New Genesis Financial

Tax codes are constantly changing and it is impossible to keep up with them on your own. No worries – New Genesis Financial keeps abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. Whether you are an individual or business, we can accommodate your needs for tax planning and preparation.

Our tax services include:

• Federal & State Tax preparation
  • Personal - 1040
  • Business - 1120, 1120S, 1065
  • Non-Profit - 990

• Mid-Year Tax Review
  We stress the importance of effective tax planning as a year-round endeavor because many tax-saving opportunities are time sensitive. Waiting until year-end may be too late. By taking advantage of our tax review service, we can review your current year tax filing or prepare it for you, advise you on what steps you can take now to minimize taxes owed and maximize your refund  or minimize your liability due next year.
• Amended Returns
  • Did you find an error on your return or miss a deduction? We can assist you by filing an amended return to correct a return that has been previously filed.
• Tax Planning
  • Want a better understanding of your tax position over a longer period of time and under various “what-if” scenarios? We can provide extended tax planning to help you accomplish this goal!
• Late Filings
  • Haven’t filed in a while? No problem! We will help you file all of your past due returns and bring you into compliance.

Please contact us today either via our website or call us at 850.792.1028 or 321.765.8200 – we are here to help!

Testimonial: “I have been with New Genesis Financial for the past 7 years. They complete my yearly tax returns and keep the books for my paralegal service. It is great to know that Ramona understands my business and monitors it as her won and provides me with great advice and guidance in addition to awesome customer service. I highly recommend her and her company!”
Kim Gaither – Jones, Owner, KJParalegal Services