About Us


Genesis Business and Tax Services is located in Dallas, Texas and is an expert in all areas of bookkeeping, providing virtual and on demand services.

Welcome to Genesis Business and Tax Services.

As a Business Services firm with years of experience, Genesis Business and Tax Services works to take the stress out of your business needs. All services are available on a virtual basis. We utilize state of the art technology to communicate with you online securely.

We work with businesses of all sizes. Think of us as an extension of your office. No need for an in-house bookkeeping staff or worse yet, toiling away for hundreds of hours trying to do it yourself. Our services also include Virtual CFO Services, Tax Preparation and Planning, Tax problem resolution, New business startup services, Exit Planning and Consulting.

Why hire staff? Let Genesis Business and Tax Services do your monthly bookkeeping at a fraction of the cost of a full-time employee.

We will collect your financial information and turn it into clear and understandable financial reports. No more battles with your accounting software, or stress when paying bills.

Genesis Business and Tax Services focuses on the books, so you can run and grow your business.

We have developed this website to keep you up-to-date with the latest tax law changes and business planning strategies. Let us simplify your life! Need a financial report? Get it fast by accessing your documents anytime with our password secure portal. Want the latest tax deadlines delivered to your email box? Sign up for our email client newsletter full of valuable tax planning strategies.

You can count on us for professional, timely and reliable bookkeeping and back-office services, which include the following:

  • Prepare and maintain accurate financial accounts
  • Banking and check writing
  • Review and process transactions
  • Income and balance sheet preparation
  • Perform month and year end reconciliations
  • CFO services to help plan your growth

Feel free to contact us at (469) 436-3747 or via e-mail: info@GenesisBTS.com. We look forward to assisting you with all your business and financial needs.

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it.

If you’re reading this, you know what I’m talking about.

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.

What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.

But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health with our bookkeeping services. Answer a few questions below to get started.

Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.

And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted EA in the Dallas area.”

Talk again soon,
Lisa D. Ford, EA, CEPA, MRFC

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “bookkeeping tips.”

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (469) 436-3747 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!

Contact Us

Customer Stories

Jo Wunderlich

Genesis Tax Services has done our taxes the last several years as the returns got too complex for us to continue doing them ourselves. Lisa and her team do outstanding work, give good advice and always get the returns ready for our signatures in a timely manner. Also very affordable for the services provided. We will continue to use their services for the foreseeable future.

G. Lovelady

I have worked with Lisa Ford and Genesis Business & Tax Services for over 10 years. Lisa is extremely knowledgeable and actively takes courses to keep up with tax and investment changes. I appreciate that.
She gets right back to me on email and phone communications - this is a biggie for me because I had a hard time communicating with my old accountant because he didn't reply back to emails or respond timely.
Lisa makes it really easy to get all of my documentation to her securely & electronically through the customer portal. She makes it easy to file your taxes, without needing any in-person meeting.
Because of this relationship of trust, professionalism, and convenience, I highly recommend her and am glad that I have a partner to help me with my finances. I’m looking forward to using Lisa Ford & Genesis Tax Services for 2021 and future tax years.

John Hale

We had a smooth and satisfactory experience with Lisa at Genesis Business And Tax Services. Our taxes were prepared quickly with just a couple of back and forth e-mails for follow up questions. The difference between what I figured we owed in taxes and what Lisa was able to determine we owed was at least three times what it cost to have our taxes done with Genesis Business And Tax Services. Well worth the money!

We are definitely planning on having Genesis Business And Tax Services do our taxes again next year. So much easier and stress free than doing them on my own!

Alex Johnson

I have been getting my taxes filed with Genesis for about 5 years now. They are reliable, informative and trustworthy. Plus they always are willing to work with me during convenient hours that fit me.

Jeff Horan

I originally found Lisa on google. She helped me fix an incorrect (TurboTax) return as well as secure a much larger refund. She handled my most recent return practically overnight. Fantastic service!