Extra capacity for your firm when tax season gets tight.

AGS Finance contracts directly with other tax and accounting firms to help handle overflow client work during peak season. With over 30 years of experience and an IRS Enrolled Agent on staff, we can take on returns and engagements under your firm’s direction so your team isn’t stretched thin when deadlines hit.

What We Can Take Off Your Plate

• Individual tax return preparation
• Business tax return preparation (corporate, partnership, LLC)
• Bookkeeping and write-up work
• Extension preparation and filing
• Client correspondence and notice response
• Overflow during the January–April crunch, or any deadline-heavy stretch

How It Works

We work under your firm’s engagement and branding — your clients stay your clients. We agree on scope, volume, and turnaround up front, sign whatever confidentiality or engagement terms your firm requires, and get to work. Arrangements can be a one-time seasonal push or an ongoing relationship you call on whenever your capacity is tight.

Confidentiality You Can Rely On

We handle sensitive financial data every day and treat every engagement, including yours, with the same discretion we owe our own clients. We’re happy to sign an NDA or your firm’s standard confidentiality agreement before any client information changes hands.

If your firm could use extra hands this season, call us at (954) 667-3520 or reach out online to talk through your volume and timeline.