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

Our Mission

At Genesis Business and Tax Services, our mission is to empower professional services firms with strategic tax planning, CFO services, and business consulting expertise. Based in Dallas, Texas, we proudly serve the entire metro area, including Wylie, Rowlett, Allen, Mesquite, and more,

Led by our dedicated founder, Lisa Ford, we bring a wealth of experience and expertise in tax consulting, financial planning, and business advisory services. With a focus on integrity, professionalism, and innovation, we work tirelessly to exceed our clients' expectations and build lasting partnerships.

Our Values & Services

  • Excellence: We strive for excellence in everything we do, delivering high-quality services and solutions that meet the unique needs of each client.

  • Integrity: We conduct our business with honesty, transparency, and integrity, earning the trust and respect of our clients and peers.

  • Commitment: We are committed to the success of our clients, working diligently to achieve their financial goals and objectives.

  • Collaboration: We believe in the power of collaboration and teamwork, partnering with our clients to develop innovative strategies and solutions.

  • Continuous Improvement: We embrace a culture of continuous improvement, staying ahead of industry trends and regulations to better serve our clients.

Among our core services are:

  • Virtual CFO Services

  • Tax Preparation and Planning

  • Tax Problem Resolution

  • New Business Startup Services

  • Exit Planning

  • Business Consulting

Why Choose Us?

Genesis Business and Tax Services is the Dallas area's trusted partner for business owners seeking strategic tax planning, CFO services, and consulting expertise. Here's why you should choose us:

  • Proven Track Record: With years of experience in the industry, we have a proven track record of success. Lisa has never failed a client and is dedicated to achieving exceptional results.

  • Client-Centric Approach: We prioritize our clients' needs and goals, working closely with them to develop customized solutions that drive growth and profitability.

  • Expertise and Insight: As a Registered Financial Consultant, Lisa brings a wealth of expertise and insight to every engagement. Specializing in exit planning, Genesis Business and Tax Services is passionate about helping businesses across a range of industries prepare for a successful transition.

  • Strong Client Relationships: We value strong client relationships and take pride in our extensive network of repeat customers. Our founder works well with all clients, fostering open communication, trust, and collaboration.

Get In Touch

Ready to take your firm to the next level? Contact Genesis Business and Tax Services today to learn more about our comprehensive consulting services and how we can help you achieve your financial goals. 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 below 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!

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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