- 713.234.5112
- info@jagcpa.com
- Houston, TX 77002
JAG CPA & CO. - a houston cpa firm
Helping Small Businesses Improve Life Through Better Management of Taxes and Finances
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. Since , 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.
What Are The Steps?
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
anything else?
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