Individual Tax Returns
Preparation and planning for individuals and families with investment income, multi-state considerations, business interests, and other complexities.
Tax services for layered financial lives.
Genialis Opus works where personal tax, fiduciary responsibility, business compliance, and planning decisions intersect.
What Genialis Opus Handles
Trust & Estate Returns
Form 1041 fiduciary income tax returns for trusts and estates, with careful attention to beneficiary reporting and administration timelines.
Nonprofit Returns
Form 990 preparation for foundations, charities, and other tax-exempt organizations that need clear compliance support.
Estate & Gift Tax Returns
Forms 706 and 709 for estate, gift, and generation-skipping transfer tax matters.
IRS Representation
Support for IRS notices, audits, collections, payment plans, penalty abatements, and tax problem resolution.
Business Tax Support
Entity formation, elections, payroll support, annual returns, planning, and ongoing compliance for small businesses.
Comprehensive Package
$1,500
One 1040 plus your choice of 1041, 990, or tax planning.
Focused Sessions
Book time for IRS letters, tax planning, filing questions, or follow-up support.
Start With Scope
A consultation helps determine what needs to be prepared, reviewed, or resolved first.
Schedule Consultation