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Worry free tax preparation you can trust

Integrated Tax Solutions exists to merge tax planning and preparation as you build your financial future.

Is this what comes to mind when you hear tax preparation?

Tax preparation can be stressful and chaotic process, leaving many individuals feeling overwhelmed and unprepared. We understand the challenges that come with each tax season. With our expert guidance and support, you can transform tax chaos into a sense of security and peace of mind.
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Our delivery is the difference

At Integrated Tax Solutions, we take pride in the fact that a Certified Financial Planner is involved throughout the tax preparation process. Once your return is complete, our CFP will review your return with a set of suggested actions, helping you plan for a successful financial future.
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What We Deliver

Tax Withholding Review

We elevate your current tax withholding and make recommendations as needed.

Tax Reduction Strategies

We will review all available options to reduce your taxes.

Investment Analysis

We offer a complimentary investment analysis for every tax client.

Future Planning

We have professionals to review all aspects of financial planning.

Our Services

Tax Preparation

Bookkeeping

Business Payroll

Business Formation

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Our Services

Tax Preparation

Business Formation

Business Payroll

Bookkeeping

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It’s time you had a team

Our tax and financial professionals have over 125 years of combined experience helping our clients reach their goals.

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All employees of Integrated Tax Solutions are dually employed with Summit Wealth Group. The two companies are not affiliated but have common ownership. Clients may engage the services of either company individually or in conjunction. Planning services described above may require additional engagements although the standard services are included in the price of your engagement with Integrated Tax Solutions. Summit Wealth Group, LLC is a Registered Investment Advisor (“RIA”), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s), and ADV Part 3 Form CRS prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy. If you have any questions regarding Compliance and Regulatory information, please contact Summit Wealth Group, LLC. Contact SWG Form CRS the same as form CRS. Let the subject in CRS say requesting your form CRS.
© Copyright 2024 Integrated Tax Solutions, LLC.

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Luke Spinardi, Private Client Manager, Integrated Tax Solutions
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Solomon Pittman, Tax Specialist, Integrated Tax Solutions
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Meet Solomon

Solomon is joining Summit Wealth Group as a Client Services Associate. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.