Individual Tax Services
Your return, prepared by people you can still reach in July
Genesis prepares federal and state individual returns and provides personal tax planning for clients in Auburn, Alabama and elsewhere — from straightforward filings to returns involving rental property, investments, retirement income or a side business.
What's Included
Preparation, review and the conversation around it
Every return is prepared and reviewed by a professional who looks past the current year — at estimated payments, withholding, retirement contributions and anything that should be handled differently going forward.
Federal & state returns
Prepared, reviewed and filed electronically, with copies retained for your records.
Prior-year and amended returns
Unfiled or incorrect returns brought current.
Estimated payments & withholding
Set at a level that avoids both surprises and needless overpayment.
Rental, investment & retirement income
Schedules E, D and retirement distributions handled correctly.
Self-employment & side businesses
Schedule C income, deductions and self-employment tax, coordinated with any business return.
Life changes
Marriage, children, a home purchase, a new job, an inheritance or retirement, planned for in advance.
Why Ongoing Help Matters
The return records decisions you already made
By the time a return is prepared, most of the outcome is fixed. Planning conversations during the year — about withholding, retirement contributions, the timing of income or the sale of an asset — are where the result actually changes. That access is part of the relationship, not an upsell.
Both Sides of the Picture
Personal and business, handled together
For owners, the personal return and the business return are one financial picture. When Genesis handles both, owner compensation, distributions, retirement plans and estimated payments are coordinated rather than reconciled after the fact.