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Tax Planning and Tax Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or business, we can develop tax strategies that take advantage of new tax laws and legislation. We can further ensure financial stability by providing financial projections and consultation.
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, structure payment plans, as well as other solutions to benefit our clients.
 State and Local Tax Returns
AGI offers a full range of tax compliance services and have the resources necessary for the preparation of any state and local tax return for individuals.
Financial Projections
AGI provides complete financial and business forecasting services for individuals and businesses. We work with our clients throughout the year in order to keep clients 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.
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.
Bookkeeping
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
 Business Tax Planning and Tax Preparation (Corporations, Partnership, LLC)
Careful tax planning and accurate tax preparation are essential elements for individual and business success. Whether you are an individual or business, we can develop tax strategies that take advantage of new tax laws and legislation. We can further ensure financial stability by providing financial projections and consultation.
Payroll Tax Return
AGI offers complete payroll preparation and payroll tax reporting services and we prepare all federal and state returns.
Sales and Use Tax
Many of our clients are responsible for collecting and submitting sales taxes in many different localities. AGI can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax Representation
Through our years of experience in dealing with many taxing authorities, we have gained a level of competence that can ensure our business clients they are being properly represented before the various federal and state tax agencies.
State and Local Tax Returns
AGI offers a full range of tax compliance services and have the resources necessary for the preparation of any state and local business tax return.
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 for making financial decisions.
Consulting
AGI offers a range of consulting services to help you improve business operations, increase efficiency, and maximize revenue.
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.
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