Fiduciary Statement


Privacy Policy

Your personal and financial privacy are extremely important to us. The following is designed to inform you how Summit Tax Solutions uses the information that we collect from you. Before providing any information to us, please review the privacy policy below, in its entirety. By using this website,, you are accepting the practices described in the policy.

Information Collection & Use


Though it is a rare occurrence, we may collect non-personal information, such as a domain name and IP Address. The domain name and IP address reveals nothing personal about you other than the IP address from which you have accessed our site. We may also collect information about the type of Internet browser you are using, operating system, what brought you to our Website, as well as which of our Web pages you have accessed. This information is used strictly to better understand our target markets, improving our services and for customer service. Additionally, if you interact with our Website, we will collect any information that you provide to us in any such communication. We may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.


We follow generally accepted industry standards to protect the information that you submit to us. Sensitive information (such as credit card data, birth dates, social security numbers, etc.) that you provide to us electronically is encrypted and sent through secure servers. You can verify this by identifying the closed lock icon at the bottom your web browser or noting the "https" at the beginning of the web address. We also protect the information you provide us offline. Only employees who need your information to perfrom a specific service on your behalf are granted access to your personal information. All computers, files and servers are kept in a secure environment.


We do not and will not engage in the practice of selling or providing your information to third parties for any reason. 

We will disclose personal information and/or an IP address, when required by law or in the good-faith belief that such action is necessary to:

  • Cooperate with the investigations of purported unlawful activities and conform to the edicts of the law or comply with legal process served on our company
  • Protect and defend the rights or property of our Website and related properties
  • Identify persons who may be violating the law, the rights of third parties, or otherwise misusing our Website or its related properties

Please keep in mind that whenever you voluntarily disclose personal information online that information can be collected and used by others. You are solely responsible for maintaining the secrecy of your personalinformation. Please be careful and responsible whenever you are online.


Our Website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of other sites. You are encouraged when you leave our site, to read the privacy statements of any other site that collects personally identifiable information.


By using this Website, you consent to the collection and use of information as specified above. If we make changes to our Privacy Policy, we will post those changes on this page. If you feel we are not abiding by the above policy, please contact via phone at (435) 214-0123.