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FAQs
What services does Secured Financials offer?
We provide year-round bookkeeping, tax preparation, tax planning, and financial education for service-based entrepreneurs—especially therapists, beauty professionals, and small business owners who want clarity and confidence with their numbers.
Do you work with businesses in all states?
Yes. Secured Financials operates virtually and serves clients nationwide. No matter where you’re located, you can securely upload documents, meet with our team, and receive ongoing support.
How do I know which service I need?
If you’re behind, overwhelmed, or unsure where to start, begin with a Discovery Call. We’ll review your situation, identify gaps, and give you a clear next step—no guesswork required.
What documents do I need for tax preparation?
Once you become a client, you’ll receive a personalized document checklist. In general, we need income forms (1099s, W-2s), business income and expenses, prior-year returns, receipts, and bookkeeping records if you have them.
Do you help with cleanup work?
Absolutely. Whether you’re a few months behind or a few years behind, our team specializes in restoring order and accuracy to your books so you can move forward with confidence.
How quickly can I get started?
You can start right away. Submit the contact form above to book a Discovery Call, and we’ll help you take the next step toward organized finances and a profitable business.