Summit Tax and Financial Services

10/04/2026

There’s something about being from Chicago that reminds me to appreciate the value of a good game plan.

In business, you can’t always control what happens next — but you can control how prepared you are for it.

Sometimes the next move is simply deciding that you’re ready to stop putting your business finances on the back burner.

If you’ve been thinking about getting your financials organized, creating a better strategy, or finally having someone in your corner throughout the year, this is the time to make that move.

Don’t wait until the fourth quarter.

Play the long game.

I’m welcoming new clients in Chicago and nationwide who are ready to take their business and financial goals seriously.

If you’ve been considering working with me, I’d love to work with you.

Let’s get your financial game plan in place.

Chicago rooted. Nationwide support.

GO BEARS! 🐻🏈

09/27/2026

STOP THINKING YOU’RE BEHIND.

You may simply be in a season of becoming.

Sometimes the goal isn’t to have everything figured out. It’s simply to keep moving forward.

Progress doesn’t always look like a major breakthrough. Sometimes it looks like showing up, learning something new, making one more phone call, taking one more step, or refusing to give up on yourself.

Don’t compare your chapter to someone else’s.

Trust your journey.
Give yourself grace.
Keep learning.
Keep growing.
Keep going.

Your progress may be happening more quietly than you realize—but that doesn’t make it any less meaningful.

So, let me ask you:

What is ONE thing you’re working toward right now?

Share it below. Someone reading your answer may need the encouragement too.

09/26/2026

SATURDAY FINANCIAL CHECK-IN:

Which one sounds most like you right now?

1️⃣ “I need a tax strategy.”

2️⃣ “I need to deal with an IRS notice or balance.”

3️⃣ “My business books need to be organized.”

4️⃣ “Honestly… I need all three!”

This week’s package specials were created to help you take that first step.

Tax Strategy Starter — $149
IRS Resolution Support — $249
Business Financial Check-In — $199

Drop a 1, 2, 3, or 4 in the comments — or book your appointment directly.

📞 312-857-4174
📧 [email protected]

https://squareup.com/appointments/book/L0K88ENBHYC64

09/25/2026

🙏🏽 Friday Devotion

As you step into this Friday, remember: you don’t have to have everything figured out today.

God is already working behind the scenes. What feels delayed may be preparation. What feels uncertain may be an opportunity to trust Him a little deeper.

Take a moment today to breathe, release what you cannot control, and give God room to work.

“Commit thy works unto the Lord, and thy thoughts shall be established.”
— Proverbs 16:3 (KJV)

Keep going. Keep believing. Keep praying. God has you covered.

Have a blessed and beautiful Friday! ❤️🙏🏽

09/21/2026

09/21/2026

THIS WEEK’S PACKAGE SPECIALS ARE HERE!

If you’ve been saying, “I need to get my finances together,” “I need a better tax strategy,” or “I need to finally deal with that IRS notice,” this is your opportunity to take action.

For this week only, I’m offering special package pricing designed to help you get organized, understand your numbers, and move forward with a clear plan.

TAX STRATEGY STARTER — $149
• Tax Strategy Session
• Personalized Tax Planning Review
• Action steps tailored to your goals

IRS RESOLUTION SUPPORT — $249
• IRS Balance Review
• IRS Notice & Letter Assistance
• Payment & Balance Resolution Guidance
• Next steps based on your situation

BUSINESS FINANCIAL CHECK-IN — $199
• Bookkeeping Review
• Financial Organization Session
• Tax Planning Support
• Recommendations to help keep your business on track

These are limited-time package specials for THIS WEEK.

Whether you’re an individual trying to get organized or a business owner who needs better financial structure, let’s stop putting it off and start putting a plan in place.

📞 312-857-4174
📧 [email protected]

Book your appointment:
https://squareup.com/appointments/book/L0K88ENBHYC64

SUMMIT TAX & FINANCIAL SERVICES
Strategy today. A stronger tomorrow.

09/21/2026

Sunday evening question:

If you could improve ONE area of your finances this week, what would it be?

1. Getting organized
2. Reducing expenses
3. Catching up on bookkeeping
4. Planning for taxes
5. Increasing income
6. Building better financial habits

Drop your number in the comments.

Sometimes the first step toward financial progress is simply identifying what needs your attention.

What are you focusing on this week?

09/20/2026

Year-round tax strategy, financial clarity, growth.

https://squareup.com/appointments/book/L0K88ENBHYC64

#𝒷𝑜𝑜𝓀𝓀𝑒𝑒𝓅𝒾𝓃𝑔

09/20/2026

Sunday Devotion

“Trust in the Lord with all thine heart; and lean not unto thine own understanding.” — Proverbs 3:5

A new week is an opportunity to pause, reset, and move forward with purpose.

In business and in life, we don’t always have all the answers. Sometimes the next step requires faith, patience, and the willingness to trust the process.

As you prepare for the week ahead, take time to review your goals, make wise decisions, and remember that progress doesn’t always happen overnight. Every intentional step matters.

May this Sunday bring you peace, clarity, wisdom, and renewed purpose for the week ahead.

Wishing you a blessed and productive Sunday. 🙏🏽

09/14/2026

Your business deserves organized books and a clearer financial picture.

When your books are up to date, you can better understand your income, expenses, profitability, and where your business is headed.

At Summit Tax and Financial Services, we provide bookkeeping services to help you get organized, stay focused, and make informed financial decisions with confidence.

Whether your books are behind, you’re tired of trying to keep up with everything yourself, or you simply want better financial organization, we’re here to help.

Good records. Greater clarity. Better decisions.

Let’s get your books in order and your business on track.

📞 312-857-4174
📧 [email protected]

Message Summit Tax and Financial Services today to get started.