Small Business Tax Services
Tax and Financial Services
Financial & Tax Services for the Dynamic Business Owners

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.

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

Tax and Financial Services

As Seen In

Tax Planning

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.

COVID Consulting

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

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

Tax Filing & Compliance

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

Wealth Management

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

Anil Grandhi (AG)

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

2023 Year-End Tax Planning for Business Owners
Past Webinar

Date: 25th November, Saturday
Time: 11 am PST, 1 pm CST, 2 pm EST
Join here

Watch this short clip from last week’s COVID Stimulus Package Webinar to learn everything you need to know about how much money you can earn if you apply for the Employee Retention Tax Credit.
Webinar on 2022 Tax Returns Filing Tips
Past Webinar

Date: 15th February, Friday
Time: 12 pm PST

Helpful Resources

Q&A Deducting a loss from an Airbnb Bedroom Rental

Q&A: Deducting a loss from an Airbnb Bedroom Rental

When you rent a bedroom in your home and that rental unit creates a tax loss, can you deduct the loss? Yes, if you meet the four technical requirements listed below: You used the bedroom as a hotel unit because

Ouch! The Estimate Tax Penalty Is at a 16-Year High

Ouch! The Estimate Tax Penalty Is at a 16-Year High

The United States has a “pay as you go” tax system in which payments for income tax (and, where applicable, Social Security and Medicare taxes) must be made to the IRS throughout the year as income is earned, whether through

Working Overtime? Take advantage of Tax-Free Super Money

Working Overtime? Take advantage of Tax-Free Super Money

Tax law often discriminates against company owners, granting them no or fewer fringe benefits. But you, the owner, are not discriminated against when it comes to supper money. It works like this: The supper money fringe benefit is for defined

AG Fintax
AG Fintax
41 Google reviews
VIJAI RANGARAJAN
VIJAI RANGARAJAN
2022-03-24
Verified
Amazing team-Geeta and peruri has helped our firm with extraordinary support and helped us with loans a d tax credits. I recommend them to anyone who wants to grow
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Dileep Tiwari
Dileep Tiwari
2021-09-24
Verified
Very experienced and professional team with right leadership. Very happy with the service provided.
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Gouse Munshi
Gouse Munshi
2021-07-30
Verified
I did not know AG FINTAX before Pandemic. During March 2020, I found in TANA email that AG FINTAX is helping and guiding businesses to get help from US Government because of Pandemic losses. Then I called Mr Anil garu and seek his and his team help for my business losses through PPP 1 and PPP 2 assistance programs. Mr Anil arranged so many meetings to understand each and every step of assistance. Answered each and every question. He answered through even phone call. He is a great human being. Mr Anil garu gave us good guidance and helped a lot through Ms Yamini( Anil’s Team mate) Ms Yamini guided me very well and helped me to get my PPP1 Forgiveness also. I am very thankful to her for her help extended to me. As I am a Senior, she guided me each and every step very patiently. Ms Shipra too helped me in PPP2 assistance and still helping me for forgiveness process. It’s a very good team and has good helping nature. I think because of Mr. Anil and his great team, lot of indian business owners got good assistance during this Pandemic to cover their losses. As indian business owners in US, we all have to be very THANKFUL forever to Mr Anil and his team. I pray for their well being forever. Thank you all Munshi
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Rachel Gourd
Rachel Gourd
2021-07-28
Verified
Very quick, thorough, knowledgable and optimistic people. A delight to work with, even in a high-pressure situation. They keep a cool head so you don’t have to. Ha! Highly recommend.
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Vasu Mylavarapu
Vasu Mylavarapu
2021-06-17
Verified
Anil Grandhi is genuinely model in his administrations. Clear, fresh, all around set reactions to any inquiries you present. His office is perfectly spotless with proficient collaborators. Will go additional mile to help you save money on trivial expenses. I would energetically suggest AGFintax!
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Bharath Bussu
Bharath Bussu
2021-06-07
Verified
It was easy working with this company, special mentions to Anil and Shipra. They made the RRF process easy with detailed communication and access to portal for documents.
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Sridhar Raju
Sridhar Raju
2021-06-07
Verified
AG Fintax team has been very supportive for our needs and happy to work with them. Appreciate the domain knowledge and it’s applicability to benefit their clients. All the very best & thanks
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Swapna Varala
Swapna Varala
2021-06-07
Verified
Worked with Shipra and Anil on our restaurants RRF, they were very professional, prompt and know what they are doing. Thank you AG FINTAX For everything you do.
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Vinay Mahajan
Vinay Mahajan
2021-06-03
Verified
Excellent Service , Great Knowledge base
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Raghupathureddy Gkall
Raghupathureddy Gkall
2021-03-16
Verified
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