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
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.
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
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
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
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
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.
Date: 25th November, Saturday
Time: 11 am PST, 1 pm CST, 2 pm EST
Date: 15th February, Friday
Time: 12 pm PST
For existing businesses, the Corporate Transparency Act (CTA) goes into effect on January 1, 2024, and imposes a brand-new federal filing requirement on most corporations, limited liability companies, and limited partnerships and on certain other business entities. No later than
Here’s an easy question: Do you need more 2023 tax deductions? If the answer is yes, continue reading. Next easy question: Do you need a replacement business vehicle? If so, you can simultaneously solve or mitigate the first problem (needing
Remember to consider your Section 199A deduction in your year-end tax planning. If you don’t, you could end up with an undesirable $0 for your deduction amount.Here are three possible year-end moves that could, in the right circumstances, simultaneously (a)