Brianna Summerhays in

Brianna Summerhays

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Tax Preparer | Bookkeeper at Legacy Group - Tax | Medicare | Finance
📍 Wellington, Colorado, United States

Brianna Summerhays is a Certified Bookkeeper and Tax Preparer at Legacy Group, where she specializes in helping small businesses remain compliant, organized, and prepared for tax season. She also serves as an Office Manager for Albany County Government and holds a degree in Applied Management from Brigham Young University - Idaho.

With over seven years of experience in tax and bookkeeping, Brianna is noted for her proactive approach and attention to detail.

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Experience
13 Years
Current Role
Tax Preparer | Bookkeeper
Location
Wellington, Colorado, United States
Personality Overview

How Brianna shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brianna cares about

Small Business Success
Her focus is on helping small business owners manage finances, maximize deductions, and use accurate financial reports to strengthen profits and cash flow.
Tax Compliance
With years of experience as a tax preparer, she integrates tax knowledge into her bookkeeping to ensure her clients are always tax-season ready.
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Career

Work history

1-2023
Tax Preparer | Bookkeeper
Legacy Group - Tax | Medicare | Finance
5-2022 - 1-2026
Office Manager
Albany County Government
1-2022 - 5-2022
Assistant Treasurer III
Albany County Government
1-2021 - 1-2022
Assistant Treasurer II
Albany County Government
4-2020 - 1-2021
Assistant Treasurer I
Albany County Government
In the press

Media appearances

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Education
2018 - 2021
Applied Management
Brigham Young University - Idaho
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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