Insights

Client-Centric Services Genesis Financial & Tax Solutions offers tailored tax preparation, business planning, and bookkeeping services, providing opportunities to cross-sell financial advisory and compliance solutions to both individual and business clients seeking comprehensive financial management.

Small Business Focus With a small team of 2-10 employees, the company primarily serves local startups and small to mid-sized businesses, indicating potential for targeted outreach with scalable financial tools and cloud-based accounting solutions to support their growth.

Technology Integration Utilizing platforms like QuickBooks, Google Maps, and modern web technologies suggests openness to adopting digital finance tools, creating avenues for upselling advanced accounting and automation software that improve efficiency.

Revenue Growth Potential Currently generating up to 1 million dollars in revenue, the firm presents an opportunity for premium financial products, expanded tax services, or consulting packages aimed at increasing client lifetime value and market share.

Market Expansion Opportunities Located in Woodbury, MN, and serving local clients, the company can expand its geographic reach through digital marketing and partnerships, attracting clients from nearby regions and tapping into a broader small business segment.

Similar companies to Genesis Financial & Tax Solutions

Genesis Financial & Tax Solutions Tech Stack

Genesis Financial & Tax Solutions uses 8 technology products and services including Font Awesome, Google Fonts API, Twemoji, and more. Explore Genesis Financial & Tax Solutions's tech stack below.

  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Jetpack
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Genesis Financial & Tax Solutions's Email Address Formats

Genesis Financial & Tax Solutions uses at least 1 format(s):
Genesis Financial & Tax Solutions Email FormatsExamplePercentage
FLast@genesisfts.comJDoe@genesisfts.com
29%
First@genesisfts.comJohn@genesisfts.com
28%
F_Last@genesisfts.comJ_Doe@genesisfts.com
14%
FLast@genesisfts.comJDoe@genesisfts.com
29%

Frequently Asked Questions

Where is Genesis Financial & Tax Solutions's headquarters located?

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Genesis Financial & Tax Solutions's main headquarters is located at 1687 Woodlane Drive, Suite 104. The company has employees across 1 continents, including North America.

What is Genesis Financial & Tax Solutions's phone number?

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You can contact Genesis Financial & Tax Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Genesis Financial & Tax Solutions's official website and social media links?

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Genesis Financial & Tax Solutions's official website is genesisfts.com and has social profiles on LinkedIn.

How much revenue does Genesis Financial & Tax Solutions generate?

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As of December 2025, Genesis Financial & Tax Solutions's annual revenue is estimated to be $500K.

What is Genesis Financial & Tax Solutions's SIC code NAICS code?

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Genesis Financial & Tax Solutions's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Genesis Financial & Tax Solutions have currently?

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As of December 2025, Genesis Financial & Tax Solutions has approximately 2 employees across 1 continents, including North America. Key team members include Vp Client Services: B. C.Vice President Risk: G. B.Owner: C. S.. Explore Genesis Financial & Tax Solutions's employee directory with LeadIQ.

What industry does Genesis Financial & Tax Solutions belong to?

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Genesis Financial & Tax Solutions operates in the Accounting industry.

What technology does Genesis Financial & Tax Solutions use?

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Genesis Financial & Tax Solutions's tech stack includes Font AwesomeGoogle Fonts APITwemojiModernizrjQuery MigrateGoogle MapsJetpackApache HTTP Server.

What is Genesis Financial & Tax Solutions's email format?

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Genesis Financial & Tax Solutions's email format typically follows the pattern of FLast@genesisfts.com. Find more Genesis Financial & Tax Solutions email formats with LeadIQ.

When was Genesis Financial & Tax Solutions founded?

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Genesis Financial & Tax Solutions was founded in 2006.

Genesis Financial & Tax Solutions

AccountingMinnesota, United States2-10 Employees

At Genesis Financial & Tax Solutions in Woodbury, MN, we plan and prepare your taxes around your business. Our company offers strategic plan development, expert process facilitation and efficient tax preparation services for individuals and businesses.

Genesis Financial & Tax Solutions' Services Include:

* Tax preparation 
* Electronic filing for fast returns 
* Business plan preparation for existing and start-up businesses 
* Quickbooks training and data file setup 
* Bookkeeping - daily, weekly, monthly, quarterly 
* Payroll processing - quarterly and year-end

Section iconCompany Overview

Headquarters
1687 Woodlane Drive, Suite 104
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Genesis Financial & Tax Solutions's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Genesis Financial & Tax Solutions's revenue is estimated to be in the range of $1M

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