Schedule a Consultation
An introductory conversation, at no cost
A first consultation is a straightforward discussion: what your situation looks like today, what you need help with, and whether Genesis is the right fit. If it is easier to simply call, please do.
What To Expect
No pressure, no obligation
We will ask about your business or personal situation, the work you currently have handled elsewhere, and what has or has not been working. You will leave the conversation knowing what we would do and what it would involve.
- Roughly 20–30 minutes, by phone, video or in person at the Auburn office
- Bring your most recent return and, for businesses, a recent financial statement if you have one
- You will hear a clear description of scope before any engagement begins
Rather talk now?
Send the form and we will reach out to arrange a time.