For Individuals

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

New FinCEN Reporting Requirements for Dallas Businesses (Part 2)

Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...

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Navigating Bank Failures in Your Dallas Business Right Now

Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....

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How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help:

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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!