Updated:
← Back to Top 41 Bookkeepers in the Houston Area, TX (2026)JAG CPA & Co.
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks, Xero
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | JAG CPA & Co. | home page | |
| Website | https://jagcpa.com/ | home page | |
| Office locality | Houston, TX | home page | |
| Phone | +17132345112 | home page | |
| Offers bookkeeping | Documented: ...77002 Request a Consultation Home Services Tax Consulting and Preparation CFO Services Bookkeeping & QuickBooks Accounting - Houston, TX Our Purpose Business Blog Tools & Resources... | home page | |
| Monthly bookkeeping | Documented: ...planning. Explore Houston Tax Preparation Accounting Bookkeeping & QuickBooks - Houston Monthly bookkeeping and cleanup from a Houston CPA team. Reconciliations, month‑end... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...can use them to run the business. Our Houston CPA firm helps with monthly bookkeeping, catch-up work, and QuickBooks support, with a scope based on the condition of your records.... | /bookkeeping-houston | 5 pts (max 5) |
| Payroll coordination | Documented: Outsource payroll to a local Houston CPA. We set up schedules and direct deposit, file quarterly/annual taxes, prepare W‑2/1099s, and handle multi‑state compliance-integrated with... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Accounting Client Accounting Services (CAS) Foundation, Focus, Ascent tiers: reliable monthly close first, then KPIs and (at Ascent) forecasting-controller oversight from a... | home page | 6 pts (max 6) |
| Software supported | QuickBooks, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jose Alberto Gallegos III · CPA (self-reported to the IRS, not a state license) · business name on the record: JAG CPA & Co. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Your quote follows the work your business actually needs." | /client-accounting-services | 6 pts (max 6) |
| What is included / excluded | Documented: ...the payroll services selected for your business. Depending on that scope, the work can include: Scheduled payroll processing using the agreed system and approved employee... | /houston-payroll-services | 5 pts (max 5) |
| Onboarding described | Documented: ...business decision are different jobs. We make that distinction clear before you commit. Onboarding & Timeline Confirm the fit and scope. After your consultation request is... | /client-accounting-services | 4 pts (max 4) |
| Reporting cadence stated | Documented: 2) Monthly Close (Ongoing) Complete the reconciliations, categorization, and entries included in your engagement. Resolve questions with your team and deliver the agreed financial... | /bookkeeping-houston | 4 pts (max 4) |
| Named contact / team | Joe Gallegos, CPA/CVA, Partner-in-Charge | home page | 3 pts (max 3) |
| Communication channel / process | Documented: The engagement identifies the fee, included work, reporting and meeting schedule, and how additional work is handled. | /client-accounting-services | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched Xero's advisor directory for 'JAG CPA & Co.', 'JAG CPA & Co. - The Small Business CPA' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov) for 'jag', 'small' on 2026-09-25; no matching entity (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Active CPA firm or individual license (state board) (0 pts, max 8).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jose Alberto Gallegos III under the business name 'JAG CPA & Co.' in HOUSTON, TX, with CPA on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. A CPA entry there is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 23 evidenced items come from JAG CPA & Co.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.