Our firm will focus on your unique tax, accounting and financial needs.

About Us

Drawing upon years of knowledge and experience gained from serving the business community, Genesis Financial of South West Florida is dedicated to providing creative financial solutions that not only solve your business’ particular problems, but lessen the number of problems you’ll face in the future.

We are a small firm, and that enables us to offer personal attention, timely service, and complete flexibility. We know that the business world is in constant flux, which is why we believe that working alongside the same professionals over time provides much-needed consistency.

We are a firm comprised of highly qualified, experienced professionals. Since our inception, we have offered a full range of accounting, tax, mortgage, income protection for families, investment, and small business services. Our firm will focus on your unique tax, accounting and financial needs. Are you looking for a firm that can offer a full array of accounting, taxation, and financial services and that is good enough to know you on a personal level? Then look no further. We started as a small operation, each accountant offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a professional firm while still maintaining the personal touch. Hablamos Español