AG Tax Services
AG Tax Services
Financial & Tax Services for the Dynamic Business Owners

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.

Anil Grandhi with Mr. Bill Clinton, former US President, at the ITServe Synergy Annual Conference

Tax and Financial Services

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Tax Planning 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.

We can assist you in claiming Employee Retention Tax Credits.

Virtual CFO Services

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

Monthly Accounting Services

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

Tax Filing & Compliance Services

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

Wealth Management Services

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

AG Tax Newsletters

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.

Weekly Live Videos

Helpful Resources

Protect Yourself: Digitize Tax Receipts

When it comes to IRS audits, one of the most common reasons taxpayers lose deductions is the lack of proper documentation. While your credit card or bank statements prove you spent money, they don’t show what you purchased. Without supporting

Monthly Accounting Services

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

Tax Filing & Compliance Services

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

Wealth Management Services

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