We Love Referrals

Thank you for your support. Referrals mean the world to us!

Know Someone Who Could Use Our Expertise?

At Genesis Business and Tax Services, we believe that great clients refer great clients—and we’re honored when you introduce us to professionals in your circle who value thoughtful financial guidance.

Our firm specializes in working with service-based business owners, particularly those in counseling, legal, consulting, therapy, and childcare fields. Whether someone is overwhelmed with bookkeeping, needs strategic tax advice, or wants long-term financial planning and CFO-level support, we’re here to help.

Who We Serve Best

We’re a great fit for professionals who:

  • Own or operate a small service-based business

  • Are looking for proactive financial guidance, not just tax prep

  • Want help planning for growth, transitions, or exit strategies

  • Value clear communication, trust, and long-term partnership

If you know a colleague, friend, or peer who could benefit from that kind of relationship—we’d love to meet them.

How to Refer

Referring someone is easy:

  • Send them to our website to schedule a consultation

  • Or introduce us directly via email—we’ll take it from there

  • Let us know if you'd like referral cards or resources to share

Every introduction is appreciated—and every referral is treated with the care and confidentiality they deserve.

Thank you for trusting Genesis Business and Tax Services with your network.

Your referrals help us grow intentionally and continue doing what we love: supporting service professionals with clarity and confidence.

Help Your Friends, Family, and Colleagues Discover Exceptional Financial Services

Thank you for considering referring a friend or colleague to Genesis Business and Tax Services tax and accounting services. Your recommendation means a great deal to us, as we take client satisfaction seriously.

Please fill out the form with your contact's information, and we'll reach out to them promptly. Rest assured, we value privacy and confidentiality. All personal information will be handled with the utmost care.

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