You Don't Have to Be a Financial Pro
You’re a visionary. You’re great at what you do. But the stress of making money decisions can be overwhelming. Financial jargon sounds like another language. You’re afraid you’re missing something crucial.
The stress of managing your finances can overshadow the joy of doing what you love. It’s not just about making money; it’s about managing it in a way that fuels both your personal and business goals.
We're Your Team
Our Expertise
Accounting/Bookkeeping
Accounting is the foundation of solid financial & tax strategy. Messy books lead to poor financial decisions and missed tax-savings opportunities. Let us handle the month-to-month so you can confidently explore the future.
Tax Strategy & Preparation
Tax-smart decisions are crucial to building wealth. Optimal tax strategies are a year-round commitment. They don’t just happen. We keep you current, ensuring your strategies evolve with tax laws and your changing financial situation.
Wealth Management
If you don’t know where you’re going, any road will get you there. Business goal setting first starts with your personal financial goals. We align your personal financial goals and business objectives, making your numbers work for you.
Leave the Heavy Lifting to Us
Welcome to Agate. We’re accountants, tax advisors, and wealth managers. We see over and over the confusion & frustration of fellow business owners disconnected from their numbers, who juggle multiple service providers in an area outside their expertise. It doesn’t have to be hard. It doesn’t have to be scary. We’re the coordinated team you’ve been searching for.
Who We Work With
Businesses & Individuals
Law
Firms
Our law firm clients range from solos to multi-owner firms in a variety of practice areas. From estate planning to corporate law to personal injury - we’ve got you covered with a tailored solution for every specialty.
Small to Mid-Size
Businesses
Accounting is a language. We translate the story your financials are telling you, guiding you to drive your business forward. Let us help you with tax & retirement planning to keep more of your hard earned money.
Individuals
& Families
From retirees to corporate executives to high-net worth families, navigating your complicated tax situation is our specialty. Whether you’re growing your wealth or preserving it, we can help.
The Complexity of Business Ownership
Your New Financial Team
What You Can Expect
We see the whole picture. How all the pieces of your financial life fit together. We get how frustrating it is to be passed from advisor to advisor, hoping what’s most important doesn’t fall through the cracks. We're here to make the money side of your life easier.
- Straight Talk: We break down complex financial terms so you can understand them and make informed decisions.
- Smart Planning: Our tax planning services give your business guardrails for growth.
- Solid Future: We guide you through financial hurdles, making sure you're set for the long run.