DescSecured Financials’ tax process is designed to be simple and transparent:

1. Schedule a tax interview. You’ll meet for 15 minutes to confirm the scope of work and pricing

2. Access the client portal. Use your secure portal to pay your invoice, upload documents, and stay in contact

3. Complete the tax questionnaire and upload documents. This ensures your preparer has everything they need

4. Review your tax summary video and sign. Within 3–5 business days, Secured Financials sends a video review of your return; you approve it in the portal and receive a final copy

This structured process allows the team to deliver accurate, timely filings while keeping you informed every step of the way.

The IRS recommends keeping all documents and tax forms in one place so you can prepare an accurate return and claim deductions or credits

Key items include:

• Personal information: Social Security numbers or ITINs, bank account and routing numbers, your prior year’s adjusted gross income and refund amount.

• Income statements: Forms W‑2, 1099‑K, 1099‑NEC, 1099‑INT, 1099‑DIV, 1099‑MISC and other information returns that report wages, contract work, interest, dividends or retirement distributions

• Receipts and records: Proof of deductible expenses such as childcare costs, mortgage interest, charitable donations, health‑care expenses, retirement contributions and education costs

• Self‑employment records: Statements from banks or payment processors, mileage logs, receipts for travel or office expenses, estimated tax payments and other business income/expense records

Having these items ready makes your tax appointment smoother and helps ensure you don’t miss deductions.

Secured Financials’ virtual assistant services support busy entrepreneurs so you can focus on serving your clients.

Tasks include:

• Basic administrative duties and task management.

• Email management and scheduling.

• Creating and updating project workflows and keeping your CRM up to date.

• Document preparation and light social‑media services

Virtual assistant support starts at $20 per hour, making it an affordable way to delegate routine tasks without hiring a full‑time staff member.

We have a solution! Our 3-Session QuickBooks Training ($1,497) helps you take control of your finances with confidence.

We guide you step-by-step through:

• Custom setup and chart-of-accounts organization

• Proper transaction categorization and reconciliation

• Automations that save hours of manual work

• Audit-proofing and reporting best practices

Each session is taught 1:1 by a certified professional, followed by 30 days of support to make sure you’re comfortable.

Result: You leave empowered to manage daily finances accurately — and still have our team for higher-level strategy when needed.

Building business credit separates your personal and business finances, protects your personal score, and increases your ability to secure funding, vendor terms, and equipment financing.

At Secured Financials, our $997 program walks you through:

• Setting up your business profile correctly (EIN, D-U-N-S, vendor accounts)

• Establishing Tier 1–4 vendor relationships

• Creating a funding-ready credit profile

Outcome: A stronger business credit foundation that opens doors to better terms, scaling opportunities, and future financing.

We take a 360° approach — combining bookkeeping, tax planning, and advisory oversight.

You’ll receive reminders before deadlines, monthly reports, and ongoing check-ins with your assigned specialist.

Our system ensures every client stays compliant while continuously identifying savings and efficiencies.