Summit Tax and Financial Services

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.

Good morning, everyone! ☀️

Success isn’t built in a single day—it’s built through the small, consistent actions we take every day. Stay focused on your goals, trust the process, and remember that every step forward, no matter how small, is still progress.

As you start your day, choose gratitude over worry, faith over fear, and action over procrastination. Your future is being shaped by what you do today.

If you or someone you know needs assistance with tax preparation, tax planning, bookkeeping, business formation, business funding, SBA loans, or financial guidance, I’m here to help. Feel free to reach out—I’d be happy to discuss how I can support your personal or business financial goals.

📞 773-780-7975
📧 [email protected]

Wishing you a productive, positive, and prosperous day ahead! 💙

Lisa Bibbs
Summit Tax & Financial Services

Good Morning!

Before you check your emails, answer calls, or tackle your to-do list, take a moment to thank God for another day.

You may not be where you want to be yet, but you’re not where you used to be.

Every lesson, every setback, every victory, and every challenge has helped shape the person you are becoming. Keep showing up, keep doing the work, and keep trusting the process.

Your breakthrough may be closer than you think.

Walk into today with confidence, faith, and gratitude.

Have a blessed, productive, and prosperous day! 🙏🏽✨

☀️💙

☀️ Good Morning!

Every day is a new opportunity to build, grow, and move one step closer to your goals.

As a business owner, remember this: Success isn’t just about how much money you make—it’s about how wisely you manage, protect, and grow it.

Start your day with purpose, stay focused on your vision, and don’t let temporary challenges distract you from your long-term success.

Make today productive, make it profitable, and most importantly, make it count.

Have a blessed and successful day!

— Summit Tax & Financial Services

☀️💼📈✨

💡 Tax Strategy Tip: It’s Not About How Much You Make—It’s About How Much You Keep

Many individuals and business owners focus on increasing income, but few take advantage of legitimate tax strategies that can help reduce their tax liability and build long-term wealth.

Here are a few tax-saving strategies worth considering:

✔️ Maximize retirement contributions to potentially lower taxable income.

✔️ Keep accurate records of business expenses and deductions throughout the year.

✔️ Review your tax withholding and estimated tax payments regularly to avoid surprises.

✔️ Consider strategic timing of income and expenses when appropriate.

✔️ Stay informed about available tax credits that may apply to your situation.

The most successful taxpayers don’t wait until tax season—they plan year-round.

At Summit Tax & Financial Services, we help individuals and small business owners understand their tax situation, identify opportunities, and make informed financial decisions.

📞 312-857-4174

Good morning! ☀️

People often ask me why I started Summit Tax & Financial Services.

The answer is simple. I started this business because I wanted to help people navigate tax and financial decisions with confidence. I saw too many individuals and business owners feeling overwhelmed, confused, or unsure of where to turn when faced with tax-related questions and challenges.

I believe everyone deserves access to reliable guidance and someone who will take the time to educate them, not just provide answers. That’s why I am passionate about helping clients understand their options and make informed decisions that support their financial goals.

Whether it’s reviewing IRS notices, discussing tax planning strategies, evaluating estimated tax obligations, or providing business structure guidance, my goal is to help bring clarity to situations that can often feel stressful and complicated.

There is nothing more rewarding than helping someone gain peace of mind and confidence about their financial future.

If you have questions about your tax situation or would like professional guidance, I’m here to help.

📧 [email protected]
📞 312-857-4174

Wishing everyone a blessed and productive day! ✨

— Lisa Bibbs
Summit Tax & Financial Services

🌟 MONDAY MOTIVATION 🌟

A new week brings new opportunities, new goals, and new possibilities.

What you do today can impact your success tomorrow. Whether you’re building a business, working toward financial freedom, or creating a better future for your family, every step forward matters.

Don’t wait for the perfect moment. Start where you are, use what you have, and keep moving forward.

At Summit Tax & Financial Services, we believe that smart planning leads to strong results. Let this be the week you take control of your financial future.

✅ Set your goals
✅ Create a plan
✅ Take action
✅ Stay consistent

Your future is worth the investment.

📞 312-857-4174
📧 [email protected]
📅 Schedule Your Consultation:
https://calendly.com/info-summittax/paidtaxestimateconsultation

💛 Here’s to a productive, profitable, and successful week ahead!

🔥 DEAL OF THE WEEK 🔥

Take control of your financial future with Summit Tax & Financial Services!

📢 This Week Only

Book your $75 Paid Tax Estimate Consultation and receive:

✅ Personalized Tax Savings Review
✅ Financial Goal Assessment
✅ Customized Action Plan
✅ Complimentary 15-Minute Follow-Up Session

Whether you’re an individual, entrepreneur, independent contractor, or small business owner, we’re here to help you make informed financial decisions with confidence.

💰 Investment: $75

📞 312-857-4174
📧 [email protected]

📅 Book Here:
https://calendly.com/info-summittax/paidtaxestimateconsultation

Let’s build your financial summit together.