JAG CPA & Co.

JAG CPA & Co. is an accountant in Houston, TX. The firm provides a variety of accounting and tax services to small businesses and high-income individuals, including tax preparation, business tax planning, cash flow management, and business valuations. Their professional offerings are supported by a 5.00 rating.

Led by Partner-in-Charge Joe Gallegos, a Certified Public Accountant and Certified Valuation Analyst, the firm utilizes a structured "Financial Ascent" approach to client service. This methodology moves clients through different stages of support, beginning with Trailhead for compliance essentials like bookkeeping, payroll, and tax returns. As businesses grow, they can transition to Mid-Climb services, which include Clarity tax planning and Client Accounting Services (CAS) for KPI dashboards and budgeting. For advanced needs, the Summit Peak tier provides fractional CFO services, offering executive-level leadership, scenario planning, and board-ready reporting. The firm's work is rooted in a professional history that includes experience at a "Big 4" international accounting firm.

The business maintains thorough, well-documented information online, ensuring their service details and professional expertise are clearly communicated.

JAG CPA & Co. is dedicated to helping small businesses improve their lives through the better management of taxes and finances in Houston.

Services:

• Bookkeeping & QuickBooks Accounting
• CFO Services
• Clarity Tax Planning
• Mid-Climb — Insight Builder Client Accounting Services
• Tax Consulting and Preparation