CGM Insurance Agency, Inc.

We are a boutique accounting firm run by a CPA and an IRS Enrolled Agent, specializing in business taxation, multi-state taxation, and foreign reporting. We focus on tech companies, real estate investors, as well as other medium-sized businesses. We stay on top of the latest developments in these complex tax areas for the tech industry and help guide our clients in navigating tax laws. We also help analyze business cash flows, help with budgeting, and work with our clients to increase profit margins and manage costs. We act as your outsourced CFO and are your trusted advisors when it comes to business finances.

Welcome to Agate. Were accountants, tax advisors, and wealth managers. We see over and over the confusion & frustration of fellow business owners disconnected from their numbers, who juggle multiple service providers in an area outside their expertise. It doesnt have to be hard. It doesnt have to be scary. Were the coordinated team youve been searching for.