Book a free consultation with Summer Associates
Tell us about your situation and we'll show you which strategies for W-2 employees 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 latest pay stub, benefit elections, equity statements, and last return 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, plus New York if you commute
- Your latest pay stub showing year-to-date wages, withholding, and deferrals
- Your employer's open enrollment or benefits materials
- Equity award statements for RSU vests or ESPP purchases, if you have them
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 pay stubs, W-2s, or equity award statements. If we need documents, we'll give you a secure way to send them. See our privacy policy.