Book a free consultation with Summer Associates
Tell us about your situation and we'll show you which strategies for physicians, attorneys, and professional firm owners are worth a closer look. The first consultation is free, with no obligation.
What happens next
Start with a conversation
Call (203) 327-4311 or send us a note. Tell us what you are working on and what you want to solve.
We review the details
We look at your practice and personal returns, owner compensation, and staff payroll to see which strategies fit and what they could be worth.
You get a plan
We model the options on your numbers, federal and Connecticut, and set out the steps and the deadlines that apply.
Helpful to have ready for the call
- Your most recent federal and Connecticut returns, personal and practice
- Each owner's age and compensation, plus staff headcount and total payroll
- A summary of your current 401(k) or profit-sharing plan
- Any plans to buy a building, add a partner, or sell the practice
Our office
Summer Associates Tax Services
48 Union St, #1C, Stamford, CT 06906
Our office is in Stamford, convenient to clients throughout Fairfield County, including Greenwich, Darien, New Canaan, Norwalk, Westport, and Fairfield.
Before you send anything
Please don't email Social Security numbers, account numbers, or documents such as employee census files, payroll records, or prior tax returns. If we need documents, we'll give you a secure way to send them. See our privacy policy.