New Genesis Financial

Being a guardian for a minor or other incapacitated or elderly person or family member can be a daunting task. Besides determining the majority of the decisions regarding the health and well being of your ward, you are also faced with strict reporting requirements imposed by the courts. Failure to follow the statutory reporting requirements, can have steep consequences for you legally and your ward emotionally. New Genesis Financial can help alleviate a bit of this stress by offering financial accounting and court reporting services for court appointed and professional guardians. We can tailor services to be provided either annually, semi-annually, quarterly or monthly and we can also work in conjunction with your attorney of record in your case.

Service we provide:

• Provide notice to Guardian 30 days before the end of their accounting year.
• Prepare all accounting, verify statutory audit fees and submit directly to Guardian or Guardian’s legal counsel (by Guardian’s request) 30 days prior to the court filing deadline date.
• Prepare annual tax filings.
• Offer 24/7 access to your Ward’s financial records via your own private, secure web portal.

You have enough to worry about, let New Genesis Financial help ease the stress of handling the strict reporting requirements imposed by the courts.

Please contact us today either via our website or call us at 321.765.8200 – we are here to help!

Testimonial: "I have referred clients to Ramona in the past and they come back thanking me for sending them over to her. She is very professional, personable and goes out of her way to make sure her clients are taken care of. I would recommend Ramona to those in the market for an accountant that is trustworthy and does great work." J.R. MacClary, Financial Advisor, The Milestone Financial Group, Raymond James Financial Services