Tax Planning
Most tax savings are decided long before the return is filed. We model entity choice, owner pay, retirement plans and multistate issues so you can decide with real numbers.
Read moreTax Advisory & Resolution
Tax Advisory Services & Resolution
Tax questions get expensive when they are answered too late: after the year closes, after a notice arrives, or after a foreign account goes unreported. Our tax advisory services help business owners and individuals plan ahead, answer the IRS and state agencies properly, and resolve problems that already exist.
30 minutes · $199 · written summary included
Tax advisory services for business owners and individuals
We focus on tax matters that call for careful judgment: planning decisions with lasting effects, representation when a tax agency is asking questions, resolving balances owed, and international reporting that carries serious penalties if missed.
We work with clients in Northern Virginia, the Washington DC area and across Virginia, including people and businesses with obligations in Maryland, the District of Columbia and other states.
Our tax services
Four areas of tax advisory and resolution
IRS Representation
A notice or audit letter has a deadline, and your answer matters. We take over the conversation with the IRS or state, organize your records and respond on time.
Read moreTax Resolution
Back taxes, missing returns or a levy on your account? We find out exactly what you owe, get you compliant and pursue the relief options that fit your situation.
Read moreInternational & Cross-Border Tax
Foreign accounts, overseas income or a foreign-owned US company can trigger forms with steep penalties. We map what you need to file and help you catch up if years were missed.
Read moreWho it’s for
- Business owners making decisions about structure, compensation and retirement savings
- Individuals and businesses that have received an IRS or state notice
- Taxpayers with balances they cannot pay in full, or with unfiled returns
- People and companies with foreign accounts, income, owners or family
What’s included
- A focused review of your situation and the decisions or deadlines ahead
- Written recommendations with the reasoning behind them
- Representation before the IRS and state tax agencies under a power of attorney
- Resolution options explained in plain terms, with realistic expectations
- International information reporting and catch-up filings
How it works
How it works
Consult
A 30-minute consultation to understand the issue and the deadlines.
Review
We gather returns, notices and records and analyze your position.
Recommend
You receive options, costs and likely timelines in writing.
Act
We carry out the plan: planning steps, filings or agency contact.
Follow up
We monitor deadlines and keep you informed until the matter is closed.
Why Atlantic Assurance & Advisory
CPAs can represent taxpayers before the IRS on any tax matter. We combine that with an accountant’s understanding of the records behind the numbers. We tell you what we expect, including when an option is unlikely to work, and we never promise a particular result.
Our tax work connects with our technical accounting and compliance services when your situation calls for it.
FAQ
Frequently asked questions
Which tax service do I need?
If you want to lower future taxes, start with tax planning. If the IRS or a state has contacted you, see IRS representation. If you owe more than you can pay or have unfiled years, tax resolution is the place to start. For foreign accounts, overseas income or foreign owners, see international tax. Still not sure? A free 15-minute call is a quick way to find out.
How much does a consultation cost?
A consultation is 30 minutes for $199 and includes a written summary of your options and next steps, emailed after the call. The fee is credited toward your engagement if you hire us. If you are not sure you need a full consultation, start with a free 15-minute call.
Can you help with Virginia, Maryland and DC taxes?
Yes. Many of our clients live in one of these jurisdictions and work or do business in another. We advise on state and local taxes in Virginia, Maryland and the District of Columbia, including residency questions and local business taxes, and represent clients before those tax agencies.
What should I bring?
Recent returns, any notices you received and a short summary of your question or goal. For planning, year-to-date income figures help. Please use our secure Client Portal for documents rather than email, and never send Social Security or account numbers through the website form.
What does a tax engagement cost?
It depends on the work. Planning is usually quoted as a project, while representation and resolution depend on the number of years and issues involved, and international filings depend on the forms required. After the consultation you receive a written scope and fee, so you know the cost before any work begins.
Book a tax consultation
In 30 minutes we will review your question or notice and outline your options. The fee is credited toward your engagement if you hire us.
30 minutes · $199 · written summary included
Related
Related services
Tax Planning
Most tax savings are decided long before the return is filed. We model entity choice, owner pay, retirement plans and multistate issues so you can decide with real numbers.
Read moreTax Resolution
Back taxes, missing returns or a levy on your account? We find out exactly what you owe, get you compliant and pursue the relief options that fit your situation.
Read moreInternational & Cross-Border Tax
Foreign accounts, overseas income or a foreign-owned US company can trigger forms with steep penalties. We map what you need to file and help you catch up if years were missed.
Read more