At
AGM Financial Services, we are dedicated to excellence. We provide financial
consulting, tax planning and preparation services, representation of clients
in the audit and appeals process before the IRS, and investment advisory services
(with our investment advisor business partners) for our clients. This includes
services to individuals, corporations, partnerships, estates and trusts. For
over 25 years, our firm has provided quality services to over 10,000 satisfied
clients. We provide services to clients worldwide. Our clients reside over the
United States, Hawaii, Alaska, and several foreign countries . Because of our
background, many of our clients come from the airline industry. We also have
clients that are physicians, dentists, attorneys, real estate agents and brokers,
stock brokers, self-employed businessmen and women, engineers, software gurus,
as well as pilots, flight attendants and flight engineers.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of
professionalism, responsiveness and quality.
Professionalism
Our firm is one of the leading firms in our field of expertise. By combining our knowledge, experience and the energy of our staff, each
client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other
firms. We make sure that every client is served by the expertise of our whole firm.
Responsiveness
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate
personnel. We provide total financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the
people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our
diverse talents, dedication and ability to respond quickly.
Quality
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high
standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make
informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and "raving fan" clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us
anytime.
Our offices are located
at 1820 The Exchange, Suite 450, Atlanta, GA 30339. This location is just
North of the I-285 perimeter highway at exit 260, I-75, approximately twenty-five
miles North of the Atlanta Hartsfield-Jackson International Airport. Our telephone
number is (770) 303-0600 and toll free (877)720-3696.
