AM Associates is a planning-led CPA and advisory firm. We help business owners and families lower taxes proactively, plan succession and estates, and make the big financial decisions with a partner who sees the whole picture.
And yes, we handle the returns and the books flawlessly too. That's the floor we build on, not the reason clients stay for decades.
Clients come to AM Associates for forward-looking advice that changes outcomes, then stay because the day-to-day is handled without them ever having to worry about it.
Proactive, multi-year planning that actually lowers what you pay, designed around your entities, your income, and your goals, then executed with you all year.
Prepare the business (and yourself) for what's next: a smooth, tax-efficient transition, sale, or hand-off to the next generation, planned years before you need it.
Pass on more of what you've built. We coordinate estate-tax strategy, wealth transfer, and gifting with your attorney and advisors so your legacy goes where you intend.
CFO-level guidance for the decisions that move the needle: cash flow, profitability, financing, and liquidity events, coordinated across every entity you own.
We take care of the compliance too, accurately and on time, so you never have to think about it. It's the foundation we build strategy on, not the reason to choose us.
Most firms disappear until next April. Membership makes us your year-round strategic partner: ongoing planning, priority access, and answers whenever you need them, with your tax preparation included, for one predictable monthly fee.
Tax preparation is included in every membership. We'll recommend the right tier after a short conversation, so tell us about your situation.
A business sale, a growing entity group, real estate, a generational transfer: the moments that matter most are exactly when generic advice costs the most. Our private-client practice quarterbacks the whole picture: tax strategy, succession, estate, entity structure, and the specialists around you, all coordinated from one seat.
Typical clients we partner with:
We spend our energy on the decisions that change your outcome, before the year closes and the return is just recording history.
We reach out ahead of deadlines and big moves, so you're never reacting at filing time or discovering an opportunity too late.
Business and personal, this generation and the next, tax and estate, handled by a team that knows your entire situation.
Amir founded AM Associates on a simple belief: your CPA should be the person who helps you plan and decide, not just the one who files after the year is already over. For 20+ years he's guided business owners and families through tax strategy, business succession, and the financial decisions that shape a legacy.
A Texan at heart, he pairs deep technical expertise with a genuinely personal approach, and he's built a modern, technology-driven practice so clients get proactive advice and real answers, never phone tag.
Access your documents, send a request, review your projects, and message your team, securely, any time.
Tell us a little about your situation and we'll set up a conversation. No pressure, no jargon.
