Broker Check

2 New Ways to Get Your Tax Information to Us This Year (Click Here)

2 New Features to Simplify Your Life and Provide Peace of Mind this Tax Season (Click Here)

2020 Tax Organizer (Click Here)

Because of COVID-19, we ask for one person or family to be in our lobby at a time. Couples and families may come in together. We also are offering electronic signature for those who would like to sign their return without coming into the office.

Thank you for your support during this unique time.

<strong>We Work For You.</strong>

We Work For You.

We are a third-generation family owned company that offers financial planning and tax services to people and companies in Newberry and the surrounding areas. Henry B. Summer and Company began in 1954 when Henry's father, Walter Summer, began the company. Henry's daughter, Buffy, started working at Henry B. Summer and Company in 2004.

Our company is rooted in the community and works with many of the same families we’ve worked with for generations. You’re likely to see us at the grocery store or at the Christmas tree lighting downtown or at The Grille on Main having lunch. And we bring decades of experience.

<strong>Our First Priority? You.</strong>

Our First Priority? You.

We've found that it can be hard for people to make sense of the financial world. There's jargon everywhere. Because there are a lot of ways to save for retirement and college, the choices and terms can be confusing. And how they impact your taxes makes it even harder. We strive for simple answers that apply to our clients that save them on their taxes.

Tax Integration

Tax Integration

Tax integration offers a clearer holistic view into your complete financial picture. Part of our expertise is capturing data that other financial advisors may not, based on key information gathered from your Form 1040.

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Goals-Based Planning

Goals-Based Planning

Through a goals-based approach, we expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.

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Smart Investing

Smart Investing

Most Advisors look at your finances the same way. By integrating taxes and financial planning, we are able to identify opportunities for smart investing.

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Have a Question?

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Information 24/7

You can send us information 24/7 through our "Taxes Made Simple" client online access by logging on at

Call us at 803-276-4246 or email us at if you'd to login but you aren't sure how.