Small business CPA firm focused on tax planning and financial clarity.
Joe Gallegos · Partner-in-Charge, CPA, CVA · Houston, Texas, United States
5+
Team
3
Services
Houston, Texas
Service area
JAG CPA & Co. is a specialized Houston accounting and CPA firm dedicated to helping small businesses and entrepreneurs improve their financial management through expert tax planning and compliance services. Led by Joe Gallegos, a Certified Public Accountant and Certified Valuation Analyst with a Big 4 background and over a decade of professional accounting experience, the firm provides comprehensive tax and financial guidance. The firm's service offerings include tax preparation, tax planning, bookkeeping and QuickBooks support, payroll services, client accounting services with KPI dashboards and forecasting, and fractional CFO services for business growth and strategic planning. JAG CPA & Co. employs a tiered service approach designed to meet clients where they are, offering entry-level compliance services through advanced strategic CFO advisory. The firm is known for making complex financial and tax concepts understandable to business owners, emphasizing clarity and proactive planning to help clients avoid surprises and optimize financial outcomes. With a focus on personalized service and educational engagement, JAG CPA serves entrepreneurs and small business owners seeking reliable partnership in financial and tax management.
Joe Gallegos
Partner-in-Charge · CPA, CVA
Bianca Maldonado
Business Manager
Credentials: CPA, CVA
Languages: English
Serves: Houston, Texas
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