2015 01 02 13.01.08

Lisa Randle RFC EA

schedule a free consultation

Hi my name is Lisa Randle and I am so looking forward to working with you.

credentials

contact

+1(972) 235-4211
lrandle@genesisservices.net

2435 N. Central Expy Ste 1200

Richardson TX 75080

bio

2015 01 02 13.01.08

I have over 30 years experience working in the financial services industry. I have worked independently for the past 15 years to help my clients to minimize their tax burden. I love helping my clients to take the stress and complication of our tax code out of there lives by providing comprehensive tax planning and preparation services.

education

New England College of Business

Bachelor of Accounting and Finance

1986

Mountain View College

Certificate of Professional Accountancy

2014

experience

Genesis Financial Group

Financial Services Manager
RICHARDSON, TX

01/2000 - present

associations

NAEA

Member since 2006

Financial Planning Association

Member since 2013

exams

, Intl Assoc. of Registered Financial Consultants

2008

CPA Candidate

2015

business info

Thumb g genesis logo 1

Genesis Financial Group

The Beginning to your Financial Solutions

www.genesisservices.net

Established 2000

We provide our clients a one stop shop to meet all their financial services needs. We provide individuals, families and business owners comprehensive tax planning, tax preparation, tax representation, bookkeeping and CFO services.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 AM
Tuesday 09:00 AM - 05:00 AM
Wednesday 09:00 AM - 05:00 AM
Thursday 09:00 AM - 05:00 AM
Friday 09:00 AM - 05:00 AM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Bookkeeping services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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