Houston Tax Preparation & Planning
At JAG CPA & Co., tax preparation and planning start with the facts. We review your business, filing needs, and goals, then agree on the work that makes sense for your situation.
From preparation to planning
1) Agree on goals and scope
After your consultation is confirmed, we review your filing needs, discuss your goals, and quote the work that fits your situation.
2) Gather and review records
We collect documents securely and confirm the scope before work begins.
3) Prepare and review
CPA-led preparation includes a plain-English review of the results and potential planning questions.
4) Deliver and discuss next steps
We deliver filing confirmations and discuss whether ongoing guidance makes sense. Tax preparation and planning are separately scoped and quoted.
Initial Consultation
Start with your goals and the current picture of your business. We will discuss whether you need tax preparation, planning, or both.
Choose a time, complete the questionnaire, and Joe will review your request before the consultation is confirmed.
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?
Choose a time and complete the questionnaire. Joe reviews each request before your consultation is confirmed.
Call 713-234-5112
JAG CPA & Co. · 2100 Travis St., Suite 230, Houston, TX 77002
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