Individual Tax Preparation
Genesis Financial is a complete tax preparation and tax planning service for individuals. We offer year round availability for all of your tax preparation and planning questions. Individual treatment because your tax situation is not the same as your neighbors, and tax planning to help mitigate tax implications as your life changes.
Genesis Financial can help guide you through the process of answering the difficult financial questions associated with a new business start-up. Our services include creating detailed financial profiles and projections, providing accurate assessments of financial needs, and helping you find the efficiencies of scale that exist within your industry.
Our services for non-profits entities include: bookkeeping for non-profits, set up and structure of accounting software to enable committee members to efficiently pull their financial reports, creation of checks and balances in the volunteer reimbursement process and to ensure protection for the non-profit and the board of directors, establishing committee budgeting processes and more.
Accounting | Bookkeeping | Tax Preparation
We are an agency of people who have been on your side of the table. Our experience goes beyond book knowledge and extends to the real world with over 23 years of experience helping a variety of businesses both inside the business and as a consultant.Read more
Did you know?
“Timing of financing and good management are critical factors in the success of a small business”