


Tax and Financial Services
We use our decades of strategic tax planning and accounting experience to enable business owners succeed and build wealth by helping them save hundreds of thousands of dollars.

Don’t leave your taxes to be done at the last minute. Careful tax planning can save you a lot of hassle come April 15. See how we can help.

In need of financial guidance for your business? Let us step in and help as your Virtual CFO.

Consistent accounting services make sure all of your tax documents and expenses are organized month over month.

Our experts ensure that you are filing correctly, observing all state, federal, and international tax laws and requirements.

Protect and maintain your wealth and investments through our wealth management services.

Join me for an upcoming financial webinar
Who We Serve
AG FinTax provides Tax Planning, Relief, Grants, and Loans Consulting, Virtual CFO Services, Monthly Accounting, Tax Filing & Compliance and Wealth Management services for
Testimonials
The guidance that we received from the Virtual CFO appointed by AG Fintax was brilliant, to say the least. One could see a high level of involvement in all financial and business aspects and their expertise was demonstrated by their superb financial planning and high standards of business excellence. Ethics and Integrity were at the core of their processes, and we are very happy with their Virtual CFO services
Srikanth Reddy
XtracIT Inc, Charlotte, NC
For my PPP loan, AG FinTax put its best foot forward to make everything appear so easy, from application to closure. While qualifying was always a cause of concern, the precision-guided approach by the AGFintax team made it possible. AG FinTax’s knowledge of the Acts and grants is so deep that you just have to present the case; their diagnosis and personalized solutions instantly follow. Thank you, Anil, and AG FinTax
Dileep Tiwari
CEO, Galaxy Software Solutions
Thank you, Anil and your amazing team, personal finance management is no more a challenge for me. Not only did you help me sail past all the formalities, but also oriented me towards getting a great deal of understanding about tax laws, savings and dos and don’ts. From start to finish, it has never been this easy
Suresh Mettupalli
CEO, H Square IT Solutions
Are you a Business Owner seeking tax filing assistance, financial advice, or COVID stimulus guidance?
Let’s grab a virtual coffee and assess all of your options. I look forward to making tax filing easier for you and your business.
Helpful Resources
- Blog
Primer: When Cancellation of Debt (COD) Income Can Be Tax-Free
- Blog
Crowdfunding: Is It Taxable?
- Blog
Mixed signals on economic outlook
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Upcoming WebinarTax Planning for Individuals and Businesses
Don’t save your tax planning for the spring! Access our forms to help you develop and implement year-end tax planning strategies now.
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Upcoming WebinarYear End Tax Planning Strategies for Individuals
Don’t save your tax planning for the spring! Access our forms to help you develop and implement year-end tax planning strategies now.
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Upcoming WebinarHow to apply for the Restaurant Revitalization Fund
Join us on X date for our virtual Tax Free Grant Webinar on how you can apply for the Restaurant Revitalization Fund.
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VideoThe Employee Retention Tax Credit
Watch this short clip from last week’s COVID Stimulus Package Webinar to learn everything you need to know about how much money you can earn if you apply for the Employee Retention Tax Credit.