Broker Check

Our Income Tax Process


To Get an Update On Your Tax Return, Leave a Message at (803) 233-1356.

A Staff Member Will Call You Back in One Business Day. 


Please follow these TIPS When Submitting Tax Information 

  • No envelopes 
  • No sticky notes 
  • No staples 
  • Lay tax documents flat and paperclip relevant documents together 
  • Hand write notes in pencil on relevant document

1. Submit Tax Information

You do not need an appointment to drop off your tax information.


Click here for our Tax Information Packet for 2023. 


Use one of the following methods to submit your tax documents to Summer and Company:


  • Drive-Through Drop Box (preferred method) 


  • Online using our Secure Portal. Email us at taxinfo@summerandcompanysc.com with the subject line “Client Portal.” We will send you an email invitation.

2. Processing Tax Return

Typically, it takes us 2 - 3 weeks to process a tax return. Times can be longer or shorter depending on the completeness information and the complexity of the return.


Please be sure to include the following:


  • Voided check (we need a new one each year)
  • Documentation that your children live with you (doctor's bill, letter from school, child's driver's license)
  • Driver's license




3. Sign Your Return

We cannot file your tax return without a signature.


You can sign one of the following ways:


  • In person


  • Electronically


You can return your signature documents by mail (1508 Lindsay St, Newberry, SC 29108), by fax (803-276-9555), or by putting them in our drive-though drop box.