All You Need
Is A SMART System


In our 25+ years of combined professional experience, we have counseled people who admit they know very little about finances and taxes, but we've also counseled many well to-do people who are very successful and accomplished who they think they do know a lot about finances and taxes... as hard as it may be to believe, the results they experience are not very different.

It's painful to work with clients who work hard at being successful, but still not quite "hit the mark". Even our multi-millionaires, ultra-affluent clientele will admit that they could "do better". What is the "secret" to success? How does a millionaire mind operate? And what is the no-fail, sure-fire formula that business owners and non-profits can follow to finally achieve the success and peace of mind they so eagerly desire?

Two of the things we've discovered over the years (among others) is simply that successful people have great counsel and systems... They have people to rely on with specialized knowledge and they have systems that they follow that keep them on course.

At JAG CPA & Co. you will be part of the amazing Straight Talk Insider Community ("STIC") where you will receive a special report a month written by our expert CPAs pertaining to the matters that are most important to you - including but not limited to sustain and growing wealth, tax loopholes and strategies now (and on the horizon, business trends, and business development techniques. This is your personal counsel that shows up every month on your doorstep.

Moreover, we will introduce you to the SMART system that you can begin to incorporate almost immediately and begin achieve better results in your business or non-profit.

If this something that you might be interested in being part of, then Step 1 is obtaining some of our free resources on our resource page and subscribing to our famous newsletter. We will feel much better after knowing you have this information in your hands.

Meet The Team

Joe Gallegos, CPA/CVA



Husband, Father, Tax Planner, Chief Financial Officer, Growth Consultant, Author of Confessions of a Tax Planning Man

Mark Valadez, CPA



Tax, CPA, Spurs Fan

Nicholas Rodriguez




Bianca Maldonado

Business Manager


Wife, Mother, Business Operations, Fan Of "The Crown"

Maria Mendoza

Accounting & Advisory Intern


Accounting & Advisory Intern

Thomas Garcia




How To Contact Us

NOTICE: Unsolicited phone calls and emails from non-customers requesting business or non-profit advice unfortunately cannot be returned. Due to an intensive project schedule, JAG CPA & CO may not be able to take your project.

QUESTION:  I would like JAG CPA & CO. to speak at my conference or event. What do I do?

ANSWER:  Please call or submit your request below, you will receive a response.

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Every Month we will send you rock solid business and non-profit advice that you can quickly implement to generate more profits, peace of mind, and strategies FAST!