Book a free consultation with Summer Associates
Tell us about your situation and we'll show you which strategies for retirees and pre-retirees 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 last return, retirement account balances, and Social Security statement 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
- Year-end balances for your IRAs, 401(k)s, and other retirement accounts
- Your Social Security statement or current benefit amount
- For an estate, the date of death and a rough list of assets and values
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 account statements, Social Security statements, or prior tax returns. If we need documents, we'll give you a secure way to send them. See our privacy policy.