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.
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
From Chaos to Clarity: How a Financial Check-Up Helps Small Business Owners Thrive
From Chaos to Clarity: How a Financial Check-Up Helps Small Business Owners Thrive Running a small business is no easy feat. Between managing operations, handling customers, and keeping up with industry trends, many entrepreneurs struggle to maintain a clear picture
Why Partnering with an R&D Tax Credit Expert Is a Game-Changer for CPA Firms
In today’s highly competitive and compliance-driven environment, CPA firms are constantly seeking new ways to deliver added value to their clients. While traditional accounting and tax services remain foundational, forward-thinking firms recognize the need to expand into specialized advisory areas—especially
The Ultimate Guide to a 360° Tax & Financial Health Check-Up: What It Is & Why It Matters
By Anil Grandhi | CEO of AG FinTax | Member of Forbes Finance Council | Named Top 20 Dynamic CEOs in the U.S. In today’s fast-paced world, we track everything—our steps, our screen time, even our sleep. But when was
