Tax Credits

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.

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.

Build Back Better Act (Draft Released)

Build Back Better Act has been launched includes approximately 1.75 trillion dollars to combat climate change, extend health care and ease child poverty.

Capital Gains, a Retroactive Timeline

With the new tax hikes proposal developed this week in Washington, there are notable changes coming to your capital gains and dividend income taxing.

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.

Picture of Omar Garcia, CEO of Secure Plus Financial introducing the Restaurant Revitalization Fund by the SBA

I Already have a CPA

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.