Tax Planning & Service Plans — Houston
Tax Planning in Houston (Clarity & Elevate)
A tax plan should fit the way your business actually operates. Start with what has changed: income, cash needs, a purchase, an ownership decision, or a transaction you are considering. Then work through the tax implications while there is still time to act.
At JAG CPA & Co., our purpose is to make people’s lives better through better management of their taxes and finances. That means explaining the facts, the tradeoffs, and a practical next step—not promising that every idea will produce a tax saving.
Plans At A Glance
| Service | When it fits | How the work is agreed |
|---|---|---|
| On-Request | A specific question or planning project | Hourly or project work with a defined scope |
| Clarity | Planned check-ins and a more proactive tax conversation | A recurring engagement with agreed time, topics, and schedule |
| Elevate | More complex decisions that need deeper analysis or more frequent attention | A recurring engagement tailored to the work and coordination required |
Annual tax preparation is quoted separately. Your proposal states fees, included time, scheduled conversations, response expectations, and how additional work is billed. On-Request means paid help when needed; it does not mean free planning.
What a useful planning conversation covers
- The decision and deadline. What are you trying to accomplish, and when does action need to occur?
- The current facts. Income, entities, prior filings, payments made, and available accounting records.
- The alternatives. What changes under each approach, including cash needs and practical requirements?
- The next action. Identify what needs to be done, who is responsible, and when the analysis should be revisited.
The engagement determines which questions and follow-up work are covered. Notices, examinations, and specialized projects are assessed for scope before work begins.
Plan Details
On-Request — Address a defined need
Use hourly or project support when a question arises or a decision needs a focused review. Work is agreed as needed; scheduled ongoing planning is not assumed.
Clarity — Put planning on the calendar
For owners who want a planned conversation about estimates, changes in the business, and questions that are easier to address before filing season. The engagement defines the included time and check-in schedule.
Elevate — Work through greater complexity
For owners managing more involved transactions, multiple entities, or decisions that call for deeper scenarios and coordination. We agree on the level of review and, where separately engaged, the connection to accounting and advisory or CFO services.
One‑Time Planning Projects
A one-time engagement may fit an ownership change, real estate transaction, exit, or other defined decision. We first establish the question, available records, timing, and analysis required, then quote the project.
For an example of the questions an ownership change raises, see this real JAG partner-buyout case.
The fee and deliverables are set in the engagement. Potential tax savings depend on your facts and the applicable rules; they are not guaranteed.
Mid‑Year Sign‑Ups & Catch‑Up
If you are starting during the year, we review the deadlines, payments already made, and quality of the current information. We then agree on what can be addressed and when.
Missing records or prior-period corrections may need separate cleanup before a useful projection can be prepared. An upcoming deadline should be raised at the start of the conversation.
Keep the services and responsibilities clear
Tax return preparation, bookkeeping and cleanup, daily invoicing or bill payment, and payroll processing are not automatically included in tax planning.
We identify the work you need and how the services connect, then document the responsibilities and fees. Request a consultation and complete the questionnaire; Joe reviews your request before your appointment is confirmed.
Joe Gallegos, CPA/CVA
Partner-in-Charge · JAG CPA & Co.
Author of The Ultimate Guide to Choosing a CPA
THE HOUSTON CPA
Let’s work through your next business decision.
Start with what you want to accomplish. We’ll look at the facts, talk through the tradeoffs, and identify a practical next step.
Public accounting since 2012 · Big Four background
Business tax planning · Cash flow · Business valuation · Advisory
Request a time, then complete the questionnaire our team emails you. Joe reviews the fit before our team confirms your phone consultation.
Read Joe’s story: the purpose and principles behind JAG