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Strategic tax planning · Est. 2008

Tax planning that pays you back.

AG FinTax helps high-net-worth families, founders, and growing businesses legally reduce their tax burden — with year-round strategy, not last-minute filings.

AG FinTax — Free tax planning review for $250K+ income earners
AGFT · TX · NJ · WA
As featured in
Forbes
Inc.
Accounting Today
U.S. News
(01) — Our services

Three planning practices, one trusted firm.

We focus our practice where strategic planning makes the biggest difference: high-income households, growing businesses, and the long arc of family wealth.

01 / Individuals

Individual tax planning

Personalized strategies for high-earners, professionals, and high-net-worth families — built to reduce liability and grow after-tax wealth.

  • Multi-year income smoothing
  • Deduction & credit optimization
  • Retirement & HSA strategy
  • Charitable & gifting planning
Learn more
02 / Business

Business & corporate tax

Year-round planning for founders, owners, and mid-market companies — entity structure, deductions, and proactive tax positioning.

  • Entity selection & structuring
  • QBI & bonus depreciation strategy
  • Owner compensation modeling
  • R&D and industry-specific credits
Learn more
03 / Estate

Estate & wealth planning

Tax-efficient strategies to protect, grow, and transfer wealth across generations — coordinated with your attorneys and advisors.

  • Estate & gift tax strategy
  • Trust & succession structuring
  • Wealth transfer modeling
  • Tax-efficient withdrawals
Learn more

Don't leave your taxes until the last minute. Careful, year-round planning is the difference between an April scramble and a return that quietly compounds your wealth.

Our promise
Anil Grandhi Founder & CPA · Forbes Finance Council
(02) — Book a call

Let's grab a virtual coffee.

Tell us about your situation. We'll assess your options and show you, concretely, what a year-round plan would save you in 2026. No cost, no commitment.

Phone
(469) 942-9888 Mon–Fri, 9–6 CT
Email
Agfintax@funasia.net
Offices
Frisco, TX · Princeton, NJ · Bothell, WA

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