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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

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

📅Schedule Appointment

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

Quick Access
 

📁Client Portal

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

⬆️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

Becoming a Genesis client is simple. Follow the four steps below to begin receiving professional tax, accounting, payroll, and business advisory support tailored to your needs.

Become a Genesis Client in 4 Simple Steps

🎉 Welcome to Genesis

Tax Resources

Helpful tax tools, forms, and IRS resources.

📋 IRS Online Account

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

💳 IRS Direct Pay

Make federal tax payments securely online.

🧮 Estimated Taxes

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

📋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.

Important Tax Deadlines

🗓️ October 15
Individual Extension Deadline

🗓️January 15
Q4 Estimated Tax Payment Due

🗓️ June 15
Estimated Tax Payment (Q2)

🗓️ September 15
Business Extension Deadline

Client Forms & Downloads

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

📑Submit W-9 Form

Vendors and contractors can securely submit their completed W-9.

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

📊Bookkeeping Checklist

🔐Business Success Center

Stay organized and on track with practical checklists for every stage of your business—from startup to year-end planning.

📁Become a Client

Complete New Client Intake

📄Tax Organizer

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

🔐Portal Guide

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

Hiring a new employee or contractor? Complete the onboarding request below. We'll send your new hire a secure Gusto invitation to complete all required payroll and tax forms electronically.

📁Employee & Contractor Onboarding

FAQS

Quick answers to common Genesis client questions.

Contacto

Contacto

📋 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.

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