Individuals, Estates, and Trusts

Thank you for your interest in Gineris & Associates’ professional tax and financial services. Every year, we help hundreds of individuals and estates/trusts get the best possible tax outcomes. We appreciate the opportunity to serve you and welcome you into the Gineris family.

As of December 2022, we are no longer taking new individual tax clients unless you are connected with a small business we serve or are a client of Gineris Wealth Management.

If you are connected to a small business or Gineris Wealth, please complete the appropriate form below, which should take you about 10 minutes. We will contact you to set up an initial meeting to discuss your situation and how we can help.


Frequently Asked Questions

What do you need to prepare my taxes?

What are your tax preparation fees?

How do I meet with my tax professional?

How do I get my return?

What credentials do your professionals have?

What is your quality assurance process?

Do you keep copies of my tax documents (i.e., W2s, 1099s)?

What if I have correspondence from the IRS?

Can you help me with tax planning and financial planning?

Can you help me with my business?

It’s always my pleasure when I communicate with members of the Gineris staff! When dealing with me one needs patience. Your professionalism and being courteous and friendly is what I appreciate.

Bill Egan, Individual Client

Thanks for the prompt response and for answering my questions… I appreciated your professionalism and enjoyed your friendly conversation afterwards. We love Gineris and Pat makes us feel like family

Linda Murray, Individual Client