Business Details
39 Years
experience
Your Trusted Partner for Tax Services in Ossining, NY
At AG Tax Services, we bring decades of specialized expertise to every client interaction. Founded in 1987 by Allan Grossbach, our firm's foundation was built through his extensive experience as a federal tax auditor and IRS corporate field agent. This technical background enables us to navigate complex tax scenarios with precision and foresight. Our commitment to excellence continues through Michael Grossbach, who joined the firm in 2003 after earning dual degrees in Economics and Business Administration. As licensed Enrolled Agents with the IRS, we maintain the highest credentials for tax representation before federal agencies. Our practice philosophy emphasizes personalized service tailored to each client's unique financial situation, whether handling corporate income tax returns, estate tax planning, or audit representation.With over 35 years serving Ossining and surrounding communities, we combine institutional knowledge with contemporary compliance strategies. Our team's deep understanding of both federal and state tax codes ensures comprehensive solutions for individuals and businesses alike. This continuity of expertise across generations positions us to deliver consistent, reliable tax advisory services that anticipate regulatory changes and client needs.
Services
Corporate Tax Returns
Individual Tax Returns
Estate Tax Planning
Audit Representation
Accounting Services
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of combined tax expertise from IRS-licensed professionals
- Our provides continuity across generations of tax knowledge
- We deliver personalized tax strategies tailored to individual circumstances
- Our firm maintains federal tax representation credentials before IRS courts
- We combine institutional experience with localized Westchester community understanding
Associations and certifications
- IRS Enrolled Agent
Services
Corporate Tax Returns
We prepare comprehensive corporate income tax returns ensuring compliance with federal and state regulations. Our expertise handles complex business structures and deductions while maintaining audit readiness. Clients benefit from strategic tax planning that optimizes financial outcomes.
Individual Tax Returns
Our personalized individual tax return service maximizes deductions while ensuring compliance. We handle standard and complex personal tax situations including investment income and property transactions. Clients receive year-round tax planning guidance with every filing.
Estate Tax Planning
We develop customized estate tax strategies to minimize liabilities and ensure smooth asset transfer. Our planning considers current exemptions, charitable contributions, and family business considerations. Clients receive ongoing updates as tax laws evolve.
Audit Representation
Our IRS-licensed professionals provide full audit representation for federal and state examinations. We prepare documentation, coordinate responses, and negotiate resolutions. This service ensures proper representation while protecting client interests throughout the audit process.
Accounting Services
We offer complete accounting solutions including bookkeeping, payroll processing, and financial reporting. Our services maintain accurate records for tax compliance and business decision-making. Clients receive regular financial insights to support operational improvements.
People
Allan Grossbach
Founder
Allan established AG Tax Services in 1987 after 10 years as a federal tax auditor. His IRS field agent experience provides deep understanding of tax code enforcement. He maintains active Enrolled Agent credentials for federal tax representation.
Michael Grossbach
Partner
Michael joined the firm in 2003 after earning dual degrees in Economics and Business Administration. As a licensed Enrolled Agent, he specializes in complex tax scenarios and represents clients before IRS tribunals. He became partner in 2007.
Questions
What tax services do you offer?
We provide corporate and individual tax returns, estate tax planning, audit representation, and accounting services. Our IRS-licensed professionals handle both standard and complex tax situations.
Do I need an appointment for tax preparation?
We recommend scheduling appointments in advance, especially during peak season. Contact us through our website or call 914-591-7195 to arrange a consultation at your convenience.
Can you represent me during an IRS audit?
Yes, both our professionals are IRS-licensed Enrolled Agents qualified to represent taxpayers before federal and state tax authorities. We handle audit preparation, documentation, and negotiations on your behalf.
How do you handle business tax needs?
We prepare corporate income tax returns, manage payroll tax filings, and provide audit defense for businesses. Our services include year-round tax planning to optimize deductions and maintain compliance.
What are your office hours?
Our Ossining office is open Monday through Friday from 9:00 AM to 5:00 PM. We're available by phone during these hours to answer tax-related questions or schedule appointments.
