Purpose, Protection, and Peace of Mind
We partner with purpose-driven entrepreneurs and individuals building something meaningful amid complex tax and compliance challenges.
Our mission is to guide clients through that minefield — legally, ethically, and intelligently — while showing them how to reduce federal and state income taxes to little or nothing where possible. We handle the complexity so our clients can focus on growth, family, and the work that matters most.
When it’s done right, the result isn’t just savings — it’s confidence, clarity, and peace of mind.We exist to work with purpose-driven entrepreneurs, business owners, and individuals who are building something meaningful — and who understand that success requires navigating a complex and unforgiving tax and compliance environment.
We exist to work with purpose-driven entrepreneurs, business owners, and individuals who are building something meaningful — and who understand that success requires navigating a complex and unforgiving tax and compliance environment.
Taxes, accounting, and compliance are filled with deadlines, elections, and rules that cannot be undone once missed. The risk is often invisible until years later, when clients realize how much opportunity was lost simply because the right strategy wasn’t in place at the right time.
What Sets Us Apart
Caring
We take responsibility for outcomes, not just tasks. Our clients’ success matters to us personally, and we approach every engagement with care and attention to detail.
Teaching & Learning
An informed client is a stronger client. We believe in educating and empowering the people we work with, while continually expanding our own knowledge in an ever-changing tax landscape.
Radical Transparency
We believe clear answers build trust. We tell clients what’s possible, what’s not, and why — without shortcuts, hype, or hidden agendas.
Service
Our work exists to support our clients — not the other way around. We see ourselves as partners and guides, always acting in our clients’ best interests.
Built From the Inside of the System
AG Tax Services was founded in 1987 by Allan Grossbach, after nearly a decade working as a federal tax auditor for a large Westchester legal and CPA firm. Prior to that, Allan served as an IRS corporate field agent in lower Manhattan — one of the most demanding environments in the country to learn the realities of the U.S. tax system.
That experience shaped the firm from the very beginning. AG Tax Services was built not just to prepare returns, but to understand how the system truly works — where risks hide, where opportunities exist, and how mistakes compound over time.
Michael Grossbach grew up inside that environment. He began working at the firm at just 14 years old, gaining firsthand exposure to the discipline, precision,
and responsibility required in the accounting profession. He later earned bachelor’s degrees in Economics and Business Administration with a concentration in Finance from SUNY Albany.
In 2003, Michael joined AG Tax Services full time, and in 2007 became a partner. Like his father, he holds a federal license as an Enrolled Agent — the same designation used by the IRS for its own agents — allowing him to represent taxpayers before the IRS and U.S. Tax Courts.
Today, AG Tax Services combines decades of institutional tax knowledge with a forward-looking approach tailored to entrepreneurs, investors, and growing businesses. The result is a firm known not only for technical expertise, but for the trust, loyalty, and long-term relationships it builds with its clients.