Genius Tax Advisory

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Tax Planning Copy

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

Real Estate Tax Advisory Services

At Genius Tax Advisory, we specialize in providing comprehensive tax advisory services tailored to meet the unique needs of real estate professionals. Our expertise spans a wide range of real estate transactions, ensuring that you receive the guidance necessary to optimize your tax outcomes.

Our team of seasoned tax professionals brings extensive experience and in-depth knowledge of the latest tax laws and regulations.

Our Services Include

Forward 1031 Exchanges

  • Simplify your property exchange processes with our expert advice on deferred exchanges.

Reverse 1031 Exchanges

We assist with reverse exchanges, allowing you to acquire replacement properties before selling relinquished ones.

Build to Suit (Improvement) 1031 Exchanges

  • Navigate the complexities of improvement exchanges with our tailored solutions.

Specialty Non-Safe Harbor Transactions

  • We provide advisory services for complex transactions that fall outside the typical safe harbor rules.

High-Volume Exchangers

  • Benefit from our experience in handling multiple and simultaneous property exchanges.

Multiple Buyers and Sellers

  • We offer specialized support for transactions involving multiple parties, ensuring smooth coordination and compliance.

Fractional Interests, Delaware Statutory Trusts (DSTs), and Tenants in Common (TICs)

  • Receive expert guidance on fractional ownership structures and their tax implications.

Seller-financed Transactions

  • Our advisory services cover the unique tax considerations of seller-financed real estate transactions.

Properties held in Trusts or LLCs

  • Get tailored advice for properties held within trusts or limited liability companies.

Multiple Relinquished and Replacement Properties

  • We provide strategic guidance for exchanges involving multiple properties to help maximize your tax benefits.

Exchanges That Occur In Multiple States

  • Navigate the complexities of multi-state exchanges with our expert advice.

Cost Segregation Studies

  • Unlock significant tax savings with our cost segregation analysis to accelerate depreciation on real estate assets.

Get Started Today!

Our team of experienced tax advisors is committed to delivering personalized solutions that align with your specific needs. Whether you’re a high-volume exchanger or managing complex real estate transactions, Genius Tax Advisory is here to support you every step of the way.

Contact us today to learn how we can help you achieve optimal tax efficiency in your real estate ventures.

Call us at 888-686-8855 to request a free consultation or fill out the contact form below.

Get Your Free Consultation!​

Posted in Tax

Not-for-Profit Organizations

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

Outsourced CFO/Financial Management Services for Not-for-Profit Organizations:

At Genius Tax Advisory, we are committed to alleviating the financial management burdens of Not-for-Profit organizations. Regardless of the type of nonprofit you manage, our extensive experience enables us to effectively navigate the complexities of accounting, compliance, taxation, and reporting.

Trust us with your accounting, so you can focus on growing your organization.

Our goal is to enhance financial oversight and transparency, allowing you to maximize your limited resources to address critical needs without increasing operational costs.

 

Why Choose Genius Tax Advisory for Your Not-for-Profit Organization?

01

Custom-made Solutions

  • Tailored approaches to address your financial management challenges and ensure accurate financial records.

02

Experienced Team

  • Benefit from a team of seasoned financial experts and accounting professionals with extensive knowledge and expertise.

03

Expertise in Depth

  • Specializing in budgeting, financial forecasting, and cash flow management, ensuring comprehensive assistance.

Get Started Today!

Contact us today to learn more about we can help your business thrive.

Call us at 888-686-8855 to get started now or request your free consultation online.

Get Your Free Consultation!​

Frequently Asked Questions

We support a wide range of Not-for-Profit organizations, including social justice, human and health services, charities, educational institutions, healthcare organizations and more.

Our expertise in financial management ensures accurate and timely reporting, providing clear insights into your financial status and enhancing overall transparency.

Absolutely. We offer customizable solutions to meet the unique requirements of your organization, ensuring you receive the support you need.

Fractional CFO

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

Fractional CFO

In today’s dynamic business environment, effective financial management is crucial for the success of any company. However, hiring a full-time Chief Financial Officer (CFO) can be costly for many small to mid-sized businesses. This is where our Fractional CFO Services come into play.

