Sarah Brookes governo

Sarah Brookes-Governo, EA is publicly listed with Summit Wealth Group, a firm serving clients from its White River Junction, Vermont presence.

For tax-related support, Summit Wealth Group’s Form CRS states that the firm offers income tax preparation and planning as a separate service.

Sarah Brookes-Governo, EA is publicly listed with Summit Wealth Group, a firm serving clients from its White River Junction, Vermont presence. The firm describes its work around vision-based financial life plans, sustainable accumulation and distribution strategies, and ongoing monitoring tied to each client’s plan.

For tax-related support, Summit Wealth Group’s Form CRS states that the firm offers income tax preparation and planning as a separate service. Listed capabilities include tax preparation and filing, tax planning, electronic filing, and audit representation.

• Tax preparation and filing
• Tax planning
• Electronic filing
• Audit representation