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 2026.
Use one of the following methods to submit your tax documents to Summer and Company:
- Client Portal (Preferred Method). Questionnaires will be sent out to all tax clients mid-January. If you did not receive, or are a new client, please email us at taxinfo@summerandcompanysc.com with the subject line "Client Questionnaire". We will email you our client questionnaire.
- Drop off at our office. If you are a new client, please bring your tax records from the current year AND the previous year. We will also need the items listed in Column 2.
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 or ID card)
- Driver's license
- A current phone number
- Your complete Social Security number
3. Sign Your Return
We cannot file your tax return without a signature.
You can sign one of the following ways:
- Electronically through our Client Portal (preferred method)
- In person
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.