Strategic tax help for individuals and businesses, all year.
Tax preparation, planning, amendments, business support and guidance on IRS letters from a team that's here long after April.
Services built around your needs
From one return to a year-round tax strategy for your business, handled by one team.
Tax preparation
Fast, accurate filings that maximize your refund and reduce stress, personalized to your situation.
- Individual and family returns
- Federal and state filing in all 50 states
- E-file with direct deposit
- Return review before we finalize
Strategic tax planning
Proactive strategies to lower what you owe and keep more of your earnings, all year.
- Year-round planning, not just in season
- Estimated payment guidance
- Life and income change reviews
- Strategies to reduce surprises at filing
Amendments and prior-year returns
Correct prior returns to recover missed deductions and fix filing errors, and get caught up on returns you haven't filed.
- Amended returns for prior years
- Prior-year returns you haven't filed
- Missed deductions and credits recovered
- A plan for staying on track
Business formation and registration
Set up your business for tax efficiency and long-term growth from day one.
- Entity selection (LLC, S corp and more)
- Registration and EIN setup
- Business tax returns
- Structuring for lower tax liability
Self-employed and 1099 support
Guidance for freelancers and contractors to capture deductions and simplify filing.
- Schedule C preparation
- Business expense deductions
- Quarterly estimated taxes
- Recordkeeping help
Refund advance options
Get access to your expected refund sooner when timing matters, with clear terms.
- Refund advance options for eligible clients
- Clear terms up front
- Fast direct deposit
- Eligibility varies by client
Got a letter from the IRS?
IRS and state letters can be confusing and most come with a deadline. We'll read it with you, explain what it means in plain language and guide you on your next steps.
Have a deadline on your letter? Upload it securely and we'll review it as soon as possible.
IRS and state notices
We read the letter with you, explain what it means in plain language and tell you what the IRS or state is asking for.
Audit letters
If you get an audit letter, we explain what's being requested and guide you on gathering the documents and responding by the deadline.
Balance due letters
We explain the amount, where it came from and the payment options the IRS lists, so you can decide your next step.
Proposed changes to your return
We compare the letter to the return you filed, explain whether the changes look right and guide you on how to reply.
How it works
Four steps from your first call to a filed return. Private, secure and handled by our team.
- 01
Book a consultation
Pick a time for a private consultation. We'll look at your situation and lay out clear next steps.
Book a time - 02
Upload your documents
Send your tax documents and any IRS notices through our encrypted client portal.
Upload documents - 03
Expert review and plan
We review everything in detail and give you a clear plan for your return and your tax situation.
Review your return - 04
Filing and follow-up
We file your return and help you understand any IRS or state letters you receive afterward.
I built AG Tax Group to give clients strategic tax support with a modern, client-first experience, all year long.
- Serving individuals and businesses since 2011
- B.S., School of Professional Accountancy
- Nationwide service in all 50 states
- Year-round strategic tax support
What clients say
Real reviews from our clients on Google.
Common questions
What is your pricing and billing structure?
We offer transparent, flat-rate pricing tailored to your needs, and you get a clear estimate up front so you always know what to expect. Invoices are billed monthly or at milestone completion. Year-round support plans are available for ongoing advisory and filing help.
How secure are my document uploads?
Documents go through our secure client portal and are protected with 256-bit encryption in transit and at rest. Only authorized tax professionals and staff can access them, and we never share your information with third parties without your consent.
How long does it take?
Most standard filings and routine requests are done within 3 to 5 business days. Complex returns and amendments can take 2 to 3 weeks depending on the situation. Expedited handling is available for time-sensitive matters.
Which states do you cover?
All 50 states. We work with clients nationwide and keep our processes current with state tax rules.
Let's get your taxes handled.
Book a consultation and we'll map out exactly what your situation needs.