Locations
Sterling Heights (Within Summit Financial)
43409 Schoenherr Road, Sterling Heights, MI 48313
(586) 751-1040
Two page organizer for your 2023 tax return.
2023 Tax Info
A 3 page questionnaire to help us jump start your tax process
Tax Questionnaire
Learn what your rights as a taxpayer are before dealing with the IRS. For more information call or contact us at our Sterling Heights, Warren, or Richmond location.
Taxpayer Bill of Rights
Track your refund from the IRS.
IRS Refund Tracker
Track your refund from the State of Michigan.
Michigan Refund Tracker
All IRS tax forms, instructions, and publications
Michigan Refund Tracker
Use the estimator to determine if you may be subject to an ACA penalty for not having the required health insurance in 2015. Use the link (Qualifying for an Exemption) found under "What are the Exemptions to the Provision" to determine if you may not be subject to the ACA penalty.
ACA Penalty Estimator and Exemptions
How the Affordable Care Act -- Obamacare may impact your taxes ---At a glance with a step by step flow chart
Affordable Care Act / Obamacare
IRS Publication 5187 Health Care Law: "what's New for Individuals and Families"
2014 Tax Impact of Obamacare
Determine if you are subject to the new tax in 2014 on individuals not covered by a health insurance plan and do not meet an exemption.
Affordable Care Act - Obamacare
Find transcripts of your IRS tax documents back to 2004. If you have lost or misplaced prior year tax information, you can get a transcript of all the tax information the IRS has on file for you.This is especially helpful for late filers that have multiple tax years unfiled. Transcripts include W-2s, 1099s, 1099Rs and 1098s.
IRS Transfer Link
Use this secure service to pay your tax bill or make an estimated tax payment directly from your checking or savings account at no cost to you. You’ll receive instant confirmation that your payment has been submitted. Just follow the easy steps. Bank account information is not retained in IRS systems after payments are made.
IRS Direct Pay
IRS Offer in Compromise procedure
IRS Offers in Compromise
IRS Offer in Compromise procedure
Salvation Army
Everything you need to know about Energy Credits
Federal Energy Tax Credits
Our talented staff is always on the lookout to protect your assets from unnecessary risks. Our goal is for our clients to ethically minimize their tax liability. Once your new business set-up is complete, we have the expertise to handle all of your business accounting and tax preparation needs. From record-keeping to tax filings, we are here for you.
Sterling Heights (Within Summit Financial)
43409 Schoenherr Road, Sterling Heights, MI 48313
(586) 751-1040