Prepared by

Postwyse Digital Intelligence

Engagement Start

February 04, 2026

CLIENT PROPOSAL

Marketing Services - Client Tracking Document

AG FinTax

Financial & Tax Services for the Dynamic Business Owners

agfintax.comFrisco, TXTax & Financial Advisory ServicesForbes Featured
Anil Grandhi - CEO & Founder of AG FinTax

Anil Grandhi

CEO & Founder

Forbes FeaturedTop 20 CEO 2023

Executive Summary

AG FinTax is a U.S.-based tax and financial advisory firm that helps individuals and businesses with tax planning, filing, bookkeeping, and financial strategy to stay compliant and reduce tax liability.

Traffic Goal

Increase organic traffic by 150% in 6 months through SEO and AI-optimized content

Lead Generation

Generate qualified leads via AI-enhanced content marketing and predictive lead scoring

Brand Authority

Build domain authority through strategic link-building and digital PR campaigns

Tax Services

Comprehensive tax planning and filing services for individuals and businesses to minimize liability.

Bookkeeping

Professional bookkeeping services to keep your finances organized and compliant year-round.

Financial Strategy

Strategic financial advisory to help dynamic business owners grow and achieve their goals.

About AG FinTax

AG FinTax, founded by Anil Grandhi, is a trusted tax and financial advisory firm based in Frisco, Texas. The company specializes in providing comprehensive tax planning, filing, bookkeeping, and financial strategy services for dynamic business owners. With a focus on personalized service and staying ahead of tax regulations, AG FinTax helps clients minimize tax liability while ensuring full compliance.

Led by Forbes-featured CEO Anil Grandhi, recognized as a Top 20 CEO in 2023, AG FinTax has built a reputation for excellence in serving small to medium-sized businesses with tailored financial solutions.

Services Offered

Tax PlanningTax FilingBookkeepingFinancial StrategySmall Business Tax ServicesTax ComplianceFinancial AdvisoryBusiness Consulting

Recognition & Certifications

  • Forbes Featured CEO
  • Top 20 CEO 2023
  • AIAO-BAR Accredited
  • ISO Certified

Social Media Presence

LinkedIn
Active
5K followers50 engagements
Facebook
Active
103 followers100-2.1K+ engagements
Instagram
Active
746 followers10-31K+ engagements

Total Reach: ~5.8K followers across all platforms

6-Month Engagement Goals

Organic Traffic Increase

150%from 420

Target Domain Rating

35+from 22

Content Per Month

8-12 postsfrom 190 total

Qualified Leads

50+/mofrom TBD

AI Visibility Score

60+from 30

Social Media Growth

10K+ followersfrom 5.8K total