Tax Preparation

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.

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.

Taxes Too High This Year?

Every year we help our clients perform proactive tax planning. Almost 100% of the time, people are overpaying in taxes each year.

Double Tax Season Revenue

Double Tax Season is here and the Paycheck Protection Program is back. Do you think you qualify? Schedule a Free appointment!