Our team of experienced Fractional CFOs is dedicated to providing tailored financial solutions that drive growth and profitability.

What is a Fractional CFO?

A Fractional CFO is a part-time or project-based financial expert who provides the same level of expertise as a full-time CFO but on a flexible basis. This allows businesses to access high-level financial strategy and management without the commitment and cost of a full-time hire.

Key Services Offered

  • Financial Strategy Development: Crafting financial plans that align with your business goals to ensure long-term sustainability and growth.

    Budgeting and Forecasting: Creating detailed budgets and financial forecasts to help your business plan effectively.
  • Cash Flow Management: Monitoring and optimizing cash flow to ensure your business can meet its financial obligations.
  • Financial Reporting: Providing accurate and timely financial reports to give you a clear picture of your business’s financial health.
  • Risk Management: Identifying financial risks and developing strategies to mitigate them.

Benefits of Hiring a Fractional CFO

01

Cost-Effectiveness

  • Pay only for the services you need, making it a budget-friendly option for businesses of all sizes.
  •  

02

Flexibility

Customize the engagement to fit your specific needs, whether it’s for a particular project, during a period of growth, or to navigate financial challenges.

03

Expertise and Experience

  • Gain access to seasoned financial professionals with diverse industry experience, bringing fresh perspectives and innovative solutions.

Get Started Today!

Contact us today to learn more about how our Fractional CFO services can help your business thrive.

Call us at 888-686-8855 to get started now or request your free consultation online.

Get Your Free Consultation!​

Frequently Asked Questions

Yes, our fractional CFOs can assist with both short-term financial projects and long-term strategic planning. Whether you need help with a specific project or ongoing financial oversight, we can provide the support you need.

 Hiring a fractional CFO can enhance your financial strategy, improve cash flow management, and provide insights for better decision-making. This can lead to cost savings, increased profitability, and overall financial health.

Pricing is based on the scope of services required and the duration of the engagement. We offer flexible packages to suit different business needs and budgets.

Posted in CFO

Virtual CFO Copy

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

VIRTUAL CFO

What is a Virtual CFO?

A Virtual Chief Financial Officer (CFO) supports business owners in making informed decisions through expertise in financial planning, interpreting financial reports, and drafting financial strategies.

Build your business gradually with sound financial strategies now.

Our Process

Discovery: Reach out to discuss your financial situation. We’ll review your details and schedule a consultation to understand your specific needs, focusing on strategic financial insights and decision-making support. We may request certain financial documents to facilitate our assessment.

Assessment: Conduct a thorough examination of your financial matters, gathering all necessary information and providing high-level financial insights and analysis.

Planning Your Financial Strategy: Based on our assessment, tailor a custom financial plan designed to address your challenges effectively, implementing robust strategies that enhance financial decision-making and growth.

Key Services Offered

  • Financial Strategy Development: Crafting financial plans that align with your business goals to ensure long-term sustainability and growth.

    Budgeting and Forecasting: Creating detailed budgets and financial forecasts to help your business plan effectively.
  • Cash Flow Management: Monitoring and optimizing cash flow to ensure your business can meet its financial obligations.
  • Financial Reporting: Providing accurate and timely financial reports to give you a clear picture of your business’s financial health.
  • Risk Management: Identifying financial risks and developing strategies to mitigate them.

Why Choose GeniusTax Advisory for Your Virtual CFO Services?

01

Custom-made Solutions

  • Tailored approaches to address your financial management challenges and ensure accurate financial records.

02

Experienced Team

  • Benefit from a team of seasoned financial experts and accounting professionals with extensive knowledge and expertise.

03

Expertise in Depth

  • Specializing in budgeting, financial forecasting, and cash flow management, ensuring comprehensive assistance.

Get Started Today!

Contact us today to learn more about how our Fractional CFO services can help your business thrive.

Call us at 888-686-8855 to get started now or request your free consultation online.

Get Your Free Consultation!​

Frequently Asked Questions

Our virtual CFOs are highly qualified professionals with extensive experience in financial management, strategic planning, and industry-specific knowledge. They have a proven track record of helping businesses achieve their financial goals.

