Financial Services and Tax Advisory Firm


We help Agencies, Professional Services, and Consulting Firms Increase their Cash Flow and reduce their Taxes by 47% – 100%.


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Secure Plus Financial
Picture of Omar Garcia, CEO of Secure Plus Financial, closing a deal with a client in the transportation industry

Financial Services and Tax Advisory Firm

We work alongside clients to implement Tax Reduction, Tax Preparation, Bookkeeping, and CFO services.

Our financial frameworks will help you increase your cash flow and reduce taxes by 47% to 100%.

Discover how our tax reduction strategies can save you thousands of dollars annually. Take action today to minimize your tax liabilities.

Our team of professional experts in tax preparation will help you prepare and submit your individual and business tax return to the IRS in accordance with the latest tax legislation.

Free yourself to concentrate on your company’s day-to-day operations and objectives while our team of bookkeeping experts guarantees the accuracy and completeness of your financial records.

Understanding your cash in and cash out transactions can help you ensure your cash flow is accurate to avoid bills and payroll issues.

We’ll handle the payroll of your business so that you can invest your time in growing and managing your business.

We help you create a plan that looks at a variety of options such as debt financing through banks and or financial institutions, private equity financing so that you may raise the money you need to grow your business.

Understand the current value of your business. Our team can provide you accurate numbers of your business current financial status with easy to understand reports.

Financial planning is the process of creating a roadmap in which we’ll help you build wealth and protect your assets.


I have been a client of Secure Plus for a few years now and love working with them. They are extremely knowledgeable, helpful, and have great intentions in bettering your business. I always recommend Secure Plus to family and friends for taxes or anyone who’s interested in extending their business. Omar has been a huge help to my business. Genuinely, I wouldn’t get this far if it wasn’t for his guidance.
Itzel Garcia
John and Omar work extra hard to save thousands in tax planning and taking the time to understand your business needs. They have assisted us in growing our business during difficult times.
Helen Kelly
John and Omar were extremely helpful in helping me with my Business finances during this difficult economy and worked hard on helping me look over my finances and helping me find and save thousands!
Daniel Bordner


Did you know you can plan your retirement while successfully growing your business?

Click the button below to Schedule an Appointment today to learn how! Our Financial Experts are ready to start helping your business save money and help you plan for your retirement!