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.
Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Staff Profiles
Allan E. Leder, CPA
Allan Leder graduated from the University of Florida in Gainesville, Florida in 1997. He earned a Bachelor of Science in Accounting as well as a Master of Accounting with a specialization in taxation. After graduating from college, he went on to acquire his CPA license and work for several public accounting firms including BDO as well as KPMG. In addition, Allan has experience working in industry, with such publicly traded companies as Verizon, Arris, and Intercontinental Exchange. In 2011, just prior to the birth of his first child, Luke, Allan joined the Internal Revenue Service, where he worked for six (6) years until 2017. Allan has extensive experience in preparing, reviewing and managing the entire tax return preparation process for individuals, partnerships, and corporations. In addition, he has experience with the audit process (obtained working at the Internal Revenue Service) for individuals, partnerships, and corporations. When not working with his clients, Allan enjoys football, as well as spending time with his wife and children.
John T. Andrews, EA, CFP®
A pilot with over 13,000 flight hours, John Andrews flew for Eastern Air Lines for twenty years. As a tax accountant, he has been practicing since 1972. In 1979, he was enrolled to practive before the Internal Revenue Service. He was designated a Certified Financial Planner in 1987. With over thirty eight years of tax accounting expeience, John is well suited to prepare Federal and State tax returns of all types. John is a graduate of the U.S. Naval Academy (1964) and the College of Financial Planning (1987). After graduating from the Naval Academy, he spent five years as a pilot in the United States Navy. John left Eastern Air Lines in 1989 to devote himself to his practice on a full time basis. He has extensive experience in lecturing on a variety of subjects, including Federal and state income taxes, sales and use taxes and investment planning. When not attending to the requests of his clients, John enjoys woodworking, golf, the Atlanta Braves and his grandchildren.
Robert R. Giuliano, EA, MTX
Bob Giuliano graduated from Lehigh University in Bethlehem, PA in 1966. He earned a BA in Psychology/Pre-Med. After graduating from college, he became a US Navy pilot, serving five years on active duty and six years with the Navy Reserve. In 1972, he joined Eastern Air Lines where he flew for seventeen years. During his tenure as a pilot with Eastern, he also obtained a Master of Taxation from Georgia State University in 1984. He has been an Enrolled Agent since 1987, and is a founding member of AGM Financial Services. After the demise of Eastern, Bob joined Northwest Airlines and retired from them in 2006. Bob is an active golfer and enjoys his grandchildren and travel.
Ronald C. Mussig, EA, MTX
After more than 35 years as a pilot with the US Navy, Eastern Air Lines and United Air Lines, Ron is now devoting his work days to the business of financial and income tax planning. A founding partner of AGM Financial Services, Ron has been an Enrolled Agent since 1985 and may represent clients befor the Internal Revenue Service in all tax matters. A 1967 graduate of Auburn University with a BA in journalism, Ron completed his Master of Taxation at Georgia State University in 1983. Ron’s area of expertise is in individual Federal and State taxation. After retirement as a Boeing 737 Captain and Line Check Airman at United, Ron find more time for tennis, travel, the Braves and college football with theopportunity to actually attend a few games each year.