Yes, most virtual CFO services are flexible and can be customized to address your unique business requirements and financial challenges.

Pricing is based on the scope of services required and the duration of the engagement. We offer flexible packages to suit different business needs and budgets.

Posted in CFO

Tax Preparation

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

TAX PREPARATION

At GeniusTax Advisory, we offer comprehensive tax preparation services tailored to meet the unique needs of both individuals and businesses. Our team of experienced professionals is dedicated to providing fast, efficient, and accurate tax solutions to ensure you maximize your refunds and minimize your liabilities.

We ensure you receive all eligible deductions and credits.

Our Services Include

Comprehensive Solutions

  • From small businesses to large corporations, we provide tailored tax services.

Minimize Liabilities

  • We help you navigate complex tax codes to reduce your tax burden.

Year-Round Support

  • Our team is available throughout the year to assist with any tax-related queries.

Get Started Today!

Let Genius Tax Advisory be your trusted partner in navigating the complexities of  tax preperation.

Call us at 888-686-8855 to request a free consultation or fill out the contact form below.

Get Your Free Consultation!​

Frequently Asked Questions

You will need to bring your identification documents, income statements (W-2s, 1099s), expense receipts, and any other relevant financial documents. Our team will provide a detailed checklist to ensure you have everything you need.

The duration varies depending on the complexity of your tax situation.

Yes, we can assist with reviewing and amending past tax returns to ensure accuracy and compliance. If you have missed any deductions or credits, we can help you claim them.

Posted in Tax

Tax Resolution Services

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

TAX RESOLUTION

At Genius Tax Advisory, we understand that dealing with tax issues can be overwhelming and stressful. Our Tax Resolution Services are designed to provide you with the expert assistance you need to navigate complex tax problems and achieve a favorable outcome. Whether you’re facing IRS audits, back taxes, or other tax-related challenges, our team of experienced professionals is here to help you every step of the way.

Our team consists of seasoned tax professionals with extensive experience in tax resolution.

Our Services Include

IRS Audit Representation

  • We represent you during IRS audits, ensuring that your rights are protected and that you receive a fair assessment.

Back Taxes Resolution

  • If you owe back taxes, we can negotiate with the IRS on your behalf to reduce your tax debt and establish manageable payment plans.

Penalty Abatement

  • We work to reduce or eliminate penalties and interest on your tax debt, helping you save money.

Offer in Compromise

  • We help you settle your tax debt for less than the full amount owed if you qualify for this program.

Installment Agreements

  • We set up installment agreements with the IRS, allowing you to pay your tax debt over time.

Wage Garnishment Release

  • If your wages are being garnished by the IRS, we can help stop the garnishment and negotiate a more favorable resolution.

Get Started Today!

Let Genius Tax Advisory be your trusted partner in navigating the complexities of tax resolution.

Call us at 888-686-8855 to request a free consultation or fill out the contact form below.

Get Your Free Consultation!​

Frequently Asked Questions

The duration of the tax resolution process varies depending on the complexity of your case.

Absolutely. We handle all client information with the highest level of confidentiality and professionalism.

Yes, we specialize in negotiating with the IRS to reduce your tax debt and establish manageable payment plans, regardless of the amount owed.

Posted in Tax

Tax Planning

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

TAX PLANNING

Business tax planning involves strategizing and managing your company’s financial activities to minimize tax liabilities and ensure compliance with tax laws. It includes analyzing your business structure, transactions, and financial plans to optimize tax outcomes.

At Genius Tax Advisory, we offer comprehensive tax preparation services tailored to meet the unique needs of both individuals and businesses. Our team of experienced professionals is dedicated to providing fast, efficient, and accurate tax solutions to ensure you maximize your refunds and minimize your liabilities.

Our team of seasoned tax professionals brings extensive experience and in-depth knowledge of the latest tax laws and regulations.

Our Services Include

Strategic Tax Planning

  • Proactive planning to minimize tax liabilities and optimize cash flow.

Tax Compliance and Reporting

  • Accurate preparation and timely filing of all required tax returns.
  • Ensuring compliance with federal, state, and local tax regulations.

