Tax 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.

Tax Season 2022

Tax season 2022 has started, and it comes with some key changes, including this year’s deadline. These changes have emerged due to how to the pandemic has affected the tax legislation.

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.

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.