Want the Augusta Rule Tax Benefit? Let Augusta Rule IQ Handle the Paperwork.
You’re considering the Augusta Rule for the potential tax benefit—not another paperwork project. Enter the facts once. Augusta Rule IQ uses them to build the complete package shown below: a rental agreement, business resolution, invoice, proposed FMV methodology memo, meeting agendas, templates for minutes and sign-in pages, and implementation instructions.
No guessing where to start. No piecing together blank templates or retyping the same facts.
After checkout, complete the guided intake. Your generated package will be delivered by email and remain available in your Customer Portal. Eligibility and tax treatment depend on your facts and professional review.
Joe Gallegos, CPA, CVA
Joe Gallegos is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). His professional career in public accounting began in 2012 with one of the Big 4 international accounting firms.
Since 2012, Joe has focused on business tax planning, cash flow management, business valuations, and small business financial consulting.
Why we built Augusta Rule IQ: Business owners should not have to start from blank templates or coordinate a dozen disconnected files. Joe built the system to turn one guided intake into one organized documentation package.
Visit JAG CPA & Co. →One intake. One complete package.
Augusta Rule IQ reuses the facts you enter across a coordinated set of documents and shows you what still needs to happen outside the software.
Enter facts once
Property, business, meeting, and comparable-rental information.
Build coordinated documents
The same facts flow through the agreement, resolution, invoice, and meeting records.
Review before use
Verify the facts and proposed FMV support with your tax professional.
Keep the package together
Receive the PDF by email and access it again through the Customer Portal.
01
Skip the Blank-Template Scramble
Complete one guided intake instead of piecing together separate forms and re-entering the same information.
02
Get a CPA-Built Workflow
The package is structured by JAG CPA & Co. to keep the facts, proposed FMV support, and meeting records coordinated.
03
Make Professional Review Easier
Bring your tax professional one organized package instead of scattered notes, downloads, and unfinished documents.
The Augusta Rule paperwork, done for you.
Your $497 one-time purchase includes every item listed here—generated from one guided intake and organized into one package.
From checkout to a coordinated documentation package.
Purchase
Secure one-time payment through Stripe. No subscription.
Complete the Intake
Provide the property, business, meeting, and comparable-rental facts.
Generate the Package
Augusta Rule IQ uses the intake across every listed document.
Review and Implement
Receive the PDF, verify it, then complete the real-world steps with professional guidance.
Augusta Rule IQ builds the documents. You and your tax professional make the tax decisions and complete the real-world steps.
Augusta Rule IQ handles
- Document creation, coordination, and organization
- Reuse of your intake throughout the package
- A proposed FMV methodology memo using the comparable-rental information supplied
- PDF packaging, delivery, and implementation instructions
You and your tax professional handle
- Confirming eligibility, final FMV, and tax treatment for your facts
- Providing accurate information and reviewing the generated package
- Holding the actual meetings and finalizing the meeting minutes afterward
- Signing the documents, making and documenting payment, and retaining the records
CPA-built to connect the facts across the whole package.
Joe Gallegos, CPA/CVA, has worked in public accounting since 2012, beginning at a Big Four firm. His work with business owners spans tax planning, cash flow, valuation, and practical financial decisions. Augusta Rule IQ brings that same structure to the paperwork: one set of facts, one coordinated package, and a clear split between what the system prepares and what you and your tax professional must decide.
Ready to stop piecing together the Augusta Rule paperwork yourself?
Enter the facts once. Get every document listed above in one organized package. $497, one time.
One-time purchase · No subscription · Email and Customer Portal delivery
Augusta Rule IQ prepares documents and implementation instructions. It does not determine eligibility, final FMV, or tax treatment. Those depend on your facts and professional review. No deduction, exclusion, savings, or audit result is guaranteed.