Summit Tax and Financial Services

09/08/2026

LIMITED TAX STRATEGY SESSIONS AVAILABLE THIS WEEK

If you’re self-employed, a small business owner, or simply want to be more intentional about your taxes, now is the time to stop waiting until tax season to think about your tax situation.

Summit Tax & Financial Services is opening 5 Tax Strategy Session appointments this week.

During your 45–60 minute session, we can discuss:

• Your current tax situation
• Tax planning opportunities
• Questions about your tax obligations
• IRS notices or balances
• Strategies to help you prepare financially
• Your goals for the upcoming tax year

Tax planning should be a year-round conversation—not something you think about once a year.

Tax Strategy Session: $149

Only 5 appointments are available this week.

If you’ve been saying, “I need to get my taxes in order,” this is your opportunity to get started.

Book your session today.

Summit Tax & Financial Services
Tax Consulting | Tax Strategy | IRS Assistance | Financial Education

312-857-4174
[email protected]
summittax.manus.space

08/29/2026

☀️ SATURDAY REAL TALK FOR BUSINESS OWNERS

You started the business.

You got the LLC.
You opened the bank account.
You started taking clients.
Money started coming in.

…and then life happened.

Now your receipts are everywhere.
Your books are behind.
You’re not sure if you’re actually making money.
Tax questions keep popping up.
An IRS letter shows up and suddenly you’re nervous about opening the mailbox.

And somewhere along the way, “I’ll deal with it later” became the financial strategy.

No judgment. It happens.

But “later” can become expensive.

This is why having the right financial support matters — not just when there’s a problem, but throughout the year.

From bookkeeping and tax consulting to tax planning, strategy sessions, IRS notice assistance, balance reviews, payment and resolution guidance, tax education, and financial goal planning related to taxes, the goal is to help you understand what’s happening and make smarter decisions about what happens next.

So here’s your Saturday challenge:

☑️ Check your books.
☑️ Look at your numbers.
☑️ Open that letter.
☑️ Review that financial goal you keep postponing.
☑️ And if you know you need professional guidance, stop putting it off.

Your business doesn’t need another “I’ll get to it Monday.”

It needs a plan. 📊

📩 Message me when you’re ready to get serious about your numbers.

08/06/2026

🚨 SMALL BUSINESS OWNERS, ENTREPRENEURS & SELF-EMPLOYED PROFESSIONALS 🚨

Are you paying more in taxes than you need to?

What if one conversation could uncover opportunities to keep more of your hard-earned money?

At Summit Tax & Financial Services, we believe tax planning should happen year-round—not just during tax season.

Our Services

✔️ Tax Planning & Strategy
✔️ IRS Notice Reviews
✔️ Estimated Tax Planning
✔️ Business Structure Guidance (LLC, S Corporation & More)
✔️ Financial Goal Planning
✔️ Tax Education & Consulting

Investment

💼 Initial Consultation – Starting at $75

📈 Comprehensive Tax Strategy Session (45–60 Minutes) – $149

🎉 AUGUST SPECIAL 🎉

The first 10 people to book and pay for their consultation by August 31, 2026, will receive 15% OFF their initial consultation!

Don’t wait until tax season to ask the questions that could save you time, money, and unnecessary stress.

📩 Comment “PLAN” below, and I’ll send you the details to schedule your consultation.

Or send me a direct message to get started today.

Lisa Bibbs
Founder & Tax Consultant
Summit Tax & Financial Services

“Planning Today. Building a Stronger Tomorrow.”

08/04/2026

💡 Business Owners, Let me ask you a question…

When was the last time you sat down and created a tax strategy for your business?

If your answer is, “I’ll worry about it when it’s time to file my taxes,” you’re probably leaving opportunities on the table.

Tax planning isn’t about finding deductions at the last minute. It’s about making informed decisions throughout the year that can impact your business, your cash flow, and your financial future.

At Summit Tax & Financial Services, the focus is on proactive planning—not just reacting when tax season arrives.

If you’re serious about growing your business, start treating your tax strategy the same way you treat your marketing, operations, and finances.

Planning isn’t an expense—it’s an investment in your business.

I’d love to hear from other business owners.

What’s one financial or tax question you’ve been putting off?

06/26/2026

🚨 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.

06/24/2026

📣 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

06/22/2026

06/22/2026

☀️ 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! 💙

06/21/2026

💙 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! 💙

06/20/2026

☀️ 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.”