Genesis Financial Group

The Beginning to Your Financial Solutions

Do Enrolled Agents Offer Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services.  The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around.  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