FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
✨ $1,500 RETAINER = FREE 2025 TAX PREP + 50% OFF FOR LIFE ✨
- What is your typical process for working with a new customer?
At Genialis Opus LLC, I start by understanding each client’s unique situation and goals before providing any recommendations. Here’s how the process works: Initial Consultation (Free) – We begin with a brief 15–20 minute conversation to discuss your needs — whether it’s tax preparation, IRS resolution, or long-term planning. Document Review & Engagement – Once we agree on the scope, I’ll provide a secure portal to upload documents and a clear engagement letter outlining deliverables and fees. Analysis & Preparation – I review your materials, identify potential deductions or issues, and prepare accurate, compliant filings tailored to your goals. Review & Strategy Session – Before finalizing any work, I meet with you (virtually or in person) to walk through results, answer questions, and discuss proactive strategies for future savings. Ongoing Support – Clients enjoy year-round access for tax planning, compliance checks, and updates — especially those who join our Founding Client program. My goal is to make the process transparent, stress-free, and educational — so you feel confident in every step.
- What education and/or training do you have that relates to your work?
Enrolled Agent | Paralegal | MBA