Schedule a Consultation
Whether you are navigating cross-border reporting or require accurate U.S. income tax preparation, our advisory team is ready to assist. Reach out to schedule a consultation through our direct channels or intake portal.
Phone
(305) 450-7838
contact@atlantic.cpa
ITIN Intake Form
Required for individuals who are not eligible for a Social Security Number but need a U.S. taxpayer identification number.
Form 1040 Intake Form
This form is for U.S. citizens and residents who need to provide necessary tax data for their annual 1040 individual income tax return.
Form 1040NR Intake Form
Designed for non-residents of the U.S. to ensure full compliance with 1040NR federal reporting requirements.
Request a Consultation
This is an initial consultation to understand your situation; it does not constitute legal or tax advice at this stage.
Your information is confidential and used only to assess fit for our services.
Location & Office Hours
323 Sunny Isles boulevard, Suite 700
Sunny Isles Beach, Florida
STANDARD HOURS
Tuesday – Thursday: by appointment only
Note: Limited evening or weekend consultations may be available by appointment.
What to Expect from Your Consultation
What happens during the initial consultation?
We perform a high-level review of your current tax situation and long-term compliance goals to determine if our services are a suitable fit for your needs.
Is this a sales call?
No. The discussion is focused on understanding the complexity of your situation and establishing clear next steps, without high-pressure sales tactics.
Will you give tax advice during the first meeting?
Specific tax advice and strategy recommendations typically follow a formal engagement and a comprehensive review of your prior filings and documents.
What should I prepare in advance?
To make the most of our time, please have your prior-year returns, any recent tax authority notices, and a brief summary of your questions available.