JAG CPA & Co. · Houston, Texas
Tools & Resources
Understand the questions. Organize the facts. Take a practical next step with resources created by Joe Gallegos.
A book by Joe Gallegos
The Ultimate Guide to Choosing a CPA
Choosing a CPA shapes more than your tax return. Explore Joe’s book as you think through the relationship you want with your advisor.
Start with the decision: What help do you need? How do you want to work together? What should the next step look like?
Available on Amazon.
Guided documentation tool
Augusta Rule IQ
Organize your facts and supporting documents before tax filing. A guided intake creates a coordinated documentation package for review with your tax professional.
- Guided intake and a review portal
- Rental agreement, resolution, and invoice
- Proposed fair-market-value memo and meeting records
- Coordinated documents and instructions
Your tax professional reviews eligibility, fair market value, and tax treatment.
Need help applying what you learn to your business? Start with your goals and the facts. Our Houston team can help you identify the next conversation to have.