Summit Tax and Financial Services

🚨 The IRS Isn’t the Problem… Lack of Planning Is.

Here’s a question:

If I asked you today, “Do you have a tax strategy?” would your answer be yes—or are you hoping everything works out when tax season arrives?

Most people don’t intentionally overpay taxes.

They simply don’t know what they don’t know.

That’s why planning matters.

Whether you’re an employee, self-employed, retired, or a business owner, understanding your tax situation throughout the year can help you make more informed financial decisions.

Don’t wait until you’re facing a deadline or an IRS notice to start asking questions.

The best time to plan is before you need to.

📞 Ready to talk about your tax strategy?

Summit Tax & Financial Services
📞 312-857-4174
📧 [email protected]

What financial question has been on your mind lately? Drop it in the comments or send me a message.

📣 A Quick Reminder…

Tax questions don’t only come up during tax season.

IRS notices can arrive at any time.
Life changes can happen at any time.
Business decisions are made throughout the year.
Financial questions don’t wait until January.

That’s why tax planning and tax consulting shouldn’t be seasonal conversations.

Whether you’re reviewing your financial situation, trying to understand an IRS notice, planning for the future, or simply have questions, guidance is available year-round.

Being proactive today can help prevent surprises tomorrow.

📞 312-857-4174

📧 [email protected]

Summit Tax & Financial Services

☀️ Good Morning & Happy Monday! ☀️

Here’s a question to start your week:

🤔 If the IRS sent you a letter today, would you know exactly what to do?

Most people wouldn’t—and that’s okay. Taxes can be confusing, and many people don’t realize they have options until they’re facing a problem.

That’s why financial education and proactive planning matter.

The best financial decisions are made before a deadline arrives, before a notice shows up, and before tax season begins.

This week, challenge yourself to be proactive instead of reactive when it comes to your finances.

Knowledge is power, and preparation creates confidence.

Wishing everyone a productive, prosperous, and stress-free week ahead! 💙

💙 Happy Father’s Day! 💙

Today, we celebrate the fathers, grandfathers, stepfathers, mentors, and father figures who lead with strength, sacrifice, and unconditional love.

Thank you for the lessons you’ve taught, the support you’ve given, and the example you’ve set through hard work, resilience, and dedication.

A father’s impact extends far beyond today—it lives on through the values, wisdom, and legacy passed down to future generations.

To every father who shows up, provides, protects, encourages, and loves: your efforts do not go unnoticed.

Wishing all fathers a day filled with love, appreciation, joy, and well-deserved recognition.

Happy Father’s Day! 💙

☀️ Good Morning and Happy Saturday! ☀️

This morning, I want to remind you that financial success isn’t just about how much money you make—it’s about how well you manage, protect, and plan for it.

Many people spend more time planning their vacations than they do planning their finances. Then tax season arrives, and they’re left scrambling for answers.

The truth is, tax planning is a year-round opportunity, not a last-minute task.

Being proactive can help you:
✔ Understand your tax situation
✔ Identify potential savings opportunities
✔ Make informed financial decisions
✔ Reduce stress when tax season arrives

The choices you make today can have a significant impact on your financial future tomorrow.

As you enjoy your weekend, take a moment to think about your goals. Are your finances aligned with where you want to be?

📞 312-857-4174
📧 [email protected]

Here’s to a productive, peaceful, and prosperous Saturday! 💙

Summit Tax & Financial Services
“Turning financial uncertainty into financial confidence.”

Good Morning!!😃🌞

As we recognize Juneteenth, we honor a significant moment in American history—a day that represents freedom, resilience, hope, and progress.

It’s also a reminder that meaningful change often takes time, perseverance, and the courage to keep moving forward even when the journey is difficult.

Today, I encourage everyone to reflect on how far we’ve come, appreciate the opportunities we have today, and continue working toward a future where everyone has the chance to grow, succeed, and thrive.

As professionals, business owners, and leaders, let’s use our voices, talents, and platforms to uplift others, create opportunities, and make a positive impact in our communities.

May this Friday be filled with gratitude, purpose, and reflection.

Happy Juneteenth and have a blessed day. ❤️🖤💚



“Never forget that freedom is not only a celebration of the past, but also a commitment to building a better future.” ✨

☀️ Good Morning!

Today, I want to talk about something that often gets pushed to the bottom of our to-do list: self-care.

Whether you’re a woman or a man, self-care is essential. We spend so much time taking care of our families, careers, businesses, ministries, and responsibilities that we sometimes forget to care for ourselves.

Self-care isn’t selfish. It’s necessary.

It can be as simple as taking a walk, reading a book, praying, journaling, getting enough rest, setting healthy boundaries, or taking a few moments to breathe and reflect.

I’ve learned that when we take care of ourselves, we are better equipped to show up for everyone else.

That’s one of the reasons I wrote She Who Rises: A Self-Care Journey to Wholeness. This book was created to encourage women to embrace healing, growth, reflection, and self-care on their journey to becoming the best version of themselves.

📖 If you’re ready to invest in your well-being, I invite you to grab your copy today:
https://a.co/d/7KkXepS

Remember: You cannot pour from an empty cup.

Have a blessed and productive Thursday! ❤️🙏🏽

What is one thing you’re doing for yourself today?

She Who Rises: A Self-Care Journey to Wholeness She Who Rises: A Self-Care Journey to Wholeness

From Vision to Legacy.

What started as a passion for helping people navigate their financial journey has grown into a mission to empower individuals and businesses with the knowledge, strategies, and support they need to succeed.

As the Founder of Summit Tax & Financial Services, I believe that financial confidence begins with education, planning, and having the right partner by your side.

Whether you’re preparing your taxes, starting a business, seeking funding, or creating a long-term financial strategy, every step you take today can help build a stronger future tomorrow.

Thank you to every client who has trusted me to be part of your financial journey. Your success is the reason I do what I do.

Building Strong Financial Futures One Client at a Time.

Lisa B.
Tax Consultant & Financial Strategist
Summit Tax & Financial Services

Schedule your consultation today and let’s turn your goals into a strategy.

Many people think financial success happens by chance.

In reality, it starts with the right guidance, a solid plan, and informed decisions.

The right guidance can help you avoid costly mistakes, stay compliant, and make better financial decisions for your future.

What financial goal are you currently working toward?

This combination positions you as a trusted tax consultant and financial professional without sounding overly sales-focused.