.jpg)
Accounting Services - Individuals
-
Tax Planning
AGI offers Tax planning for our successful individuals. Whether you are an individual or a business, we can develop tax strategies that leverage new tax laws and legislation. We can further ensure financial stability by providing financial projections and consultation.
-
Federal, State, and Local Tax Return Preparation
AGI offers a full range of tax compliance services, and we have the resources necessary to prepare Federal Tax Returns, as well as any state and local tax returns for individuals.
-
Tax Representation
AGI can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise, structuring payment plans, Tax Appeals, and other solutions to benefit our clients.
-
Financial Projections
AGI provides complete financial and business forecasting services for individuals and companies. We work with our clients throughout the year to keep them up to date on any necessary adjustments, which will minimize their total tax burden.
-
Gift Tax Planning and Tax Returns
AGI provides expertise in specialized areas, including the preparation of federal and state estate, gift, and trust tax returns. We work closely with you and/or your legal counsel, financial planner, etc., to ensure accurate reporting before the taxing authorities.
Accounting Services - Businesses
-
Business Formation
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
-
Business Tax Planning and Compliance
Careful tax planning is essential for business success. AGI can develop tax strategies that leverage new tax laws and legislation. We can further ensure financial stability by providing financial projections and consultation.
-
Tax Preparation (Corporations, Partnerships, LLC)
AGI offers a full range of tax compliance services for entrepreneurs and businesses. Accurate tax preparation is important to ensure that compliance is met so as to avoid any issues with the IRS and State taxing authorities. We have the resources necessary for the preparation of any Federal, state and local tax return for businesses.
-
Tax Representation
Through our years of experience dealing with many taxing authorities, we have developed a level of competence that can ensure our business clients are properly represented before federal and state tax agencies.
-
Financial Projections
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management in making financial decisions.
-
Consulting
AGI offers a range of consulting services to help you improve business operations, increase efficiency, and maximize revenue.
Accounting Services - Estate
-
Estate Succession Planning and Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
-
Fiduciary Tax Planning and Preparation (Trusts)
AGI provides expertise in specialized areas, including the preparation of federal and state estate trust tax returns. We work closely with you and/or your legal counsel, financial planner, etc., to ensure accurate reporting before the taxing authorities.
-
Estate Settlement Services
AGI can help you through the probate and estate settlement process. We work closely with our clients to ensure their wishes and the wishes of their loved ones are carried out. We provide extensive probate administration, asset management, and disbursements to beneficiaries.
-
Asset and Financial Management
AGI can assist our clients with record keeping of assets, asset distribution reporting, monthly reporting to beneficiaries, and maintenance of personal financial records.
-
Trust Administration and Accountings
AGI provides trust administration, trust accounting and custody and safekeeping services to its clients and their professional advisors.
-
Estate Tax Representation
Through our years of experience in dealing with many taxing authorities, we have gained a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies in all estate matter.
Accounting Services - Businesses
.jpg)
Build Your Strategy
© 2026 AGI Accounting & Tax Services. Created by MAE Designs