Author: Genius Tax Advisory

At Genius Tax Advisory, we offer a comprehensive approach to wealth management for business owners, high net worth individuals, and their families. We understand that significant life events such as selling a business, financing education, or planning for retirement require meticulous financial planning. Our goal is to help you achieve your financial ambitions while preserving your wealth for future generations.

At GeniusTax Advisory, we specialize in creating comprehensive estate plans that include trusts, wills, and other essential documents to protect your legacy.

At Genius Tax Advisory, we understand the critical importance of accurate business valuations. Whether you’re planning to sell your business, seeking investment, or need a valuation for tax purposes, our expert team is here to provide you with comprehensive and reliable valuation services.

At Genius Tax Advisory, we bring a fresh perspective and innovative ideas to elevate your business. Our experienced consultants provide actionable business consulting services designed to overcome financial challenges and drive higher profits. With our strategic guidance, your business will adapt to market changes and seize growth opportunities.

Genius Tax Advisory is your go-to resource for QuickBooks consulting services. We collaborate with small businesses to manage their accounting and bookkeeping needs, from software configuration to ongoing support via phone or email.

Our extensive experience in setting up QuickBooks for various businesses allows us to foresee and prevent potential issues during the setup process, ensuring a smooth start with your new accounting software. From installation and initial setup of invoice templates and your chart of accounts to comprehensive QuickBooks support for correcting data entry errors and answering questions, we provide everything small business owners need to maximize QuickBooks’ potential.

As our client, you’ll gain more than just a basic understanding of QuickBooks. We’ll ensure you develop the skills to extract accurate and valuable financial data, enabling you to track expenses, manage cash flow, and run your business efficiently. With our guidance, you’ll always have a clear understanding of your finances.

Launch Your Business with Confidence! At Genius Tax Advisory, we ensure your business starts smoothly and achieves longterm success. Don’t wait; get your solution today!

As a small business owner, managing accounting responsibilities can be overwhelming and distract you from your core operations. At Genius Tax Advisory, our dedicated team  can handle all or part of your accounting and bookkeeping functions, allowing you to focus on running your business. We specialize in supporting small businesses and offer a comprehensive package of accounting services and tax strategies to give your business the boost it needs.