of nuanced tax law interpretations.
Working With Us!
We offer many services to help you mitigate taxes, stay organized, and keep more of your hard earned money! We list our core services below but offer many others.Use the application form to let us know what help you need!
Strategic Tax Planning | $5,000
Ideal for: New real estate investors who want a strategic plan to help reduce taxes
- 1:1 Scheduled calls to develop your strategic tax plan
- Tax Analysis on buying, selling, and the use of various strategies
- Entity structuring review from a tax perspective
- Accounting Consulting to improve processes & manage growth
Custom Tax Planning | Starting at $7,500
Ideal for: established investors with complex business needs
- Custom scoped to fit all strategic tax planning needs
- Quarterly 1:1 check ins and financial review
- Advanced accounting consulting tailored to specific needs
- Review & Ongoing entity structuring to manage growth
Tax Preparation | Starting at $3,000
We price tax returns by the complexity of your situation. We prepare Individual, Partnership and Corporation returns for all 50 States. Each return is custom scoped starting at a minimum of $3,000.