Tax Season 2021

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Is your CPA maximizing your Tax Savings?

Picture of Omar Garcia, CEO of Secure Plus Financial, in a meeting with tax preparation and tax planning clients

Have your CPA been in touch with you recently?

Almost all the clients we helped already have a bookkeeper, accountant, or CPA; some are even their family members or friends. Unfortunately, we found it is very rare that they are also tax strategists. Have your tax specialists been in touch with you recently to review how much taxes they were able to save your business in 2020 and what they are projecting to save you in 2021?

Certified Public Accountant

I play a similar role to a CPA. Besides doing tax preparation, I do tax planning, which is looking at a person’s life, business, and regulatory requirements to reduce taxes legally.

We are helping our clients do proper tax planning and, as a result, it’s making it easier for them to build personal finances and afford the things they want. I think you would benefit from knowing more about Tax Planning. I’d be glad to jump on a free zoom call with you if you’d like.

Basically, our call will be to determine if I can help your business increase cash flow through tax savings or defining where in the records your profit is hiding within.


Do you often make Tax Preparation mistakes and sabotage your tax savings?

We’d love to help you maximize your tax return this year and get some extra cash from Uncle Sam.


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