4. Key Features of Program
Free Advanced Tax
Planning Services
Free Tax Return
Evaluation Services
Discounted Tax
Filing Services
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
5. FREE Advanced Tax Planning Services
1. W-4 Analysis for ensuring appropriate federal, state and tax
withholdings (ideal for consultants on H1/L1/TN Visa including
those on EAD/Green Card),
2. Wage Income Planning through Pre-tax Contributions like
401k/Cafeteria Plans/Other eligible plans,
3. Nonresident Income Planning for Nonimmigrant Individuals on
F/M/J/Q Visa,
4. Setting up of Self-Directed IRA, Creation of IRA LLC and
Custodian Account for routing investments into India or elsewhere,
5. Creation of Health Savings Account (HSA),
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
6. FREE Advanced Tax Planning Services
6. Incorporation of Business (C-Corp/S-Corp/LLC),
7. Establishing Children Education Trust/Private/Public Foundations
for building Schools/Colleges, Temples, Hospitals, etc. in US/India
or elsewhere,
8. Exercising of Stock Options (ISO/ESPP),
9. Multiple Entity Structuring for strategically splitting income or
assets into complex tax havens,
10. Drafting Living Trust, Pour over will and many more.
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
7. FREE Tax Return Evaluation Services
Evaluating Previous Year Tax Returns for Better Refunds by:
Filing Right Tax Return
Claiming additional dependents
Removing dependents you erroneously claimed
Reporting your correct filing status & additional income
Making changes in your Above-the-Line Deductions, Standard
Deduction, Itemized Deductions , etc.
Changing your personal exemptions for correctness
Incorporating Tax Treaty Benefits that you missed
Recalculating various tax credits - Child Tax Credit, Education
Credits, Foreign Tax Credits, First Time Home Buyer Credit, &
Dependent Expenses Credit, etc.
Analyzing the return for accuracy and correctness.
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
8. Discounted Tax Filing Services
• When you register as a “Corporate Partner” with us, your
employees shall be entitled to discounted tax filing services
at the time of actual filing of their tax return through us.
• You will have a dedicated team of tax professionals
assigned to your company employees.
• The discount% would be based on the number of
employees your company has in US.
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
9. Our Charges
No. of Employees in US Discount % Standard Returns Itemized Returns
Federal State Total* Federal State Total*
Retail 0% 75 25 100 150 25 175
50-200 10% 68 23 90 135 23 158
201-400 20% 60 20 80 120 20 140
401-700 30% 53 18 70 105 18 123
701-1000 40% 45 15 60 90 15 105
Above 1000 50% 38 13 50 75 13 88
*Includes “Error Free Tax Representation Guarantee” up to THREE tax years at NO additional cost!
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
10. Our Existing Client Base
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
11. Our Existing Client Base
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587
12. How do we differ?
Free Draft Copy of Tax Return - You get the entire tax return for FREE before payment
Straight Fees – No charges on percentage basis / Item wise / preparer call basis
No ITIN Application (Form W7) Processing Charges for your Spouse/Dependents
No separate Itemized Planning Charges for State Tax Returns
No separate charges for Form 1116 (Foreign Tax Credit Computation)
No Multistate Wage Bifurcation Charges (If you have income from two or more states)
Free Peace of Mind Package up to next 3 tax years
Free Managed Hosting Services (You may use AO Tax Address to receive unlimited
correspondence/ refunds from IRS/State revenue)
Advantage One Tax Consulting, 20610 Quarterpath Trace Circle, Sterling, VA 20165
Email: clientservices@aotax.com Website: www.aotax.com Call: 703-584-5533/4624 Fax: (703)-991-0587