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TAX PREPARATION

Taxes, handled by the people who know your equity

In-house tax preparation and filing through AG Tax Advisors — available as part of your financial plan, or entirely on its own.

WHAT'S INCLUDED

Full-service tax preparation, in-house

Individual Tax Returns (1040)

Full preparation and e-filing, including multi-state returns for clients who've relocated.

Equity Compensation Complexity

RSU income, ISO exercises, AMT calculations, and cost-basis tracking — handled correctly the first time.

Quarterly Estimated Taxes

Proactive calculations so vesting and bonus income don't turn into a surprise bill in April.

STANDALONE OR BUNDLED

Included in your financial plan — or entirely on its own

If you're already a financial planning client, tax preparation is part of your flat fee. If you're not, AG Tax Advisors can prepare and file your return as a standalone service, with no planning commitment required.

WHY IN-HOUSE

One team, one story

No Hand-Offs

The person preparing your return already knows your equity situation — not a CPA meeting you for the first time in March, reconstructing your year from scratch.

Same Team, Same Story

Your tax strategy and your financial plan come from the same place, so decisions made in one don't quietly work against the other.

Let's get your taxes handled right, the first time

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