AG1 Financial

AG1 Financial We offer tax preparation, IRS representation, accounting & bookkeeping, business consultation, and p

AG1 Financial is a boutique firm that specializes in nationwide accounting services and tax solutions. Each client is assigned a legal team that works diligently on tailor made services. AG1 Financial handles all individual and small business tax matters.

10/05/2025

If you receive an IRS letter about a tax credit you claimed, or believe you may have been misled by one of these scams, seek guidance from a reliable source immediately.

09/03/2025

The OBBA is increasing the standard deduction amounts that taxpayers may claim on their 2025 federal income tax returns. Read more in our latest newsletter:

03/07/2023

Latest Newsletter IRS Clarifies Which 2022 State Tax Payments Are Non-Taxable Many states issued special tax rebates or other relief payments in 2022 and until recently, it has been unclear whether recipients of these payments had to report them as taxable income on their 2022 federal tax returns. A...

03/07/2023

https://ag1financial.com/newsletter/tips-for-filing-an-accurate-return/

Latest Newsletter Tips for Filing an Accurate Return The first step toward completing an accurate return and claiming every deduction and credit that you are entitled to is assembling critical records and documents. These include: Earnings statements like W-2s, 1099s and/or 1098s Social Security or....

The IRS began accepting 2022 tax returns for processing on January 23, 2023. This year's filing deadline is April 18, 20...
02/02/2023

The IRS began accepting 2022 tax returns for processing on January 23, 2023. This year's filing deadline is April 18, 2023 which will be here before you know it! Contact us today to discuss your tax preparation needs. 904-429-4748.

Here are the last-minute tax moves you should make before year-end. Contact our office to discuss. (904) 429-4748.
12/07/2022

Here are the last-minute tax moves you should make before year-end. Contact our office to discuss. (904) 429-4748.

If you want to lower your taxable income, there's a host of things that you can do before the end of the year.

Address

302 3rd Street, Suite 4
Neptune Beach, FL
32266

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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