A Tax Mission Centered on
Serving Families, Supporting Communities, and Doing What’s Right.
Our Story
We started Agil Tax to close the gap in tax knowledge and financial clarity—especially within Hispanic and working-class communities.
Too many individuals and business owners face unnecessary stress, penalties, or missed opportunities simply because no one ever explained how taxes, compliance, and financial planning truly work.
At Agil Tax, we simplify the complex. We meet clients where they are, providing clear guidance and personalized support to help them stay compliant, reduce their tax burden, and build a stronger financial future—protecting what matters most: their income, their business, and their legacy.
Mission Statement
To educate and empower families and small business owners with clear, honest tax guidance—so they can file with confidence, stay compliant, and keep more of what they earn.
Vision Statement
A future where every family, regardless of background, has access to clear tax knowledge and trusted support to protect their income and build long-term financial stability.
Core Values
Meet Our Founder
Lucy Andrade
Licensed Tax Preparer, Community Educator, & Financial Strategist
Lucy is a licensed tax preparer with a strong passion for community engagement and financial empowerment. She leads our tax preparation services with a hands-on approach, ensuring individuals and families receive accurate guidance, stay compliant, and maximize the benefits available to them. Lucy is committed to making tax services accessible and understandable for those who need them most.
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