Your family tree has more branches than you think — so does your tax return.
Tax Genie specializes in the unique tax situations genealogists face. From multi-state income sources, books, speaking and traditional genealogy, we know your world — and we know the tax code.
What We Do
Tax Services Built for Genealogists
Generic accountants don't understand genealogy. We do. Every service we offer is tailored to the financial realities of tracing your roots.
Tax Planning
Proactive strategies to minimize your tax burden year-round — not just at filing time. We help you plan ahead so there are no surprises.
Genealogy Research Deductions
Travel, subscriptions, DNA tests, and professional fees — we know exactly what qualifies and how to document it.
Inherited Property & Estates
Stepped-up basis calculations, estate tax filings, and inherited real estate — handled with precision.
Cross-Border Family Assets
International inheritance, FBAR reporting, and foreign family assets discovered through genealogy research.
Professional Genealogist Taxes
Business tax returns, quarterly estimates, and deduction strategies for full-time genealogy professionals.
IRS Representation
As an IRS Enrolled Agent, we can represent you before the IRS for audits, appeals, and collections.
Not sure where to start?
Book a free 30-minute consultation. We'll review your situation and tell you exactly what we can do for you.
Why Tax Genie
We speak genealogy and tax law fluently.
Tax Genie was founded on a simple observation: genealogists face tax situations that generic accountants don't understand. Inherited land records, research travel, overseas family estates — these require a specialist.
- IRS Enrolled Agent — licensed to represent you before the IRS
- Certified Public Accountant — Ohio License #43806
- Nationally recognized tax expert in family history and estate taxation
- Deep knowledge of genealogy-specific deductions
- Nationwide practice — we work with clients in all 50 states
- Free initial consultation, no obligation
Uncover Your Past.
Simplify Your Taxes.
Book a free 30-minute consultation with our IRS Enrolled Agent. No obligation, no jargon — just clarity.