Secure Document Upload
Secure Client Portal
For your privacy, all sensitive tax documents should be uploaded through our secure encrypted client portal. Please do not email Social Security numbers, tax forms, IDs, or financial documents directly.
Your documents are submitted through a secure encrypted portal for privacy and protection.
Contact
Begin with a quiet, no-obligation conversation.
We welcome an introductory call to learn about your situation and discuss whether Summit is the right fit. There is no pressure and no cost to connect.
- Telephone
- (512) 702-0637
- info@summittaxadvisor.com
- Office
- Bee Cave, Texas
Serving Austin & the surrounding Hill Country - Hours
- Monday – Friday · By appointment