Tax Planning

Picture of Omar Garcia, CEO of Secure Plus Financial, doing tax preparation for a trucking business owner in Texas

Events

Sign up today to one of our webinars or seminars and start taking advantage of all the great tax-saving opportunities available to you!

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.

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.