Our Story

Genesis Business and Tax Services is located in Dallas, TX and is an expert in all areas of accounting, taxes, consulting, and business services.

Firm Background

When it comes to your business finances, you need more than someone who files and forgets. You need a partner who sees the full picture—past, present, and future. That’s where we come in.

Based in North Dallas, Genesis Business and Tax Services specializes in helping professional service providers take control of their financial lives through strategic tax planning, outsourced CFO support, and clear, reliable bookkeeping. Whether you’re a counselor looking to grow your practice, a behavioral therapist preparing for expansion, or a consultant ready to map out a long-term exit strategy, we’ll help you make smart, sustainable decisions that align with your goals.

We work with small business owners across a range of industries, but we’re especially well-suited for professional services firms who are experts in their fields but need expert guidance in ours. With our tailored approach, we meet you where you are and build the financial systems and strategies to support where you're going.

At the heart of it all is Lisa Ford, a Registered Financial Consultant with a deep understanding of what it takes to grow, sustain, and successfully exit a business. Her no-nonsense, all-in approach has made her a trusted partner to clients throughout North Dallas. Lisa doesn’t just deliver reports—she delivers confidence, clarity, and results. She's known for her responsiveness, her integrity, and her ability to make even complex financial decisions feel manageable.

Meet Lisa

Lisa and her family live in Wylie, Texas, and she is proud to serve clients across the Dallas metro area and beyond. When you work with Lisa, you're not just getting another financial provider—you’re getting a strategic partner who knows how to listen, problem-solve, and deliver measurable value. Most of our clients come back year after year—not because they have to, but because they want to.

Frequently Asked Questions

This firm prepares tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns

  • Payroll Tax Issues

  • Business Returns

  • Sales Tax Returns

  • Rental Income Returns

  • Business Consultation

  • Expatriate Returns

  • Fiduciary & Estate Returns

  • Corporation Returns

  • Bookkeeping

  • Partnership Returns

  • LLC Returns

Our firm offers a full range of planning services including, but not limited to:

  • Individual Tax Planning

  • Business Tax Planning

  • Business Organization

  • Rental Properties

  • Foreclosures and Repossessions

  • Retirement

  • Investments

  • Sales and Exchanges

  • Pension Plans

  • Education Planning

  • Finance & Refinance Planning

  • Home Purchase and Sale Planning

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

See why our clients love us!

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Get in Touch with Genesis Business and Tax Services

You can count on us for professional, timely and reliable tax and accounting services. If you’re ready to get started, just fill out this form and we’ll be in touch.

9330 Lyndon B Johnson Fwy, Ste 900
Dallas, TX 75243
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