Tax Risk Management

  • Identifying and mitigating potential tax risks.
  • Representation and support during tax audits and disputes.

International Tax Planning

  • Expertise in cross-border tax issues and international tax treaties.
  • Structuring global operations to achieve tax efficiency.

Mergers and Acquisitions (M&A) Tax Advisory

  • Tax due diligence and structuring for mergers, acquisitions, and divestitures.
  • Post-transaction integration and tax optimization.

Research and Development (R&D) Tax Credits

  • Identifying and claiming eligible R&D tax credits.
  • Maximizing benefits from innovation and development activities.

Get Started Today!

Let Genius Tax Advisory be your trusted partner in navigating the complexities of business tax planning. Contact us today to learn how we can help you achieve your financial goals. Call us at 888-686-8855 to request a free consultation or fill out the contact form below.

Get Your Free Consultation!​

Frequently Asked Questions

It’s advisable to review your tax plan at least annually or whenever there are significant changes in your business, such as:

  • Changes in tax laws: Stay compliant with new regulations.
  • Business growth: Adjust strategies to accommodate expansion.
  • Major transactions: Plan for mergers, acquisitions, or large investments.

Businesses of all sizes and industries can benefit, including:

  • Startups: Establishing a tax-efficient structure from the beginning.
  • Small and medium enterprises (SMEs): Optimizing tax strategies as you grow.

Large corporations: Managing complex tax issues and compliance requirements.

Getting started is easy:

  1. Contact us: Reach out via our website or call us to schedule a consultation.
  2. Initial consultation: Discuss your business needs and goals with our experts.
  3. Customized plan: We develop a tailored tax strategy for your business.

Ongoing support: Receive continuous advice and updates to keep your tax plan effective.

Posted in Tax

Virtual CFO

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

VIRTUAL CFO

What is a Virtual CFO?

A Virtual Chief Financial Officer (CFO) supports business owners in making informed decisions through expertise in financial planning, interpreting financial reports, and drafting financial strategies.

Build your business gradually with sound financial strategies now.

Our Process

Discovery: Reach out to discuss your financial situation. We’ll review your details and schedule a consultation to understand your specific needs, focusing on strategic financial insights and decision-making support. We may request certain financial documents to facilitate our assessment.

Assessment: Conduct a thorough examination of your financial matters, gathering all necessary information and providing high-level financial insights and analysis.

Planning Your Financial Strategy: Based on our assessment, tailor a custom financial plan designed to address your challenges effectively, implementing robust strategies that enhance financial decision-making and growth.

Key Services Offered

  • Financial Strategy Development: Crafting financial plans that align with your business goals to ensure long-term sustainability and growth.

    Budgeting and Forecasting: Creating detailed budgets and financial forecasts to help your business plan effectively.
  • Cash Flow Management: Monitoring and optimizing cash flow to ensure your business can meet its financial obligations.
  • Financial Reporting: Providing accurate and timely financial reports to give you a clear picture of your business’s financial health.
  • Risk Management: Identifying financial risks and developing strategies to mitigate them.

Why Choose GeniusTax Advisory for Your Virtual CFO Services?

01

Custom-made Solutions

  • Tailored approaches to address your financial management challenges and ensure accurate financial records.

02

Experienced Team

  • Benefit from a team of seasoned financial experts and accounting professionals with extensive knowledge and expertise.

03

Expertise in Depth

  • Specializing in budgeting, financial forecasting, and cash flow management, ensuring comprehensive assistance.

Get Started Today!

Contact us today to learn more about how our Fractional CFO services can help your business thrive.

Call us at 888-686-8855 to get started now or request your free consultation online.

Get Your Free Consultation!​

Frequently Asked Questions

Our virtual CFOs are highly qualified professionals with extensive experience in financial management, strategic planning, and industry-specific knowledge. They have a proven track record of helping businesses achieve their financial goals.

Yes, most virtual CFO services are flexible and can be customized to address your unique business requirements and financial challenges.

Pricing is based on the scope of services required and the duration of the engagement. We offer flexible packages to suit different business needs and budgets.

