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Genesis Client Resource Center

Welcome to the Genesis Client Resource Center. Access your secure portal, schedule appointments, make payments, download resources, and stay informed of important tax deadlines.

Tax Resources

Quick Access
 

Everything you need to manage your tax, accounting, payroll, and advisory services in one place

📁Client Portal

Access your secure Genesis portal to upload documents, review completed returns, and communicate securely.

📅Schedule Appointment

Book a Discovery Call, Advisory Meeting, Tax Consultation, or Client Check-In.

⬆️Upload Documents

Securely submit tax documents, bookkeeping records, payroll information, and supporting documents.

💳Pay Existing  Invoice

If you have received an invoice from Genesis Tax & Business Service, please use the secure payment link included in your invoice email. Need a copy of your invoice?  Contact us

Important Tax Deadlines

🗓️ June 15
Estimated Tax Payment (Q2)

🗓️ October 15
Individual Extension Deadline

🗓️ September 15
Business Extension Deadline

🗓️January 15
Q4 Estimated Tax Payment Due

Helpful tax tools, forms, and IRS resources.

Tax Resources

📋 IRS Online Account

View tax balances, payments, transcripts, and IRS notices securely online.

🧮 Estimated Taxes

Learn about quarterly estimated tax requirements, due dates, and payment options.

💳 IRS Direct Pay

Make federal tax payments securely online.

📋IRS Tax Withholding Estimator

Review your federal tax withholding and estimate adjustments to help avoid unexpected tax balances or refunds at year-end.

🔍 Where's My Refund?

Check the status of your federal refund.

📋 IRS Transcript Request

Access tax return transcripts, wage and income records, account transcripts, and other IRS documents needed for tax preparation or verification.

Download commonly used Genesis forms, checklists, and client documents.

Client Forms & Downloads

📄Tax Organizer

Prepare your tax documents before filing.Complete this organizer to help us prepare an accurate return..

👥Payroll Onboarding

Required payroll forms and employee onboarding documents for payroll setup.

📑W-9 Form

Download a W-9 form for vendors, contractors, and business verification purposes.

📊Bookkeeping Checklist

Monthly bookkeeping checklist to help keep your financial records organized and tax-ready.

🔐Portal Guide

Learn how to access, upload, download, and communicate through the Genesis Client Portal.

Frequently Asked Questions 

Quick answers to common Genesis client questions.

📋 Is an extension an extension to pay?
No.  An extension provides additional time to file your return, not additional time to pay taxes owed.

 📋 How do I upload documents?
Use the Upload Documents button above to securely submit files through our portal.

📋 How do I access my completed tax return?
Log into your Genesis Client Portal to view and download completed returns.

📋 What should I do if I receive an IRS or State notice?
Upload a copy through the Client Portal and notify Genesis immediately.

💳 How do I make a payment?
Use the Pay Invoice button above to securely submit payment online.

 How do I contact Genesis?
You can Call or text  219-776-6706 or email info@genesisbusinessservice.org.  Existing clients may also contact us  through the Genesis Client Portal.

           

Phone /Text  2197766706               Fax: 2196279213

9800 Connecticut Drive                   Crown Point,IN 46307

           Genesis  Business Service 

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Tax Deductible Contributions

Genesis Business Service is a recognized 501(c)(3) nonprofit organization. Contributions may be tax-deductible as permitted by law.

Copyright © 2026 | Genesis Tax and Business Service| All Rights Reserved

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