Secure Plus Financial Shield Logo

Secure Plus Financial

Congratulations on Successfully Gaining Access to the "Tax-Saving Tactics: Your Blueprint to Reducing Taxes by 20K-100K" eBook

Please click the button below to retrieve your copy.

Access E-book Now

Reduce Your Taxes!

Tax strategies tailored for agencies, professional services, and consulting firms to reduce taxes.

Increase Your Cash Flow!

Utilize our expert tax deduction strategies and retain more of your hard-earned money.

The #16K Challenge!

Up for a challenge? Let’s cut your tax bill by $16k in just the first year.

Call now to schedule a free session!
  • +1 956-233-7841

Maximize Your Tax Savings with a Complimentary Strategy Session!

Speak directly with a Tax Expert for personalized guidance. Click below to schedule your session now.

Our Dedicated Team

Erick Lorini

Chief Tech Officer

Picture of Erick Lorini, Marketing Director and Chief Financial Officer at Secure Plus Financial

Omar A. Garcia

Founder & CEO

Picture of Omar A. Garcia, Founder & CEO of Secure Plus Financial, a financial services and tax advisory firm that works alongside clients to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, insurance, retirement planning, investment, and financial planning.

John Rickard

VP of Sales

Picture of John Rickard, Business Development Specialist at Secure Plus Financial

Iryna Hlinina

Accounting

Picture of Iryna Hlinina, Tax Accountant at Secure Plus Financial
Secure Plus Financial
CEO Omar Garcia engaging in a friendly conversation, wearing a warm smile, discussing tax solutions with a potential client.

Master Tax Reduction Strategies

Take control of your financial destiny with our expert guidance. As an agency, professional service, or consulting firm, you have unique tax considerations that we’re ready to tackle:

  • Assessment of Deductions
  • Optimal Legal Entity Selection
  • Retirement Considerations
  • Insurance Aspects
  • Exploiting Loopholes
  • Inflation Factors
  • Impact of the Reduction Act
  • Updates on Tax Cuts & Jobs Act
  • Strategies Specific to Your Niche
  • Advanced Approach Tactics

Seeking Lower Tax Bills?

Partner with us for specialized strategies to reduce tax liabilities and boost profitability in agencies, professional services, and consulting firms. Navigate deductions and credits effectively.

Testimonials From Our Clients

Overall excellent service! I have been coming here for all my financial needs for years and the staff is always friendly and attentive. They really aim to care for your individual needs at an affordable price. Omar is the absolute best!!! He always greets me with a smile and makes sure to go above and beyond to ensure I am understanding everything clearly.
Lexa Cepeda
Excellent person and financial advisor, very professional in his work. 5 years ago I decided to change with him and it was the best decision, he has the appropriate answer to every question I have and he explains everything step by step.
Karina De Bohorquez
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
Copyright © 2023 Secure Plus Financial