Before April
Tax conversations before a decision becomes a deadline.
Genetti Tax & CFO Solutions · Bingham Farms, Michigan
Clear numbers.
Clear numbers.
Smarter decisions.
Fewer surprises.
Tax planning, preparation, and CFO-level financial guidance for business owners, families, and buyers — with a CPA who stays involved when decisions come up during the year.
Practical
Guidance built around the decision in front of you — not a generic checklist.
Connected
Coordination with your attorney, advisor, bookkeeper, or lender when the situation calls for it.
01
Proactive Tax Strategy
Year-round planning that looks ahead to decisions, deadlines, estimated payments, and opportunities before the year closes.
02
CFO-Level Oversight
Cash flow, reporting, budgeting, banking, and transaction support from someone who has worked inside an operating business.
03
True Coordination
Your taxes, business decisions, and long-term plans belong in the same conversation. Sam coordinates with the other professionals on your team when it helps.
Taxes don't happen in a vacuum.
Income, investments, a business, retirement, a financing decision, or a sale can all change the tax picture somewhere else. Looking at one piece without the others can create avoidable blind spots.
Sam brings the tax and operating-finance perspective, and works with your attorney, financial advisor, bookkeeper, lender, and other professionals when coordination would improve the decision. Each professional stays in their lane; the goal is to make sure everyone is working from the same facts.
Often, the most useful conversation is the one that happens before the transaction, distribution, year-end deadline, or filing date.
“I don't think I'm that traditional CPA that just cranks out returns. I want to know what value a CPA can bring from May to December — to individuals, to business owners, to the people who actually need someone paying attention.”
Who We Serve
Built for individuals and business owners
Every engagement starts with the same question: what does your complete financial picture actually look like? Then we build from there.
Business Owners
S-corps, LLCs, and partnerships navigating growth, owner compensation, payroll structure, and long-term exit planning.
High-Income Individuals
Executives, physicians, and professionals with complex personal tax situations that demand forward-looking strategy — not reactive compliance.
Entrepreneurs & Investors
Founders building companies, acquiring practices, or structuring deals — with tax efficiency at the center of every decision from day one.
Families & Estates
Families coordinating tax, gifting, estate, and succession considerations with their attorney and financial advisor.
What We Do
Services built around your complete financial life
Tax preparation is part of the work. The bigger value is having a CPA who understands the decision behind the numbers and stays involved when something changes.
Core Service · 01
Tax Advisory & Compliance
Year-round tax planning and compliance designed to surface opportunities, support sound decisions, and reduce avoidable surprises.
- Business & individual income tax returns
- Michigan flow-through entity (FTE) elections & planning
- Multi-year tax planning
- Roth conversion & RMD tax planning
- IRS & state tax representation
- Entity structure tax analysis
Core Service · 02
Fractional CFO Services
Senior-level financial support for owners who need better visibility, planning, and decision support without hiring a full-time CFO.
- Cash flow forecasting & modeling
- Financial reporting & dashboards
- Budget development & variance analysis
- Banking & lender relationships
- M&A advisory & due diligence
- Investor-ready financial presentations
✦ Coordinated Service · 03
Coordinated Financial Strategy
Tax insight that connects your personal goals, business decisions, and long-term plans, with the right professionals involved at the right time.
- Retirement & investment tax coordination
- Roth conversion & distribution tax planning
- Estate & succession tax coordination
- Bookkeeper & lender coordination
- Personal & business cash flow alignment
- HSA, QCD & student loan tax planning
What Coordination Changes
Where coordination matters most.
Six common situations where aligning tax, cash flow, and professional advice can help you make a better-informed decision and avoid preventable gaps.
01
Tax-Aware Investment Decisions
Tax consequences can be considered before gains are realized, losses are harvested, or distributions are taken. Investment decisions remain with you and your investment professional.
02
Business Cash Flow & Financing
Reporting, tax obligations, owner pay, and borrowing needs are considered together so financing decisions reflect both available cash and upcoming obligations.
03
Retirement & Life Changes
Retirement, a new home, a growing family, or a change in income can reshape the tax picture. Sam helps identify the tax and cash-flow questions to coordinate with the professionals supporting the next step.
04
Estate & Succession Coordination
Tax considerations are coordinated with your attorney and financial advisor so basis, gifting, ownership, and succession questions are addressed by the right professional at the right time.
05
Business Transition Planning
Entity structure, sale structure, cash flow, and tax consequences are considered early so you understand the financial tradeoffs before a transaction closes.
06
One Connected Point of View
A CPA who understands the broader goals, helps connect the right professionals, and keeps the tax and financial implications in view as your life and business evolve.
Bingham Farms, MichiganA local firm, built for long-term relationships.
32500 Telegraph Rd., Suite 104 · Bingham Farms, MI 48025
Serving business owners, families, and buyers throughout Southeast Michigan and beyond.
About
Samuel E. Genetti
CPA, MSA · Michigan Licensed · Founder & Principal
“I didn't leave the CFO seat to prepare returns. I left to be the advisor I always wished my clients had — someone who is proactive, present, and genuinely invested in what happens between January and December.”
Sam's background includes public accounting, hands-on experience as Controller of a mid-sized company, financial leadership work with Detroit-area labor organizations, and graduate work at Walsh College. That mix of technical tax work and operating finance shapes how he approaches client decisions.
He founded Genetti Tax & CFO Solutions to build the kind of CPA relationship he believes clients should be able to expect: responsive, practical, year-round, and grounded in the full financial picture.
A process built on trust, not transactions
01
Discovery Consultation
A straightforward conversation about what is changing, what you need help with, and whether the firm is a good fit.
02
Full Assessment
We review the relevant tax history, financials, entity structure, cash flow, and other information needed to understand the issue in context.
03
Prioritized Plan
You receive a practical set of next steps, with responsibilities and coordination points made clear so the plan can actually be used.
04
Ongoing Relationship
The relationship continues with planning conversations, tax updates, and coordination with your other professionals when circumstances change.
The Vision
A CPA relationship that stays useful after the return is filed.
The point is not to make every financial decision more complicated. It is to make sure the tax and cash-flow consequences are understood before an important decision is locked in.
That is what Genetti Tax & CFO Solutions is built around: thoughtful work, direct communication, and a CPA who stays close enough to the business and the client to know when a conversation is worth having.
Helpful Resources
Official tools clients commonly need
Direct links to IRS and Michigan Treasury resources for accounts, payments, records, and withholding.
IRS.gov
IRS Individual Online Account
View federal tax records, payments, notices, transcripts, authorizations, and other account information.
Open official resource →IRS.gov
IRS Business Tax Account
For eligible businesses and authorized users to view business tax information, payments, transcripts, notices, and account details.
Open official resource →Michigan.gov
Michigan Treasury eServices
Access Michigan individual and business tax portals, payments, records, letters, and online services.
Open official resource →IRS.gov
IRS Tax Withholding Estimator
A federal tool for employees and retirees who want to review paycheck or pension withholding.
Open official resource →External links are provided for convenience and general information. Eligibility and available features can change, and these resources are not a substitute for advice based on your specific facts.
Contact the Firm
For a new inquiry, call or email the firm. Existing clients can use the guidance below.
Already a client?
Call the office or email us with questions or updates. For documents, please use the secure sharing instructions provided by the firm, or call ahead to arrange a document drop-off.
Please do not send tax documents, Social Security numbers, account numbers, or passwords by ordinary email.
An inquiry does not create a CPA-client relationship. Services begin after we agree to the engagement in writing.