We use our decades of strategic tax planning and accounting experience to enable small business owners succeed and build wealth by helping them save hundreds of thousands of dollars.
Tax and Financial Services
As Seen In
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 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 small business Tax and 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
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.
Webinars
Date: 15th February, Friday
Time: 12 pm PST
Join here:
https://tinyurl.com/2023taxplanwebinar2
Helpful Resources
Test Your Tax IQ: Deducting More Than One Business Vehicle
Contrary to popular belief, the IRS does not limit business owners to claiming deductions on only one business vehicle. You might maximize tax benefits by using multiple vehicles for business purposes. This is particularly true when you use the vehicles
Estate Planning for the Rest of Us
You need an estate plan, regardless of whether or not you are among the ultra-rich. As recent news has shown, even those who have won the lottery or have substantial wealth can fall victim to poor estate planning. While federal
Business Gym for Your Employees and Maybe You Too
I know you have been thinking about employee fitness and possibly a gym or other athletic facility. To be tax deductible, your gym or other athletic facilities must be primarily for the benefit of your employees—other than employees who are
