Houston Tax Preparation & Planning
Clean, compliant, proactive. JAG CPA & Co. is a Houston CPA firm that prepares accurate returns and builds a tax plan that fits your business—so you avoid surprises and keep more of what you earn. Our approach follows your Financial Ascent: start with filing (Trailhead), add proactive check‑ins (Mid‑Climb), and integrate executive‑level strategy (Summit Peak).
Our Process For Better Tax Management
1) Free Discovery (15–30 minutes)
We learn your entity(ies), income sources, states, and any notices. You get next‑step recommendations and a quote range.
2) Secure Intake & Fixed Scope
We collect documents, confirm filing needs, and lock scope before work begins.
3) Preparation & Review
CPA‑led prep with a plain‑English review meeting. We flag potential planning opportunities for the year ahead.
4) File, Deliver, Plan
E‑file with confirmations. If ongoing guidance makes sense, we place you in Clarity (quarterly touchpoints) or Elevate (executive‑level planning).
Initial Consultation
- Starting at: Free
- Who it’s for: Business owners & high‑income individuals
- Objective: Determine whether you need tax preparation, planning, or both
- Deliverable: Written recommendation & price range
Tax Preparation (Houston)
- Starting at: $500–$3,000 (final quote after file review)
- Who it’s for: Business owners & individuals
- What we prepare: 1040 (with schedules), S‑Corp (1120‑S), Partnership (1065), C‑Corp (1120), Texas franchise tax, and common state returns
- What’s included:
- CPA‑led return prep and e‑filing
- Year‑end organizer & document checklist
- Review call to explain results and next steps
- Amended return quote if needed
Note: Every return is reviewed and quoted for an accurate range. Complexities (multi‑state, K‑1 volume, late filings) may adjust fees.
*All returns will be reviewed and quoted for an accurate price range. General ranges listed here.
What We’ll Need From You
Prior‑year returns (personal + business)
Current‑year tax docs (W‑2, 1099s, K‑1s, brokerage, real estate)
Business financials (P&L, Balance Sheet; if we do your books, we’ll pull them)
Entity details and any IRS/state notices
Tax Planning – Plans at a Glance (Houston)
Short descriptions here; full details live on /tax-planning-houston/.
| Plan | Monthly fee | Included hours | Check‑ins | Overages discount | Annual prep |
|---|---|---|---|---|---|
| On‑Request | $0 | — | None | — | Quoted |
| Clarity | $200 | 3 hrs/yr | 1/yr | 15% off | Quoted |
| Elevate | $500 | 12 hrs/yr | 3+/yr | 15% off | Quoted |
See full plan details:
Clarity →
/tax-planning-houston/#clarityElevate →
/tax-planning-houston/#elevate
Prefer a one‑time project? We also deliver single‑engagement tax plans (typically $2k–$10k or 20–30% of first‑year savings, where applicable).
FAQs
Will you guarantee tax savings?
No. We present options with pros/cons and implement what aligns with your goals and risk tolerance.
Can you handle multi‑state returns?
Yes—quoted after we review exposure and nexus.
Do I need a plan or just filing?
If you only need accurate, on‑time filing, choose Tax Prep. If income or cash flow changes during the year, Clarity helps prevent surprises. For complex, multi‑entity or high‑variability income, Elevate provides deeper modeling and frequent strategy.
Can you work with my bookkeeper?
Yes. We can collaborate with your team or pair planning with our Bookkeeping or CAS for cleaner execution.
Ready to Get Started?
Book a Free Consult • Call 713‑234‑5112
JAG CPA & Co. • 2100 Travis St., Suite 230, Houston, TX 77002
Joe is s 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 2012, the focus of his professional engagements has been primarily in the area of tax planning, cash flow planning, business valuations, and business consulting for privately owned businesses.
Education: Bachelor of Business Administration-Accounting
Texas State University, San Marcos, TX 2011
Master of Science- Accounting Sam Houston State
University, Huntsville, TX 2012
CERTIFIED PUBLIC ACCOUNTANT
The state of Texas, 2013
