Your Trusted Financial Experts

MEET MAGGIE

Margaret "Maggie" Montague is a highly experienced accounting and tax professional with a proven track record of success. With her specialization in powerful tax planning techniques, she has saved her clients tens of thousands of dollars each year.

Further, she has a deep understanding of the tax code and uses her knowledge to identify opportunities for her clients to save money. Her strategies are effective, and her clients consistently see significant returns on their investments.

She is passionate about helping her clients achieve their financial goals and takes the time to understand their needs. Her commitment to her clients is evident in the exceptional service she provides.

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MEET Shanon

Shanon Bowen is a seasoned education professional with 18 years of experience in the field. Her passion for teaching and commitment to student success has earned her numerous accolades and recognitions throughout her career. However, Shanon's expertise extends beyond the classroom as she is also a dedicated tax professional.

As a tax service provider, Shanon is committed to delivering exceptional services to her clients. She understands that navigating the complex world of taxes can be overwhelming, which is why she goes above and beyond to ensure her clients' needs are met with superior satisfaction. Shanon's attention to detail and proficiency in tax laws and regulations make her a trusted and reliable resource for individuals and businesses alike.

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MEET Genesis

Genesis Zschocher is a dynamic tax professional with a wealth of experience and a passion for learning. With over four years of experience in the field, Genesis has developed a deep understanding of the tax code and has helped countless clients navigate the complex world of taxes.

Currently pursuing a Bachelor's degree in Business Management with a minor in Finance at St. Leo University, Genesis is committed to ongoing learning and professional development. She is dedicated to staying up-to-date on the latest tax laws and regulations, and uses her knowledge to provide her clients with the best possible service. She believes that building a relationship of trust is key to her success, and looks forward to working with you to help you achieve your financial goals.

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MEET Nikayla

Nikayla Bennett is a driven and knowledgeable tax professional with a solid educational background. Her commitment to excellence and a keen eye for detail make her an excellent fit as your tax professional. Additionally, her experience as a business owner allows her to comprehend your specific concerns and inquiries, enabling her to guide you through the tax process effortlessly.

Like all our tax professionals, she is dedicated to staying up-to-date on the latest tax laws and regulations, and uses her knowledge to provide her clients with the best possible service. She believes that building a relationship of trust is key to her success, and looks forward to working with you to help you achieve your financial goals.

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Services We Provide

Secured Financials is a small business accounting firm that specializes in helping business owners earn and keep more money by way of bookkeeping, advisory and tax preparation services. Our team is comprised of certified bookkeepers, tax professionals, and financial coaches with decades of combined accounting expertise. Additionally, we use the most up-to-date accounting software including QuickBooks, Wave and Xero for our small business accounting procedures.

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STILL NOT SURE WHAT SERVICE YOU NEED? TAKE OUR “SUGGESTED SERVICE QUIZ”

With secured financials, you can finally take accounting and bookkeeping off your to-do list.

— Secured Financials

Our Most Requested Resources

10 most commonly missed deductions

Download our freebie "10 most commonly missed deductions" to learn about the top 10 deductions you may be able to claim on your taxes.

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“Maggie is amazing! She handles my personal and business taxes and my business bookkeeping she is very professional and knows her job well!” - Tamika Davis

"Amazing! Knowledgeable and a great communicator. After having shady tax preparers in the past, Maggie is a breath of fresh air! I appreciate her thoroughness!" - Dawn Florence

“Great experience. Will definitely be using next year!” -Sascha Cherry

Shop Our Featured courses and Products

Bookkeeping basics webinar

- Thinking about starting their own business
- Currently running a small business
- Interested in learning more about how businesses are taxed
- Business Entity Types
- Establishing Business Credibility
- How your business is taxed
- How to setup and review your books
- Tax deductions to look out for

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tax withholding (w-4) Interactive workshop

- Unfamiliar with the W-4 form
- Have changed their filing status
- Have had a life event (marriage, divorce, the birth of a child, etc.) that has changed their tax situation
- Are unsure of how many allowances to claim
The basics of the W-4 form and how your withholding affects your take-home pay. You will also learn about the different allowances that you can claim and how they impact your taxes. By the end of this workshop, you will be able to fill out your own W-4 form with confidence!

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BUSINESS FUNDING WORKBOOK

Business owners who are struggling to get traditional funding for their business.
- 10 Lenders
- Funding Requirements
- Application Links
- Business Funding Tracker

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Listen up on Spotify.

Maggie Montague discusses how you can cut your most costly expenditure as a company owner - taxes! Legally, ethically, and in accordance with the rules on the Secure Your Finances Podcast.

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