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
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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 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: 25th November, Saturday
Time: 11 am PST, 1 pm CST, 2 pm EST
Join here
Helpful Resources
Solo Biz Owner? No Employees? Is the Mega Backdoor Roth for You?
If you are a business owner with no employees and prefer Roth-style retirement savings, you may want to consider the mega backdoor Roth strategy. This powerful tool allows you to contribute significantly more to a Roth account than the standard
Backdoor Roth IRA Conversions: Smart Move or Hidden Tax Trap?
If you’ve ever wondered how to get more money into a Roth IRA despite income limits, the backdoor Roth IRA conversion strategy may have caught your attention. It’s a smart planning tool for high-income earners—but only when used with care.
Beat the Estimated Tax Penalty with Strategic Withholding
If you’re making quarterly estimated tax payments, missing a deadline can be costly. The IRS currently charges a 7 percent penalty for underpayments—and since penalties aren’t deductible, the real cost can feel closer to 11 percent. But here’s good news:
