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Agenda Financial GroupAgenda Financial Group



We work to serve our clients’ needs with a holistic approach to their current tax preparation needs and tax outcomes long term. Through our experiences with clients over the last decade, we identified a critical need in tax planning services for both our business and estate planning clients. Our firm provides hands-on tax planning services through a dedicated team of certified professionals with various background specialties in business, estate planning, law, financial planning, and more.

We offer superior client services and consulting to individuals, professionals, and small/mid-size businesses in:

  • Tax Preparation
  • Tax Planning Services
  • Roth IRA Conversion Strategies
  • Social Security Taxation Reduction Strategies
  • Charitable Tax Planning Strategies
  • Small Business Strategy Development
  • IRS & State / Local Representation

Agenda Financial Group provides local member of the United Cloud Partners Services. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents. Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, Rita, even local. We participate in the tax return preparation process via a proprietary nationwide network through the CPATAXBANK services offered through United Cloud Partners Services.

Call 1 (800) 797-0442 to Request a Free Consultation