Our team
Senior Advisors. No Handoffs.
Every AGIO engagement is led by a senior professional from start to finish. You work directly with the people who have the experience to make a difference.
The People Behind AGIO
A small, senior team with deep expertise across tax, compliance, and M&A advisory.
Founded 2016
Jay Chung
Founder & Managing Partner
Jay founded AGIO in 2016 after more than two decades advising founder-owned businesses on tax strategy, compliance, and transactions. His practice focuses on privately-held companies navigating growth, ownership transitions, and exits — with a particular emphasis on ensuring founders keep as much of what they've built as possible.
Areas of focus
How we work
Built Different by Design
Most accounting firms are built to scale — which means your work gets handed to a junior associate the moment you sign an engagement letter. AGIO was built the other way around.
Senior-Led, Always
Every engagement at AGIO is owned and delivered by a senior advisor. We don't use your account to train junior staff. The person you meet in the first conversation is the person doing the work.
Founder-First Perspective
Our team has advised founders through growth, transactions, and exits. We understand that for owner-operators, business decisions and personal financial decisions are inseparable — and we advise accordingly.
Proactive, Not Reactive
We don't wait for you to call with a problem. We monitor changes in tax law, regulatory requirements, and your business situation — and reach out when something affects you.
Integrated Across Services
Tax, compliance, and transaction advisory are not separate silos at AGIO. The same team that handles your annual filings is the team advising on your exit — which means nothing falls through the cracks.
Join the team
We Hire for Judgment, Not Just Credentials
AGIO is a small firm by design. When we grow, we grow carefully — adding advisors who share our commitment to senior-led, founder-focused work. We're not always hiring, but we're always interested in exceptional people.
If that sounds like you, we'd like to hear from you.
Get in TouchWe accept inquiries on a rolling basis. No recruiters, please.
What we look for
- Deep expertise over broad generalism
- Direct client relationships from day one
- Proactive thinking, not just responsive execution
- Honest advice, even when it's not what a client wants to hear
Ready to Work With Our Team?
Schedule a consultation and meet the advisor who would lead your engagement.
Schedule a Consultation