Genesis Financial Group

Genesis believes that there is no one single solution to meet all our clients needs. We therefore, perform a comprehensive needs analysis process to assess the specific needs and circumstances of that particular client. Genesis Financial Group works with you to assess and analyze your current financial status in your business and the effect on your personal life. SERVICES: Bookkeeping – Accurately record transactions to provide an audit trail of all business revenues and Expenses. General Journals, Financial Statement preparation, systems setup, Account reconciliations. Tax Planning– Assist client in prudent tax planning that enables them to meet financial goals and minimize taxes. Tax Preparation – Preparation of Federal, State and Local tax returns for Individuals, C Corporations, S Corporations, Partnerships, Limited Liability Companies, Estates and Non profit organizations. Audit Representation – Our Enrolled Agents are federally licensed to represent our client in an audit as well as in Federal Tax Courts anywhere in the United States. Software training – Train client and employees on use of accounting software including QuickBooks, Peachtree, Microsoft Accounting and various accounting software packages. Systems Implementation - Evaluate, develop and implement an overall financial system including daily, weekly, and monthly processes as well as software use. Additional Services include – Software consulting, business plans, business setup services. Consulting Services – Genesis Financial Group offers consulting services to individuals and small to medium sized businesses. From the start of your business when you are assessing the best structure to the end when you need tax strategies for Succession Planning advice, Genesis is there to guide you with sound advice based on experience, with up to date, cutting edge and innovative strategies. Individual Consulting – Genesis works with individuals, families, and couples on managing their household budget needs, by working with them to eliminate debt and maximize the use of their income.

Address: 2435 North Central Expy, Suite 1200, Richardson, TX 75080, USA

Phone: +1 972 235 4211
FAX: +1 972 499 1337