Our Services to You
Tax Services
Our fees are based on the complexity of your returns and the amount of time to prepare them, so schedule an appointment to discuss your unique situation.
We offer:
- Tax Return Preparation
- Responding to IRS or state notices
- IRS Audit Defense
- Income Tax Projections and Planning
- ITIN Application
- Crypto Tax and Accounting (Popular!!!)
Accounting Services
We help small business owners maintain a clean and reliable accounting records.
We offer:
- Bookkeeping assistance to prepare financials
- Entity setup, including preparation and filing of tax elections
- Tax and Legal Entity Selection and Restructuring
- Financial Projections and Forecasting
- Audits, Reviews, and Compilations
- Litigation Support and Forensic Accounting
Business Consulting
Our goal is to help you manage your company, so you can focus on running your business. Areas that Genesis Solutions CPA can be of assistance to you includes (but is not limited to) the following:
- Obtaining Commercial/Business/SBA lending
- Business Transitions Advisory Services
- Business Software Implementation
- IRA, Retirement Plan Design and Administration
Estate Tax Planning
It is never too early to think about estate tax planning.
Effective estate tax planning helps protect your assets, reduce tax exposure, and ensure your wealth is transferred according to your wishes. By planning ahead, you can preserve your legacy, provide for your loved ones, and avoid unnecessary tax burdens.
At Genesis Solutions CPA, we help individuals and business owners develop tax-efficient strategies that align estate planning with income and business tax considerations—providing clarity, control, and peace of mind for the future.
Asset Protection
Properly structured strategies help safeguard your personal and business assets from potential risks such as lawsuits, creditors, and unforeseen liabilities. With thoughtful planning, you can protect what you’ve built while remaining compliant and flexible.
At Genesis Solutions CPA, we help clients implement tax-efficient asset protection strategies that align with their overall financial and business goals—providing confidence and peace of mind.
Charitable & 501(c)(3) Formation
Establishing charitable organizations and private foundations can be a powerful way to create lasting impact while implementing thoughtful tax strategies. We assist clients with 501(c)(3) and private foundation setup, structuring charitable giving to align with long-term legacy goals and overall tax planning objectives.
About...
Welcome to Our Accounting Services
Our team is composed of dedicated professionals with extensive experience in various sectors of accounting. We take pride in delivering high-quality services to meet your financial needs.
About Us
Our team boasts a diverse group of seasoned professionals who have collectively spent numerous years in both public and private accounting. We specialize in a wide range of financial services, including Audit and Assurance, Budget and Forecasting, Financial Reporting and Analysis, Tax Compliance, Tax and Wealth Planning, as well as Business Transition Advisory.
Our Team's Background
Our team members come from diverse backgrounds, and our expertise spans across different industries. We have professionals who have worked with renowned firms and served in leadership roles for various corporations. Our experience extends to industries such as casinos, not-for-profits, food and beverage, tech startups, and even cryptocurrency infrastructure corporations. We have a deep understanding of cryptocurrency accounting, a skill set that sets us apart.
Our Network and Extended Services
Our team holds various licenses and permits, including life and health insurance, real estate, and business broker permits, to provide comprehensive support during business transitions.
Get in Touch
We look forward to collaborating with you on your financial journey. Contact us today to discuss how we can assist you with your accounting and financial needs.