Tax & Wealth Planning


Are you looking for someone to manage your book keeping? Are you finding it hard to keep your taxation in order? Are you looking for some financial advisory? If you answered yes to any of the questions, get in touch with us today!

Chicago Tax Planning Services

It can be hard to find a financial advisor to help you stay on the right path. It’s not a decision you can make without determining how it will benefit you. That’s why we want to understand your needs, and we want to help you reach your financial goals. After all, your happiness and success is what matters most.

If you want to make sure the important things in life are taken care of, you need to hire a professional, and successful tax planning is a major part of it. AGRS Accounting has a team of financial advisors who have a history of solving the most difficult problems. Every member of our team will offer the most personal experience, as we help you secure your financial future.

What can you expect from AGRS Accounting?

There are many financial advisors who say they can give you the best Chicago tax planning services out there, but few of them can back it up with real results.

We can sit here all day and talk about what we’ve accomplished, but we believe that “actions speak louder than words.” So, here are some of the advantages of working with AGRS Accounting.


A Personal Experience

When you work with us, you’ll receive one-on-one consultations with a certified financial advisor, and we’ll be there for you every step of the way. We take this approach so we can remember those who have made our firm what it is today, and we can provide you with the best service in the industry.

We don’t see ourselves as a company of numbers, and we don’t let the bottom line get in the way of the customer experience. We’re a company of people, and we believe in empowering those who work for us. It’s this level of passion that has allowed us to provide the best accounting experience you will ever find.

A Custom Approach

When it comes to tax planning, everyone has their own set of needs, which is why a “cookie cutter” package doesn’t work.

We want to make sure our clients get the most out of a Chicago tax planning service, and taking a custom approach helps us to do exactly that.
We will sit down with you, and we will come up with a strategy to fit your situation. This is the only way you can get the results you would expect from a high-powered accounting firm. Our CPA’s have the training and experience to deal with these problems head-on, and we are confident we can come up with a solution that’s right for you!

A Focused Strategy for Maximum Results

Not everything comes easy, but we can come up with a comprehensive strategy that can show you what you need to achieve your goals. Our financial advisors will look out for what’s best for you. They will show you how to uphold your vision, and they will do whatever they can to make sure you get there.

There is no “one size fits all” solution to finances, because everyone is different. This is the kind of approach that your financial advisors will take. Even if you don’t know your goals, we would be happy to talk to you about the possibilities for your financial future.

Other Financial Services

Aside from Chicago tax planning, we offer a variety of financial advisory services. These can include, but may not be limited to:

  • Forecast Assessment and Preparation
  • Estate Planning
  • Maximization Strategies
  • Next-Generation Wealth Planning

There are many other services we can provide, but the ones listed above are the most common. Our CPA’s have experience in a variety of areas, and our team is committed to growing their skills. It’s the only way we can do our job better, and it’s the only way we can become the best accounting firm in Chicago.

If you want to find out more about our tax planning experience or some of the other services we offer, feel free to get in touch with us. We would be happy to hear from you!


Have Any Questions? Call 847-807-8361

Schedule a Free Consultation