JAG CPA & CO. - a houston cpa firm
Helping Small Businesses Improve Life Through Better Management of Taxes and Finances
Joe is s a Certified Public Accountant (C.P.A.) and a Certified Valuation Analyst (C.V.A.). Joe’s professional career in public accounting began in 2012 with one of the “Big 4” international
accounting firms. Since 2012, the focus of his professional engagements has been primarily in the area of business tax planning, cash flow planning and management, business valuations, and small business financial consulting.
BOOKS PUBLISHED:
CERTIFCATIONS:
CERTIFIED VALUATION ANALYST
National Association of Certified Valuation Analysts, 2018
CERTIFIED PUBLIC ACCOUNTANT
The State of Texas, 2013
Houston CPA Services for Every Stage
Business Tax Consulting and Tax Preparation
Accurate, on‑time federal and state returns prepared by a Houston CPA. Organizer, CPA review, and e‑file—plus pointers for next year’s planning.
Trailhead — Compliance Essentials
Bookkeeping & QuickBooks — Houston
Monthly bookkeeping and cleanup from a Houston CPA team. Reconciliations, month‑end entries, and management‑ready reports. QuickBooks/Xero support.
Payroll Services
Outsource payroll to a local Houston CPA. We handle setup, direct deposit, filings, W‑2/1099s, and multi‑state compliance—integrated with your books.
Clarity Tax Planning
Quarterly touchpoints with a Houston CPA for estimates, safe‑harbor planning, and quick what‑ifs—so there are no tax surprises
Mid‑Climb — Insight Builder
Client Accounting Services (CAS)
Foundation, Focus, Ascent tiers: reliable monthly close first, then KPIs and (at Ascent) forecasting—controller oversight from a Houston CPA.
Elevate Tax Planning
Executive‑level tax strategy with deeper scenario planning and frequent sessions—optimize after‑tax outcomes across entities with a Houston CPA partner.
Summit Peak - Strategic Alliance
CFO Services (Fractional/Part‑Time CFO)
CFO leadership without the full‑time cost—forecasting, scenario planning, pricing strategy, and board‑ready reporting so you scale with confidence.
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