Call: 651.738.0813
  • Our Mission

    Our Mission

    Formed in 2006, Genesis Financial & Tax Solutions mission is to serve our individual and business clients by providing tax and business planning, accounting, payroll and to be their referral partner.

  • Why choose Genesis Financial?

    Why choose Genesis Financial?

    We provide cash flow management plans tailored to meet your business goals

  • Your Business Partner

    Your Business Partner

    Our agency is full service. We provide accounting, tax preparation (for both business and individuals), education, and strategic business plans.

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.

Start-up Businesses

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.

Non-Profit Entities

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.

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Did you know?

“Timing of financing and good management are critical factors in the success of a small business”

Small Business Administration