Brianna Summerhays in

Brianna Summerhays

Energizer · DISC type I
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

Believer
Imaginative
Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

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

No media yetWe could not find public media appearances for this person.
Education
2018 - 2021
Applied Management
Brigham Young University - Idaho
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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