Posted in CFO

Outsourced CFO

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

OUTSOURCED CFO

Struggling with financial oversight can lead to missed growth opportunities. At Genius Tax Advisory, our outsourced CFO services provide the expertise you need without the cost of a full-time staff member. Enhance your budgeting, financial reporting, and strategy to improve your company’s financial health.

Unlock Your Business’s Financial Potential with Outsourced CFO Services

What is an Outsourced CFO?

An outsourced CFO is an external finance expert offering strategic finance, business, accounting, and operational advice. They can be engaged on a full-time, part-time, or project basis, depending on your company’s needs.

Why Choose Outsourced CFO Services?

  • Strategic Financial Management: Perfect for entrepreneurs experiencing rapid growth, our outsourced CFOs handle complex financial tasks, allowing you to focus on expansion.
  • Data-Driven Decisions: Small- to mid-sized businesses often prioritize product development over financial management. Our CFOs bring a data-driven approach, aligning financial strategies with business goals.
  • Investor Relations: After securing venture capital, demonstrate financial prudence with expert management of key metrics like profit margins and customer acquisition costs.

Risk Mitigation: Relying on a small finance team can be risky. Our outsourced CFOs fill gaps, offering sophisticated financial planning and analysis.

Comprehensive Financial Solutions

01

Financial Reporting

  • Ensure compliance with accounting standards and improve the quality of financial data.

02

Cash Flow Management

  • Implement strategies to improve liquidity, budgeting, and forecasting.

03

Regulatory Compliance

  • Navigate complex regulatory environments with ease.

Get Started Today!

Contact Genius Tax Advisory today to discover how our outsourced CFO services can streamline your operations, improve your financial health, and guide you through complex financial decisions

Call us at 888-686-8855 to get started now or request your free consultation online.

Get Your Free Consultation!​

Frequently Asked Questions

Our CFOs are highly qualified professionals with extensive experience in financial management, strategic planning, and industry-specific expertise.

The level of involvement can be tailored to your needs, ranging from high-level strategic oversight to hands-on management of daily financial activities.

Pricing is based on the scope of services required and the complexity of your business needs. We offer customized packages to fit different budgets.

Posted in CFO

Family Office Services

Posted on by Genius Tax Advisory

Author: Genius Tax Advisory

FAMILY OFFICE SERVICES

At Genius Tax Advisory, we provide tailored family office services for successful individuals and families. Our goal is to manage your day-to-day bookkeeping and bill payments, freeing you to focus on what truly matters. Our services are flexible and customized to meet your unique needs.

We handle your daily financial affairs, offering a deep understanding of your financial and tax situation

Why Choose Us?

  • Personalized Financial Management: We handle your daily financial affairs, offering a deep understanding of your financial and tax situation. This insight allows us to create effective tax strategies to preserve your wealth.
  • Seamless Integration: Our services ensure that your personal and business bookkeeping flows seamlessly into tax information at year-end, saving you money on tax preparation.

Trusted Advisors: We aim to become your go-to financial advisors, providing sound advice to help you manage and grow your wealth.

Our Services Include

01

Investment Management

Strategic planning to grow your wealth while minimizing tax liabilities.

02

Regulatory Compliance

  • Adhering to all necessary regulations to protect your wealth.

03

Financial Oversight

Comprehensive management of your financial tasks, freeing up your time.

Get Started Today!

Discover how Genius Tax Advisory can keep your finances organized, accurate, and up-to-date. Call us today at 888-686-8855  or request a free consultation through our website.

Get Your Free Consultation!​

Frequently Asked Questions

Family offices are typically needed by ultra-high-net-worth individuals (UHNWIs) and families who require comprehensive wealth management services.

Family offices handle tax planning and optimization by developing strategies to minimize tax liabilities while ensuring compliance with tax laws

The benefits of having a family office include personalized and comprehensive wealth management, confidentiality, and the ability to coordinate various aspects of financial and personal affairs under one roof

Disclaimer: Genius Tax Advisory is not registered as a broker-dealer, investment advisor, or attorney.  Genius Tax Advisory does not provide investment advice.
 
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