TAX | ACCOUNTING | ADVISORY | CFO
THE
HOUSTON CPA
Helping Small Businesses Improve Life Through Better Management of Taxes and Finances
Strategic tax planning, accounting, payroll, and advisory for Houston business owners who want clarity, confidence, and a local partner built for what’s next.
Consultation requests require a questionnaire and Joe’s review before an appointment is confirmed.
Family-owned.
Houston-rooted.
HOUSTON, TEXAS / 713-234-5112
TEXAS CPA · 2013
Texas CPA credential
CVA · 2018
Certified Valuation Analyst
BIG FOUR BACKGROUND
Public-accounting career began in 2012
PUBLISHED AUTHOR
The Ultimate Guide to Choosing a CPA
OUR PURPOSE
Our purpose is to make people’s lives better through better management of their taxes and finances.
JAG CPA & CO. – a houston cpa firm
THE FINANCIAL ASCENT
Houston CPA Services for Every Stage
Tax preparation to proactive planning. Bookkeeping to strategic financial leadership. Explore the right support for your next stage.
01
Trailhead — Compliance Essentials
Get the foundation right
Tax
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.
Accounting
Bookkeeping & QuickBooks — Houston
Monthly bookkeeping and cleanup from a Houston CPA team. Reconciliations, month‑end entries, and management‑ready reports. QuickBooks/Xero support.
Payroll
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.
02
Mid‑Climb — Insight Builder
Gain clarity and control
Tax
Clarity Tax Planning
Proactive tax guidance, planning questions, and agreed check-ins to help you understand your next decisions.
Accounting
Client Accounting Services (CAS)
Foundation, Focus, Ascent tiers: reliable monthly close first, then KPIs and (at Ascent) forecasting—controller oversight from a Houston CPA.
03
Summit Peak - Strategic Alliance
Make strategic decisions
Tax
Elevate Tax Planning
Deeper tax planning for more complex decisions, with the scope and review schedule agreed for your business.
Advisory
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.
Accounting/advisory and tax planning are separate service paths. Annual tax-return preparation is quoted separately. Your engagement defines the services and check-in schedule.
YOUR FIRST STEP
How working with JAG begins
01
Request a consultation
Choose a time and complete the questionnaire so Joe can understand your business and what you need help with.
02
We review the fit
Joe reviews your answers to understand whether JAG is the right fit for the conversation.
03
Receive your confirmation
Your appointment is confirmed after Joe’s review and approval.
04
Talk through your goals and next step
Start with what you want to achieve, the facts that matter, and the questions you want to work through. Discuss the practical next step for your business.
PROUD TO CALL HOUSTON HOME
Houston built us. We help Houston businesses build what’s next.
01
Space City
Innovation, precision, and the courage to plan beyond the next quarter.
02
Houston Grit
Preparation matters. Discipline matters. Execution matters.
03
Business City
Local insight for businesses operating in one of America’s most dynamic markets.
04
Family City
A local firm built around relationships, responsibility, and better lives.
We root for Houston.
Astros baseball. Texans football. Rockets basketball. Houston is home, and we love the teams that bring our city together. That same hometown pride shapes how we show up for Houston business owners—with preparation, commitment, and a team in your corner.
BASEBALL
Houston Astros
Minute Maid Park exterior 2019-10-29 — Thank You (21 Millions+) views, via Wikimedia Commons. CC BY 2.0; displayed with responsive cropping.
YOUR HOUSTON CPA
Joe Gallegos, CPA/CVA Partner-in-Charge
Joe is 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. His professional engagements focus primarily on business tax planning, cash flow planning and management, business valuations, and small business financial consulting.
CERTIFICATIONS:
CERTIFIED VALUATION ANALYST
National Association of Certified Valuation Analysts, 2018
CERTIFIED PUBLIC ACCOUNTANT
The State of Texas, 2013
BOOKS PUBLISHED:
What Are Others Saying?
“The JAG team does a great job of explaining ideas and numbers to those who aren’t so great at the accounting side of things. I know that I can trust them to set me up for success in my current and future business.”
Chris Bello
Entrepreneur
JAG CPA has a great team who can be depended on when needed. I needed the services of a business valuation for a client of mine. The report exceeded my expectations.
Eleazar Maldonado
Attorney, Business Owner
I’ve known Joe and his family for almost a year now; they are great and caring people and put others before them. Joe is 100% about business and helping others. I highly recommend his work.
Armoni Brooks
Entrepreneur, Professional Basketball Player
JOE GALLEGOS & JAG CPA & CO.
More from The Houston CPA
A book to help you choose a CPA, a focused documentation tool, and practical articles for your next business decision.
THE BOOK
The Ultimate Guide to Choosing a CPA
Choosing a CPA is a business decision. Joe’s book gives you a place to start thinking through the help you need and the questions to ask.
BY JAG CPA & CO.
RULE IQ
GUIDED DOCUMENTATION
PAID DOCUMENTATION TOOL
Augusta Rule IQ
Bring the facts and documents together. Follow a guided intake to create a coordinated Augusta Rule documentation packet for professional review.
BUSINESS INSIGHTS
Work through your next business decision.
Explore practical articles on taxes, cash flow and business management. Understand the issue, consider the tradeoffs and find a useful next step.
Houston skyline photo by Adrian Newell on Unsplash.