Top Four Reasons to Choose Genesis Financial to handle your accounting needs
- We provide Cash Flow Management plans tailored to meet your business goals
- Our knowledge across many industries gives us insight into how to maximize cost efficiencies
- We create strategic business plans for both operational and fund raising purposes
- Our agency is full service. We provide accounting, tax preparation (for both business and individuals), education, and strategic business plans
Curt Swanson
“Once the client understands that thought process we can move forward
and establish a plan that will put more money in their pocket!”
Curt has spent his 25 year career dealing with taxes and helping people achieve their goals. He has been Chief Financial Officer for a number of family held companies before deciding to start Genesis Financial & Tax Solutions. It was a choice that would provide more opportunity to help more people.
Genesis indicates a “New Beginning” and to “Serve People”. This is the philosophy for Curt and his organization. Curt Says “By Serving People to the best of our abilities our business will continue to grow and prosper!”
The steps that are followed with all clients are:
1. Determine the client’s needs!
We are here to help Individual and Business Clients with all of their needs ranging from bookkeeping, payroll and taxes. With the experience gained over the years there is not anything that a client will go through that Curt has not experienced.
2. Discuss the client’s long-term goals!
Understanding a client’s goals is imperative for us to help them achieve their success! We review investment desires and guide them to someone that can help them and we then look at maximizing cash flow for the client.
3. Create a plan to “Optimize the Client’s tax burden and Wealth”.
By working with the client’s wealth creation team we create a long-term net decrease in tax liability and improve their retirement future.
Most people may not understand taxes and that is why they see tax professionals. Curt realizes that nobody wants to pay taxes, but he will be the first to point out that if you make money you will pay taxes. “Once the client understands that thought process we can move forward and establish a plan that will put more money in their pocket!” Curt says.
Genesis Financial and Tax Solutions is a family owned firm. Curt works with his wife Linda and daughter Nicole, who handle the accounting for the firm and son handles all of the IT needs for the firm and some of their clients. Curt comments that “It is nice to go home at the end of the day and be able to talk to someone about work who knows exactly what went on during the day!” Genesis Financial & Tax Solutions always puts the client first!