Tax Credits and Deductions

A group of blue semi trucks parked next to each other awaiting for financing.

Tax Services For Small Businesses

We work alongside business owners across the nation to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, commercial insurance, retirement planning, and financial planning.

A group of blue semi trucks parked next to each other awaiting for financing.

Tax Services For Trucking Companies

We work alongside trucking business owners to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, commercial insurance, retirement planning, and financial planning.

A group of blue semi trucks parked next to each other awaiting for financing.

Tax Services For Trucking Companies in Texas

We work alongside trucking business owners to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, commercial insurance, retirement planning, and financial planning.

Picture of a CFO working at Secure Plus Financial to provide a client with financing consulting services in Brownsville, Texas

How to prepare for a meeting?

Almost all the clients we’ve helped already have a bookkeeper, accountant, or CPA; some are even their family members or friends. Unfortunately, we found it’s very rare that they are also tax strategists.

End of Year Small Business Checklist

The end of the year is a great time to review your small business financial checklist and make sure that you are ready for the upcoming year.

How Rising Inflation May Lead to Higher Tax Bills

Inflation has been rising over the past year. Taxes haven’t increased as quickly as inflation, but now it’s possible to pay more in taxes than you used to; this is because the IRS calculates taxes based on income and inflation.

Hands holding book titled Tax Strategies for Small Business Owners by Secure Plus Financial and Omar A. Garcia

Tax Strategies for Small Business Owners

Download our free tax strategies e-book, intended to help you maximize savings within your business and hopefully utilize those savings to put towards the growth of your business.

Hands holding book titled Tax Strategies for Small Business Owners by Secure Plus Financial and Omar A. Garcia

2022 Tax Planning Strategies for Small Business owners Free e-book

Download our free tax strategies e-book, intended to help you maximize savings within your business and hopefully utilize those savings to put towards the growth of your business. As you walk through each tip and trick, take a minute to reflect on whether or not this could help benefit your business in the current year or future years to come.