Clarity. Confidence. Control.

Modern support for service-based businesses.

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Why “Secured Financials”? Because the Details Matter.

About Secured Financials

Secured Financials was born when our founder, Maggie Montague, saw too many small to medium sized businesses overpaying taxes and guessing at their numbers. Word spread fast because of her clear, compassionate approach. Soon she couldn’t keep up, so she stepped into a CEO role and built a team of specialists to serve more people.

Today, you benefit from the collective experience of tax planners, bookkeepers, educators, client success pros and now a certified virtual assistant & notary who understand the unique challenges of service‑based businesses.

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Meet the Team

  • Margaret "Maggie" Montague

    Founder & CEO | Tax Strategist

    Areas of Expertise: Single-Member LLCs, S-Corporations, Tax Planning


    Fun Fact: Maggie loves transforming complex tax challenges into “aha” moments that bring clients peace of mind.

    “When your finances make sense, your business finally has space to grow.”

  • Shanon Bowen

    Tax Specialist & Educator

    Areas of Expertise: Short-Term & Long-Term Rentals, Turo Hosts, Partnerships


    Fun Fact: Shanon calls herself a “financial teacher at heart” — she believes every client deserves to understand what’s happening with their money.

    “The goal isn’t just to file — it’s to help you understand and grow.”

  • Angela

    Bookkeeping Specialist

    Areas of Expertise: Small Business Bookkeeping, Expense Organization, Cash Flow Management


    Fun Fact: Angela’s favorite part of bookkeeping is seeing her clients finally relax when they realize everything is balanced — and they can focus on growth again.

    “I love giving business owners the clarity they need to dream bigger.”

  • Sadia Zaman

    Tax Specialist | Mental Health & Financial Wellness

    Areas of Expertise: Healthcare, Group Practice, Private Practice


    Fun Fact: Sadia believes that “financial clarity is self-care” — and models that belief in every client interaction.

    “Your business deserves the same care and compassion you give your clients.”

“We exist to give service‑based entrepreneurs clarity, control, and confidence with their finances. Your business should fund your freedom, not keep you up at night. We’re here to make sure it does.”

Ready to Simplify Your Finances?

You deserve clarity, confidence, and control in your business finances.

Let’s build a strategy that brings peace — not pressure.

Book a Free Discovery Call