Secure Plus Financial Shield Logo

Secure Plus Financial

Reduce Taxes by 40-80% this Year:
Even If You Already Have an Accountant or Don't Pay

Already have an accountant?

We specialize in tax strategies that go beyond basic accounting. Our methods are designed to maximize your savings.

I'm a Small Business!

Whether you’re a solo entrepreneur or a multinational corporation, we have strategies to help you save.

Customized Plans

There’s no one-size-fits-all. We offer personalized strategies for professional services firms.

Call now to speak with an advisor!
  • +1 956-233-7841

Our Dedicated Team

Erick Lorini

Chief Tech Officer

Picture of Erick Lorini, Marketing Director and Chief Financial Officer at Secure Plus Financial

Omar A. Garcia

Founder & CEO

Picture of Omar A. Garcia, Founder & CEO of Secure Plus Financial, a financial services and tax advisory firm that works alongside clients to implement tax planning, bookkeeping, tax preparation, CFO services, payroll, insurance, retirement planning, investment, and financial planning.

John Rickard

VP of Sales

Picture of John Rickard, Business Development Specialist at Secure Plus Financial

Iryna Hlinina

Tax & Accounting

Picture of Iryna Hlinina, Tax Accountant at Secure Plus Financial
Secure Plus Financial
Picture of Omar Garcia from Secure Plus Financial helping a client in the trucking industry with tax savings

Tax Reduction Solutions for Professional Services Firms

  1. Let’s Chat: No pressure, just a friendly conversation to see where you’re at with your tax situation.
  2. We’ll Make a Plan: Tailored just for you, like a finely fitted suit, but for your finances.
  3. Watch the Magic Happen: We’ll implement the plan, transforming your taxes into opportunities.

Struggling with Financial Optimization?

Unlock tailored tax reduction strategies for agencies, professional services, and consulting firms. Empower growth and compliance today.

Testimonials From Our Clients

Overall excellent service! I have been coming here for all my financial needs for years and the staff is always friendly and attentive. They really aim to care for your individual needs at an affordable price. Omar is the absolute best!!! He always greets me with a smile and makes sure to go above and beyond to ensure I am understanding everything clearly.
Lexa Cepeda
Excellent person and financial advisor, very professional in his work. 5 years ago I decided to change with him and it was the best decision, he has the appropriate answer to every question I have and he explains everything step by step.
Karina De Bohorquez
I have been a client of Secure Plus for a few years now and love working with them. They are extremely knowledgeable, helpful, and have great intentions in bettering your business. I always recommend Secure Plus to family and friends for taxes or anyone who’s interested in extending their business. Omar has been a huge help to my business. Genuinely, I wouldn’t get this far if it wasn’t for his guidance.
Itzel Garcia
Copyright © 2023 Secure Plus Financial