Financial & Tax Services for the Dynamic Business Owner
Financial & Tax Services for the Forward-Thinking Small Business

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.

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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.

We can assist you in claiming Employee Retention Tax Credits, distributing RRF grant funds, applying for PPP loan forgiveness, and advise you on any new COVID-related legislation.

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


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.

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