Tax Advisory Services That Lower the Bill Before It Arrives
Representation when you owe, planning so you never do again.
Most accounting firms prepare your return after the year is over, when every decision that set your tax bill has already been made. Tax advisory services work the other way around. At Oasis Tax Advisory Services, Angie Toney, CPA/PFS, a Forbes Best-in-State CPA, starts with where your business is headed and builds the tax strategy, the books, and the financial reporting to get there with less going to the IRS.
That is the difference between a preparer and an advisor. A preparer records what happened. An advisor changes what happens next: entity structure, timing of income and expenses, retirement funding, owner compensation, and the credits that rushed returns routinely miss. Our clients have saved more than $1M in tax liability through this approach, and one client who owed $400,000 walked away owing nothing.
We serve business owners in Herndon, Northern Virginia, and Washington, DC, and clients in all 50 states.
What our tax advisory services include
Tax Planning Services
A written, forward-looking plan that shapes your tax bill before December 31 locks it in. Quarterly check-ins keep the strategy current as your income and your business change.
- Entity structure review
- Income and expense timing
- Retirement strategy
- Deduction and credit capture
- Quarterly check-ins and a written plan
Tax Preparation
Federal, state, and local returns prepared by the same CPA who built your plan, so the return reflects strategy instead of surprises. Accurate, on time, and reviewed before anything is filed.
- Federal, state, and local business returns
- Individual returns for owners and high earners
- Estimated payment and safe-harbor review
- Prior-year amendments when planning uncovers missed deductions
IRS Representation
If you owe, we deal with the IRS so you do not have to: notices, audits, back taxes, levies, liens, offers in compromise, and installment agreements. Then we put planning in place so it does not happen again.
- Resolve tax issues
- Get you back in compliance with the IRS
- Handle audits
- Settle wage garnishment
- File back taxes
- Negotiate offers in compromise and installment agreements
Bookkeeping
Clean, current books are the foundation of every tax decision. We keep QuickBooks accurate, produce financial statements you can read, and hand tax season a finished file instead of a shoebox.
- Maintain order in your internal financial systems
- Prepare financial statements
- Manage Cloud Accounting and QuickBooks
- Perform accurate and understandable bookkeeping operations
CFO Advisory
Fractional CFO guidance for businesses at or past $1M in revenue: cash flow, pricing, hiring, owner compensation, and the numbers behind each decision, without a full-time hire.
- Develop plans to make your company profitable
- Protect your assets and create long-term financial goals
- Support your business’s future financial success
One advisor across every part of your tax life
The five services above are not a menu. They are one engagement seen from five angles. Bookkeeping feeds the plan, the plan drives the return, and if the IRS ever comes calling, the same person who knows your numbers is the one who answers. That is what tax advisory services mean at Oasis: nothing falls between firms, and nothing gets decided after the fact.
We’re your oasis during tax season (and year-round!)
Get help from the experts. Book a consultation now to discuss your tax strategy, accounting issues, and financial goals.
A trusted tax partner for businesses and individuals
With decades of experience in tax strategy, tax planning and preparation, accounting, and corporate audits, Oasis Tax Advisory Services has a proven record of supporting our clients.
We’re more than just experts in the finance industry – we’re problem solvers, critical thinkers, time savers, and stress relievers. We take the time to listen and tailor our services to each client’s individual needs.
Our commitment is to provide trusted advice, dependable strategy, and accurate execution, all with a side of compassion and professionalism. You’ll be glad you contacted us!
Real clients with real results
Derrick H.
“I just wanted to know exactly where I stood with the IRS. Angie was able to put my mind at ease when she came back to me with an accurate amount, with options I never thought existed. Angie talked directly to the IRS and together they agreed to wipe away my penalties. So, you know I'm team TONEY.”
Karen E.
“I am so happy I contacted Angie when I received a penalty notification. Turns out, the IRS had missed something that Angie picked up on, the result, penalty abatement. Had I just paid the penalty, I would have given the IRS free money, unnecessarily! Thank you Angie!!!”
Anonymous
“We were out of compliance with our taxes from 2016 through 2020. Angie worked with us and assured us that with every step of the way that things will all work out. She was compassionate with our situation.”
Mispa A.
“Angie is an awesome Professional. she is knowledgeable, responsive and knows what she's talking about. I will highly recommend her anytime.”
Mia I.
“Angie has been a legit Angel to work with. Responsive, Reliable and Professional... She has helped me to better understand both my personal and business finances all while putting me at ease. I would recommend her services to anyone.”
Brian N.
“[Angie] has superior tax knowledge and offers realistic strategies and practical advice that she customized for my circumstance. I was delighted to learn that she works with payroll, benefit, and investment professionals who provide cost-effective services for implementing the recommended strategies. ”
Taylor R.
“I was incredibly pleased with the tax advice I received from Angie. She was prompt and professional and had extensive knowledge of tax regulations. She was patient in answering my many questions and ensured I understood the topic before providing any advice. Her suggestions significantly improved my situation, and I could not be more thankful.”
Jonathon M.
“Could you imagine purchasing your first home at 27years old? … because I sure didn’t. Angie T kept me focused and kept me disciplined through the process… she helped me get my credit on point also had me on a financial plan… you can’t go wrong when you have her on your side.”
Dr. A.
“Angie has helped me in many ways. I’ve learned from several of her free financial workshops. She’s corrected years of tax issues I struggled with trying to resolve through the IRS. She’s also helped with businesses taxes that I messed up. Angie knows her stuff and I am forever grateful.”
Michael S.
“Angie is simply Awesome. Very skillful , caring, has a great mind for problem solving, honest and whose character is above reproach. Some people are 5 star, she is a 6.”
Orlando D.
“Thank you so much for relieving me professionally and competently from my serious tax burden, and as a blessed result, enabling me to reunite with my new beloved family residing in the UK. Angie helped me efficiently, in a non-aggressive, but rather expert manner resolve a lingering, large federal tax matter which previously upheld my US Passport.”
Haley N.
“Angie is not only good at what she is doing but she is also very caring which is why I highly recommend her. She would go beyond what is required to guide you to success. She is humble, responsive and like to educate others of why we do this or that. You will feel confident working with her.”
