Accounting & Tax
Houston, TX
JAG CPA & Co. is a Houston-based CPA firm specializing in small business tax preparation, tax planning, and financial advisory services. Led by Joe Gallegos, a CPA and Certified Valuation Analyst with Big 4 experience since 2012, the firm offers comprehensive services including bookkeeping, QuickBooks support, payroll processing, client accounting services, business valuations, and fractional CFO services. They focus on helping small business owners optimize cash flow, minimize tax liability, and scale with confidence through proactive planning and strategic financial management.
Ideal for: Small business owners, entrepreneurs, business owners needing business valuations, companies seeking fractional CFO support
Service area: Houston, Texas and surrounding areas
Certified Valuation Analyst: Partner Joe Gallegos holds CVA certification, enabling the firm to provide business valuation services—a specialized offering beyond typical CPA firms.
Tiered Service Models: Offers scalable solutions from basic compliance to fractional CFO services, allowing businesses to grow their financial support as they expand.
Published Author & Speaker: Joe Gallegos authored 'The Ultimate Guide to Choosing a CPA' and speaks at conferences on exit planning and tax strategies, demonstrating thought leadership.
Address: 2100 Travis St Ste 230, Houston, TX 77002
Phone: (713) 234-5112
Website: jagcpa.com
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