Privacy Policy

Summit Tax & Accounting, Inc.
Effective Date: February 12, 2026

Summit Tax & Accounting, Inc. (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, or engage our services. 

Information We Collect

We may collect personal information including, but not limited to:

• Name, email address, phone number, and mailing address
• Tax and financial documents and information provided for bookkeeping, accounting, tax preparation, and consulting services 
• Appointment and communication details
• Billing and payment information (processed through secure third-party providers)
• Website usage data such as IP address, browser type, device type, and pages visited

How We Use Your Information

We may use your information to:

• Provide bookkeeping, accounting, tax preparation, and consulting services 
• Respond to inquiries and communicate with you, including via SMS when initiated by you 
• Request documentation needed to provide services
• Improve our website and services
• Comply with legal, regulatory, and professional obligations

How We Share Your Information

We do not sell your personal information.

We may share your information only as necessary to provide services and operate our business, including with:

• Secure client portal and document management providers
• Payment processors and billing platforms
• Technology and IT service providers
• Government agencies as required for tax filings or legal compliance
• Professional advisors such as legal, compliance, or accounting consultants

SMS consent is not shared with third parties or affiliates for marketing purposes.

SMS Terms of Service

By initiating contact via text message to Summit Tax & Accounting, Inc. at 951-462-5865, you agree to receive conversational SMS messages related to your inquiry about our bookkeeping, accounting, tax preparation, and consulting services.

SMS messages are sent only in response to client-initiated communications. We do not use SMS for marketing, bulk messaging, automated campaigns, appointment reminders, billing notifications, or account alerts. 

Message frequency varies based on your interaction with us. Message and data rates may apply.

Reply STOP to opt out.

Reply HELP for assistance.

For additional support, contact us at: 

Email: abram@summit-taxcpa.com
Phone: 951-462-5865

Visit https://summit-taxcpa.com/privacy-policy for our Privacy Policy and Terms of Service. 

Cookies and Website Analytics

Our website may use cookies or similar tracking technologies to improve website functionality and analyze site traffic. You may disable cookies through your browser settings, but doing so may limit certain features of the website.

Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Choices and Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable laws and professional recordkeeping requirements. To make a request, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy, please contact:

Summit Tax & Accounting, Inc.

231 E Alessandro Blvd Ste A #215

Riverside, CA 92508 

Email: abram@summit-taxcpa.com

Phone: 951-462-5865