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
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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.
Our experts ensure that you are filing correctly, observing all state, federal, and international tax laws and requirements.
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.
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.
Latest Video
Trump’s Big Beautiful Tax Bill – Decoded by Anil Grandhi
Learn how to save more and plan smarter in 2025.
Helpful Resources
ERC Refund in 2026: One Great Way to Handle It
If your business receives an Employee Retention Credit (ERC) refund in 2026 for wages paid in 2020 or 2021, you may have an important tax planning opportunity. Many businesses filed ERC claims years after they filed their original income tax
How to Convert Your S Corporation into a Tax-Favored QSBC
Let’s turn our attention to an increasingly valuable tax planning opportunity involving qualified small business corporation (QSBC) stock, especially in light of recent law changes. QSBCs—essentially, certain qualifying C corporations—offer powerful tax advantages. Most notably, you may be able to
When Self-Created Intangibles Are Taxed as Ordinary Income
If you plan to sell a business or an intangible asset, you need to understand a critical tax rule that can significantly increase your tax bill. Tax law treats many self-created intangible assets as non-capital assets. This treatment means you
Frequently Asked Questions
Who are your services designed for?
We serve individuals, self-employed professionals, startups, small to mid-sized businesses, and CPA firms looking to outsource or scale their financial operations.
How is AG FinTax different from other tax firms?
We go beyond tax filing — offering year-round planning, proactive insights, and tailored advice using a tech-enabled, CPA-led approach.
Do you offer virtual services across the U.S.?
Yes! We work with clients in all 50 states through secure, digital processes. Schedule a call with our experts today.
What is the “One Big, Beautiful Bill”?
It’s the 2025 tax reform law signed by President Trump, extending key parts of the 2017 Tax Cuts & Jobs Act while introducing new deductions, credits, and planning opportunities for individuals and businesses.
How does the new tax law impact individual taxpayers?
- Key benefits include:
- Increased standard deduction.
- Tax-free treatment of tips (up to $25,000/year) and overtime (up to $12,500/year).
- Enhanced child tax credit.
- New deductions for car loan interest (U.S. vehicles), seniors, and adoption.
What are the key changes for small businesses?
- 100% bonus depreciation made permanent.
- Permanent QBI (20%) deduction.
- Higher Section 179 expensing limit.
- New employer tax credits for childcare and family leave.
- CHOICE HRA credits and full deduction for domestic R&D.
How does the law affect real estate and retirement planning?
- Estate tax exemption raised to $15M per taxpayer.
- HSA enhancements (Medicare eligible contributions, fitness expenses).
- Trump Accounts for children (tax-free growth for education or first home).
What planning should I do now for 2025–2026?
We recommend reviewing your income strategy, deductions, and entity structure. Many benefits are income-dependent or time-limited, so early action can maximize savings.
Can AG FinTax help me optimize under this new law?
Absolutely. We offer personalized tax planning services to help individuals, families, and business owners take advantage of the new rules. Book your consultation today.