Wealth Management
Wealth Management for Business Owners
Wealth Management Services
The Benefits of Outsourcing Wealth Management Services:
Overview
If you have amassed wealth due to investing, inheritance, or simply hard work, it is important to implement tax strategies and stay on top of all of your documentation. Being proactive with your taxes only saves you money in the long run. Our tax strategies will help you make sure your assets are protected and set you up for savings, retirement, and more.
Wealth Management
Protect and maintain your wealth and investments through our wealth management services.
Monthly Accounting
Our consistent accounting services make sure all of your tax documents and expenses are organized month over month.
If you’re ready to increase your revenue, improve your tax strategy, and take control of your business’s finances, email us for a free consultation.
“I needed help applying for a PPP loan, and AG FinTax made the process so easy from start to finish. Qualifying for the stimulus is one thing but IRS compliance is another level. Anil and his team are extremely professional, have a clear understanding of the CARES Act, took time to explain everything in detail, very easy to work with and it always felt like my business is their priority.”
“AG FinTax offers great service. Anil helped me solve all my tax filing issues and concerns, and helped me with financial planning. I would highly recommend AG FinTax and will continue to use them as they understood my needs very well. They were able to help with both federal and state requirements, along with personal finance planning.”
”I worked with Anil when filing last year's taxes. He was really professional, really understood my case and has a great understanding of both Indian and U.S. laws. He spent time before, during and after the process to answer my questions and give advice. He really invests in the relationship and I'd recommend Anil for any tax work, without a doubt.”