Effective Date: September 27, 2026
Welcome to the website of Summit Tax Advisory LLC (“Summit Tax Advisory,” “Summit,” “we,” “us,” or “our”).
These Website Terms of Use (“Terms”) govern your access to and use of summittaxadvisor.com and the information, resources, forms, and features made available through the website (collectively, the “Website”).
By accessing or using the Website, you agree to these Terms. If you do not agree with these Terms, please do not use the Website.
These Terms govern your use of the Website only. They do not replace or modify the Client Terms & Conditions that govern professional services provided by Summit Tax Advisory.
1. Purpose of the Website
The Website provides information about Summit Tax Advisory and its tax, business, bookkeeping, advisory, document preparation, notary, and related services.
The Website may allow visitors to:
- Learn about Summit Tax Advisory's services
- Contact Summit Tax Advisory
- Request a consultation or appointment
- Submit general inquiries
- Access client resources
- Access the secure client portal
- Make or access payment-related services
- Review general educational and informational content
Information provided through the Website is intended for general informational purposes and may not apply to your individual circumstances.
2. Tax and Professional Information
Information published on the Website is provided for general educational and informational purposes.
Website content does not constitute individualized tax, legal, investment, or financial advice and does not create a professional engagement between you and Summit Tax Advisory merely because you visit the Website, read its content, submit an inquiry, or communicate through a general website form.
Summit Tax Advisory provides tax preparation, tax planning, tax advisory, bookkeeping, and related professional services within the scope of an established engagement.
Individualized services are subject to acceptance by Summit Tax Advisory and may be governed by separate Client Terms & Conditions, engagement documentation, invoices, authorizations, and other applicable documents.
3. Accuracy and Changes to Information
Summit Tax Advisory makes reasonable efforts to provide accurate and current information on the Website.
However, we do not guarantee that Website information will always be complete, accurate, current, or applicable to your particular circumstances.
Tax laws, regulations, government procedures, deadlines, fees, and other information may change.
Summit Tax Advisory may update, correct, or remove Website content at any time.
Before relying on Website information to make a material tax, financial, business, or other decision, you should obtain advice appropriate to your individual circumstances.
4. No Guarantee of Results
Nothing on the Website guarantees a particular tax refund, tax liability, tax treatment, government approval, business formation outcome, filing result, or other result.
Any examples, illustrations, estimates, or discussions of potential tax outcomes are provided for general informational purposes only.
Actual results depend on individual facts, documentation, applicable law, and decisions made by governmental authorities.
5. Consultations, Appointments, and Service Requests
Submitting a contact form, consultation request, appointment request, or other inquiry through the Website does not automatically establish a professional engagement or guarantee that Summit Tax Advisory will provide services.
A professional engagement is established only when Summit Tax Advisory accepts the engagement and the applicable requirements have been satisfied.
Services may be subject to separate fees, Client Terms & Conditions, engagement documentation, required authorizations, and other applicable requirements.
6. Secure Client Portal
Summit Tax Advisory may provide access to a secure client portal for submitting or receiving confidential documents.
When a secure portal is available, clients should use it when submitting sensitive tax, financial, identification, or other confidential information.
You are responsible for maintaining the confidentiality of your login credentials and for promptly notifying the applicable provider or Summit Tax Advisory if you believe your account has been accessed without authorization.
The secure client portal may be operated by a third-party provider and may be subject to that provider's own terms and privacy policies.
7. Information Submitted Through the Website
If you submit information through the Website, including through contact, consultation, or appointment forms, you agree to provide information that is accurate and not misleading.
Please do not submit highly sensitive information, including Social Security numbers, complete tax returns, financial account credentials, passwords, or other confidential tax documents through an ordinary website contact form unless Summit Tax Advisory specifically instructs you to do so.
When available, use the designated secure client portal for sensitive documents.
8. Intellectual Property
The Website and its content, including text, graphics, logos, photographs, designs, branding, layout, and other materials, may be owned by or licensed to Summit Tax Advisory and may be protected by applicable intellectual property laws.
You may access and use the Website for personal or legitimate business purposes.
You may not reproduce, modify, distribute, publish, sell, license, create derivative works from, or commercially exploit Website content without prior written permission from Summit Tax Advisory, except as permitted by applicable law.
The Summit Tax Advisory name, logo, branding, and related materials may not be used in a manner that suggests an unauthorized affiliation, endorsement, or partnership.
9. Prohibited Uses
You agree not to use the Website to:
- Violate applicable laws or regulations
- Attempt to gain unauthorized access to the Website or its systems
- Interfere with the operation, availability, or security of the Website
- Introduce viruses, malicious code, or other harmful material
- Attempt to obtain another person's information without authorization
- Impersonate another person or misrepresent your identity
- Use automated systems to improperly access, scrape, copy, or collect Website content
- Submit fraudulent, misleading, or unlawful information
- Use the Website in a manner that could harm Summit Tax Advisory, its clients, or third parties
Summit Tax Advisory may restrict or terminate access to the Website when reasonably necessary to protect the Website, its users, or its business.
10. Third-Party Websites and Services
The Website may contain links or connections to third-party websites, applications, payment processors, scheduling services, secure document portals, government websites, social media platforms, or other services.
These third parties operate independently from Summit Tax Advisory.
Summit Tax Advisory does not control and is not responsible for the content, availability, security, privacy practices, policies, or actions of third-party websites or services.
Your use of third-party services may be subject to their own terms and privacy policies.
11. Website Availability
Summit Tax Advisory does not guarantee that the Website will always be available, uninterrupted, error-free, or free from security vulnerabilities.
The Website may occasionally be unavailable because of maintenance, updates, technical problems, third-party services, or circumstances outside our reasonable control.
12. Communications
Information submitted through the Website may be used to respond to your inquiry, schedule services, communicate with you, or provide information you requested.
Communications through a general website form do not necessarily establish a professional relationship or engagement.
For information about how Summit Tax Advisory collects, uses, protects, and discloses personal information, please review our Privacy Policy.
13. Privacy and Confidential Information
Your use of the Website is also subject to Summit Tax Advisory's Privacy Policy.
The Privacy Policy explains how we collect, use, protect, retain, and disclose personal information and, where applicable, tax-return information.
Nothing in these Website Terms authorizes Summit Tax Advisory to use or disclose tax-return information in a manner prohibited by applicable law.
Where a separate taxpayer consent is required by law, the applicable consent will be obtained separately.
14. Limitation of Liability
To the extent permitted by applicable law, Summit Tax Advisory will not be responsible for losses or damages arising from your use of or inability to use the Website, reliance on general Website information, interruptions or errors in Website operation, third-party websites or services, or unauthorized access beyond our reasonable control.
Nothing in these Terms is intended to exclude or limit liability that cannot legally be excluded or limited.
15. Changes to the Website
Summit Tax Advisory may modify, update, suspend, or discontinue any portion of the Website at any time.
We may also change Website content, service descriptions, pricing information, availability, or other information from time to time.
16. Changes to These Terms
Summit Tax Advisory may update these Website Terms of Use from time to time.
When changes are made, the updated version will be posted on this page with a revised Effective Date.
Your continued use of the Website after updated Terms are posted constitutes acceptance of the updated Terms to the extent permitted by applicable law.
17. Governing Law
These Website Terms of Use are governed by the laws of the State of Texas, without regard to conflict-of-law principles, except to the extent applicable law requires otherwise.
18. Severability
If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will remain in effect to the extent permitted by law.
19. Relationship to Client Terms
These Website Terms of Use govern your use of the Website.
If you purchase or engage Summit Tax Advisory for professional services, those services are governed by the applicable Client Terms & Conditions, engagement documentation, invoices, required authorizations, and other applicable service-specific documents.
If there is a conflict between these Website Terms and the Client Terms & Conditions regarding professional services, the applicable Client Terms & Conditions or engagement documentation will control.
20. Contact Us
If you have questions regarding these Website Terms of Use, please contact:
Summit Tax Advisory LLC Austin, Texas
Email: info@summittaxadvisor.com Phone: (512) 702-0637 Website: summittaxadvisor.com
Last Updated: September 27, 2026