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) 555-0100
info@atlantictaxadvisory.com
New Client Intake
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
OFFICE
Miami, Florida
STANDARD HOURS
Monday – Friday: 9:00 AM – 5:00 PM
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.