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.
Relief, Grants, and Loans 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.
AG FinTax is a proven team of tax professionals geared to help assess the key tax savings possible for your industry and business setup. When it comes to saving money on taxes, we’ve got it down to a science.
Elevate Your Financial Success with Our Comprehensive Tax Planning Services
Are you looking to optimize your financial well being and minimize tax liabilities? Look no further than AG FinTax for expert tax planning services tailored to your unique needs. With our comprehensive approach to tax planning, we help individuals and businesses alike navigate the complexities of tax laws and regulations, ensuring compliance while maximizing savings.
Local Expertise, Global Reach:
With AG FinTax, you can access expert tax planning services without searching for “tax planning services near me.” While we’re based in Dallas, Texas and Seattle, Washington, our services extend nationwide, serving clients across various industries and sectors. Whether you prefer face-to-face consultations or virtual meetings, our team is dedicated to providing convenient and accessible tax solutions tailored to your needs.
Why Choose Us for Your Tax Planning Needs:
Expertise: Our team comprises seasoned tax professionals with in-depth knowledge and expertise in tax planning.
Personalized Approach: We understand that every client is unique, which is why we take a personalized approach to tax planning to ensure optimal results.
Proactive Strategies: We stay ahead of the curve by keeping abreast of changing tax laws and regulations, allowing us to implement proactive strategies that maximize tax savings.
Client Satisfaction: Our commitment to client satisfaction is unmatched, and we strive to exceed expectations with every engagement.
Offering Strategies at Every Stage of the Journey
Unlike other tax and accounting firms, we don’t give you one-size-fits all tax planning strategy. We partner with you to build a program for your businesses’ size and specialty.