06/17/2026
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.