
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.

We can assist you in claiming Employee Retention Tax Credits, distributing RRF grant funds, addressing PPP loan forgiveness issues, 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
Testimonials
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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Upcoming WebinarThe 1.9 Trillion American Rescue Plan
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 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 WebinarNew $1.9 Trillion American Rescue Plan
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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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…