Federal Tax Defense & Strategic Resolution
Federal tax matters. Professional representation. Strategic solutions.
Led by a federally licensed Enrolled Agent, JEG Advisors represents individuals and businesses before the IRS in audits, tax debt matters, collection proceedings, and appeals. We combine technical expertise with strategic advocacy to protect your rights and pursue practical, compliant resolutions.
Capabilities
This is what we will do for you.
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The Credential
Enrolled Agent.
Tax Expertise, Without Distraction.
An Enrolled Agent is a federally authorized tax practitioner, empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS at all administrative levels — examinations, collections, and appeals. The credential is earned by passing a rigorous three-part IRS examination and maintained through continuing education.
JEG Advisors is led by Jaime E Gandara Jr, an Enrolled Agent and tax expert dedicated to one discipline: tax. Every engagement centers on the outcome you need — resolving IRS problems, preparing returns with precision, planning ahead of deadlines, and advising small business owners on the decisions that shape their tax position.
Federally
Licensed by the U.S. Treasury
Unlimited
Representation rights before the IRS
Texas
Headquartered, serving clients nationwide
Tax Problems
The IRS has your attention. Now get representation.
A notice from the IRS or a state agency is not the end of the conversation — it is the beginning of a process you should not face alone. As an Enrolled Agent, we step in as your authorized representative, so you do not have to speak to the IRS yourself.
IRS liens & levies
Bank levies and tax liens that freeze your accounts and cloud your assets.
Wage garnishments
The IRS taking a cut of every paycheck before it ever reaches you.
Unfiled returns
Years of returns piling up — and the penalties compounding with them.
Audits & examinations
Federal or state audits demanding documentation you may not have at hand.
Outsourced CFO
CFO leadership for the business you are building.
Most small businesses reach a point where the tax return is no longer the hard part — the decisions are. Should you hire? Can you afford the equipment? Is this customer actually profitable? We provide outsourced CFO services to small businesses that need that level of thinking without the cost of a full-time executive.
Engagements are hands-on and built around your numbers: cash flow you can see weeks ahead, a budget you actually use, margins you understand, and a monthly conversation about what the figures mean for your next move.
Cash flow control
A rolling cash forecast that shows what is coming in, what is going out, and what you can safely commit to — so payroll, taxes, and vendor payments never arrive as a surprise.
Budgeting & forecasting
An operating budget built around how your business actually runs, refreshed monthly, with scenario modeling for a new hire, a price change, or a second location.
Margin & pricing analysis
Profitability broken out by service line, customer, or job — so you can see which work funds the business, which quietly drains it, and how to price with confidence.
Management reporting
A one-page monthly dashboard for owners: revenue, gross margin, cash position, backlog, and the few numbers that tell you whether the month was actually good.
Financing readiness
Projections, supporting detail, and the written narrative a lender or investor expects before you apply — assembled while there is still time to strengthen the story.
Quarterly business reviews
A scheduled seat at the table each quarter to review results, reset priorities, and decide where the next dollar and the next hour should go.
How you engage
Three ways to work together.
Every arrangement starts with a conversation about where the business is and what the next twelve months need to look like.
Fractional CFO
A monthly retainer with a set reporting cadence, a standing review call, and direct access between meetings. The most common structure for owners who want CFO judgment without a full-time hire.
Project engagement
A defined piece of work with a clear finish line — a budget build, a cash forecast, a pricing study, or projections for a loan application.
Advisory sessions
A focused working session on one decision: hiring, expansion, an equipment purchase, a partner buyout, or how to structure the next phase of growth.
Start with a CFO consultation.
Bring your last twelve months of results and the decision in front of you. We will tell you what the numbers say and whether an engagement makes sense.
CFO services are advisory in nature and scoped in writing before work begins. They are separate from, and do not include, tax representation or preparation.
In Their Words
Trusted to handle what matters.
“They took the weight of years of unfiled returns off our shoulders and made the whole process feel manageable.”
Martin Ronquillo
“Precise, thorough, and always a step ahead of the deadlines. Exactly what a small business needs.”
Precision Prosthetics
“I recommend JEG Advisors without hesitation — their work is accurate, timely, and completely dependable.”
Charles L. Roberts, Attorney at Law
“When the IRS came calling, they handled everything. We finally have peace of mind about our taxes.”
Mountain Star Heating and Cooling
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