Certified Public Accountants
Precision Tax & Advisory for Business Owners
AGIO Accountancy Corporation delivers senior-level CPA expertise to closely held businesses, M&A transactions, and high-net-worth individuals in Southern California.
CPA · MST · Huntington Beach, CA
30+
Years Experience
About AGIO
Senior-Level Expertise. No Junior Staff.
At AGIO, every engagement is handled by a credentialed senior advisor — not passed down to junior staff. We work with a select number of clients to ensure each one receives the attention their financial situation deserves.
Founded in 2021 by Jay Chung, CPA, MST, AGIO was built on a simple premise: business owners deserve the same caliber of tax and advisory counsel that large corporations receive.
Our StoryWhat We Do
What We Do
Comprehensive tax, compliance, and transaction advisory services for businesses and individuals who demand precision.
Tax & Compliance
Business Tax Planning
Strategic federal and state tax planning for S-corps, C-corps, partnerships, and LLCs.
Individual & Trust Returns
High-complexity individual, trust, and estate returns prepared with precision.
IRS & State Representation
Audit defense, notice response, and resolution for federal and California tax matters.
Advisory
Entity Structure & Formation
Guidance on optimal entity selection and formation for new and existing businesses.
Succession & Exit Planning
Long-horizon planning for business owners preparing for ownership transition.
Accounting & Bookkeeping Oversight
CFO-level review and oversight of your accounting function and financial reporting.
Transaction Advisory
Buy-Side & Sell-Side Tax Structuring
Optimize deal structure to minimize tax exposure on business acquisitions and divestitures.
Due Diligence
Tax due diligence for buyers and sellers navigating complex M&A transactions.
Post-Transaction Integration
Tax planning and compliance support following a completed transaction.
Built for Business Owners Who Can't Afford Mistakes
Tax errors and missed opportunities compound over time. AGIO exists to make sure your tax strategy is as sophisticated as your business.
We serve closely held businesses, family offices, and entrepreneurs across Orange County and greater Southern California.
15+
Years of Experience
100%
Senior-Level Attention
Client Stories
What Our Clients Say
Jay's depth of knowledge on M&A tax structuring saved us a significant amount on our exit. He was available throughout the entire process and never made us feel like just another client.
David R.
Founder, Manufacturing Company
After years of working with large firms where we never spoke to a senior CPA, AGIO was a revelation. Responsive, precise, and genuinely invested in our outcome.
Sarah M.
Owner, Professional Services Firm
AGIO handled our multi-state compliance and entity restructuring seamlessly. The level of attention to detail is unmatched.
Michael T.
Managing Partner, Real Estate Group
FAQ
Common Questions
Get in Touch
Schedule Your Free Consultation
Ready to take control of your financial future? Our team is here to help.
- 949.630.3696
- jay.chung@agioadvisory.com
- 2130 Main Street, Suite 190, Huntington Beach, CA 92648