We don’t just do your taxes.
We make your taxes do more for you.
This is Agent.
The tax strategy firm
for modern wealth.
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Tailored to your financial position. Optimized to perfection. Filed with precision.
It’s your tax game, leveled up to its full potential.
You'll know exactly how your taxes are calculated.
We're available anytime to chat.
Proactive tax advisors at your service.
As an Agent member, you’ll be paired with a dedicated tax advisor devoted to optimizing your entire financial picture.

Making a big financial decision? Planning for your family’s future? Your Agent advisor is always on call to help you navigate every tax challenge ahead.
We're available anytime to chat.
Agent has been a game-changer. They're not just helping me optimize last year's taxes - they're proactively advising me on how to find advantages for the year ahead.
Client testimonials
My last accountant was ok. I kept having to check their work and explain modern concepts like QSBS and Donor Advised Funds. Meanwhile, Agent just gets it.
Client testimonials
I can't believe Agent didn't exist before. The process is so easy and they really know their stuff. I'm pretty sure I can stop worrying about my taxes from now on.
Client testimonials
Level up your tax game with expertise across every facet of modern wealth.
With unrivaled experience serving founders, venture capital, private equity, and hedge fund investors, Agent’s accountants skillfully navigate the most complex and advantageous areas of the tax code.
Providing you with bespoke analyses and creative strategies tailored to your unique financial position, your dedicated accountant will ensure you’re seizing every tax advantage available to you.