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

Tax and Financial Services

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 small business? Let us step in and help as your Virtual CFO.

Consistent bookkeeping 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 small business Tax and Financial webinar
Who We Serve
AG FinTax provides Tax Planning, Relief, Grants, and Loans Consulting, Virtual CFO Services, Monthly Bookkeeping, 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 Small Business Owner seeking tax planning, tax filing assistance, or financial advice?
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

Can Real Estate Professional Status Free Up Old Passive Losses?
Deducting your rental property tax losses against your other income is tricky, as you likely know. You have to get the tax law to treat you—say, a computer engineer—as a tax-code–defined real estate professional. Let’s say you get there. Does

Tax-Free Home Sale: When and Why You Need to Report to the IRS
You’re probably aware that when you sell your home, you may exclude up to $250,000 of your gain from tax if you’re unmarried (or married, filing separately) and $500,000 if you are married and file jointly. To claim the whole

Are you a Real Estate Dealer or Investor?
If you buy and sell real estate, you need to know the difference between being classified for tax purposes as a real estate dealer versus a real estate investor. Real estate dealers are in the business of buying and selling

Consistent bookkeeping 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.