Free Initial Consultation – 15 min

Service Description

Meet with Genialis Opus LLC for a complimentary 15-minute initial consultation to discuss your tax or business needs and determine how we may assist you. This consultation is designed for prospective clients interested in tax preparation, tax planning, IRS or state tax matters, business tax services, trust and estate taxation, payroll support, cost segregation, entity services, or other tax advisory needs. During the meeting, we will briefly discuss your situation, identify the services you may need, explain our process, and discuss next steps and applicable fees. Please note: This complimentary consultation is intended to determine the scope of a potential engagement and does not include detailed tax advice, tax research, document or tax return review, tax calculations, or written recommendations. The complimentary consultation is limited to 15 minutes. Additional consultation or professional time is available at $150 per hour, billed in 15-minute increments ($37.50 per additional 15 minutes), with your approval. We look forward to learning more about your needs and discussing how Genialis Opus LLC can help.