Mobile Practice • Zero Travel Fees • On-Site & Remote

Comprehensive Tax & Financial Management

Tailored On-Site Preparation, Bookkeeping & Elder Care Support

CAG Financial LLC specializes in professional tax preparation, ongoing bookkeeping, and dedicated elder care financial administration. By operating as a mobile practice without the heavy overhead of a traditional physical office, we keep structural costs low and pass those savings directly on to you—all with zero travel fees.

Direct & Mobile Service

Schedule an On-Site Consultation

Connect directly with Chris Gonzales, MBA. We visit your home, office, or preferred meeting location.

Direct Line (210) 446-9868

Zero Travel Fees: In-person meetings, document pickups, and consultations are provided with no travel charges.

Mobile Service

We Come To You Free of Charge

No commuting or dealing with traffic. We meet at your home, office, or preferred local spot at no extra cost.

Affordable Rates

Lower Practice Overhead

By operating as a mobile practice without the heavy overhead of a traditional physical office, we keep structural costs low and pass those savings directly on to you.

Total Flexibility

Mobile & Remote Options

Whether you prefer face-to-face service in your kitchen or secure digital submission online, we work entirely on your terms.

Our Expertise

Core Practice Areas

Convenient mobile and remote solutions tailored for individuals, seniors, and small businesses.

Mobile Tax Preparation

We come to your dining table or workspace to review documents and complete federal and state returns conveniently in person.

Elder Care Financial Management

In-person home visits to assist aging relatives with bill payments, mail sorting, medical billing reviews, and account updates.

On-Site Business Returns

We visit your shop or office location to gather receipts, discuss deduction options, and file schedule documents cleanly.

Bookkeeping Services

Accurate ledger management and statement reconciliations handled through convenient cloud tools or periodic in-person check-ins.

Payroll Services

Comprehensive payroll processing and contractor 1099 tracking designed to take administrative burdens off your plate.

Financial Planning & Analytics

In-depth cash flow planning, budgeting, and performance analytics delivered wherever you are most comfortable meeting.

Why Choose Us

Why Choose CAG Financial LLC

Free On-Site Visits

We travel directly to your location at zero extra charge, making appointment coordination completely hassle-free.

Lower Client Rates

Operating without traditional office lease costs means we pass structural savings directly on to you.

Personalized Attention

Work directly with Chris Gonzales, MBA for customized tax and financial management solutions.

Flexible & Secure

Choose in-person visits, secure digital portals, or a hybrid mix that suits your personal workflow best.

Specialized In-Home Support

In-Home Elder Care Financial Administration

Managing daily finances for aging family members requires patience, trust, and personal attention. By visiting seniors directly in their homes, we review physical mail, reconcile accounts, handle bill pay, and provide transparent updates to family members—all without forcing them to travel to an office.

Chris Gonzales, MBA

Founder, CAG Financial LLC

Meet Chris Gonzales, MBA

Executive Financial Leadership Built Around Trust & Convenience

At CAG Financial LLC, financial management is built on trust, institutional rigor, and true personalized service. I hold a Bachelor of Science in Business Administration with a concentration in Accounting (Summa Cum Laude) and a Master of Business Administration in Data Analytics from the University of the Incarnate Word. Backed by over 15 years of executive leadership overseeing multi-million dollar operational budgets, internal controls, and data management systems, I bring top-tier financial expertise directly to individuals, families, and small business owners.

My practice is deliberately structured to bridge the gap between high-level financial strategy and everyday practical needs. Whether providing patient, protective financial administration and bill-pay support for aging seniors, delivering accurate tax preparation for households, or managing full-cycle bookkeeping and payroll for growing local businesses, every client receives the same level of executive diligence, complete confidentiality, and dedicated, mobile on-site service.

Regulatory Disclosure: CAG Financial LLC provides mobile tax preparation, elder care financial management, and bookkeeping services. Chris Gonzales is an active candidate pursuing CPA licensure (Target: 2028). Services provided do not constitute licensed CPA attest or public accounting engagements.

Getting Started

Client Document Checklists

Gather these items prior to our initial on-site consultation to ensure a seamless kickoff.

Tax Preparation Checklist

W-2 forms & wage statements

1099s (1099-NEC, MISC, INT, DIV, 1099-R)

1098 forms (Mortgage interest, property taxes)

Copy of prior year federal & state tax return

Medical expense summaries & donation receipts

Elder Care Admin Checklist

Recent bank & credit card statements

Unopened mail, recurring bills, and utility notices

Medical bills & EOB (Explanation of Benefits) statements

Financial Power of Attorney documentation (if applicable)

Contact list for primary family representatives

Bookkeeping Onboarding Checklist

Business bank & credit card account access

Prior year balance sheet & income statement

Outstanding vendor invoices & unpaid customer bills

Asset purchase documentation & loan agreements

Chart of accounts or current software export (if applicable)

Payroll Setup Checklist

Employer Identification Number (EIN) & State Tax IDs

Employee W-4 forms & contractor W-9 forms

Direct deposit authorization forms & voided checks

Pay schedule details & current wage rates

Prior payroll reports for year-to-date balancing