Your Trusted Financial Experts

Your Trusted Financial Experts

MEET MAGGIE

Are you tired of overpaying on your taxes year after year? It’s time to break the cycle and start maximizing your savings with the expertise of Maggie Montague, the tax-saving extraordinaire. With over 10 years of experience and a deep mastery of the tax code, Maggie has helped countless clients slash their tax bills by tens of thousands of dollars annually.

Maggie’s secret lies in her relentless drive to uncover every legal loophole and opportunity the tax code has to offer. Her strategies are like a masterful symphony, expertly orchestrating deductions, credits, and savings to keep more of your hard-earned money where it belongs – in your pocket. But Maggie doesn’t just crunch numbers; she takes the time to truly understand your unique financial situation and goals, crafting personalized solutions that perfectly align with your needs.

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

MEET Shanon

Shanon Bowen is a seasoned education professional turned tax service extraordinaire. With over 18 years of experience in the field of education and a deep passion for helping others succeed, Shanon has now set her sights on delivering exceptional tax services to individuals and businesses alike.

Shanon's secret lies in her unwavering commitment to excellence and her unparalleled attention to detail. Her profound knowledge of tax laws and regulations, combined with her natural ability to break down complex concepts, makes her a trusted and reliable resource for all your tax needs. Whether you’re an individual or a business owner, Shanon’s personalized approach ensures that your unique requirements are met with superior satisfaction.

Areas of Expertise: Short-Term/Long-Term Rentals, Turo and Partnerships.

MEET Genesis

Introducing Genesis Zschocher, the dynamic tax professional with a wealth of experience and an insatiable passion for learning. With over four years of expertise in the field, Genesis has developed an unparalleled mastery of the intricate tax code, guiding countless clients through the complex labyrinth of taxes with remarkable ease.

What sets Genesis apart is her unwavering commitment to ongoing education and professional development. Currently pursuing a Bachelor's degree in Business Management with a minor in Finance at St. Leo University, she remains steadfastly dedicated to staying ahead of the curve, consistently updating her knowledge to align with the latest tax laws and regulations.

Areas of Expertise: Educator Taxes, Gig-Workers and se habla español.

MEET SADIA 

Sadia Zaman, originally from the UK and NYC, now resides in Tampa, Florida. She began her journey with a legal education but later transitioned to the fitness industry, where her passion for human connection led her to a career in social work. Now a Psychotherapist and Mental Health Consultant with her own private practice, Sadia discovered a love for financial storytelling while working at a small nonprofit. This unexpected interest grew into a valuable skill she now integrates into her work, helping clients navigate the often intimidating world of finances.

Sadia brings a compassionate, educational approach to tax preparation, understanding the emotional challenges that can arise around taxes. Through thorough, timely, and transparent service, she empowers clients to feel confident and prepared for future tax seasons. With Sadia, you can trust that your tax responsibilities are handled with care and precision, leaving you stress-free and ready to focus on what matters most.

Areas of Expertise: Healthcare, Group Practice and Private Practice.

MEET Jecoliah ‘cola’

 

Jecoliah ’Cola’ brings over 20 years of accounting and finance experience, paired with a Bachelor’s degree in Management and certifications as a QuickBooks ProAdvisor and Payroll Specialist. Her expertise in managing complex financial needs is complemented by a passion for precision and a deep commitment to helping others achieve clarity and success in their financial goals.

Jecoliah ‘ Cola’ understands the unique challenges entrepreneurs face. She uses her dedication to financial organization and data-driven strategies to empower clients with informed decision-making and year-round financial confidence. A natural problem-solver and compassionate advisor, she is committed to delivering a stress-free, personalized experience, so clients can focus on what they do best.

Areas of Expertise: Small Businesses, Record Restructuring, and Non-Profits.

MEET Angela 

Angela is a dedicated bookkeeping professional with over 13 years of experience in accounting. She has managed budgets, travel expenses, and student fee funds exceeding $2 million. After relocating to Florida, Angela discovered a passion for supporting small businesses through bookkeeping. She specializes in managing cash flow, organizing expenses, and ensuring tax compliance, helping business owners focus on growth. Angela finds it incredibly rewarding to contribute to the financial stability and success of businesses, particularly those starting from the ground up.

Areas of Expertise: Small Businesses

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.

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

— Secured Financials

Our Most Requested Resources

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.

“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

“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

"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

“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

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!

BUSINESS FUNDING WORKBOOK

  • Business owners who are struggling to get traditional funding for their business.

    • 10 Lenders

    • Funding Requirements

    • Application Links

    • Business Funding Tracker

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.

follow our insta journey

Navigating taxes can be complex, time-consuming, and frankly, a little overwhelming. At Secured Financials, we handle the details so you can focus on growth and peace of mind. Here are five key reasons a tax preparer can make a difference for your bu
At Secured Financials, we believe tax season can be something to celebrate—not stress over. Our experienced team is here to offer personalized, expert support that lets you focus on what matters most while we handle the details. We’re com
Meet Jecoliah, a seasoned finance expert at Secured Financials! 👋👩‍💼 Jecoliah brings over 20 years of experience in accounting and finance to our team, and she’s no stranger to helping business owners thrive. With a Bachelor’s deg
Getting an early start on tax prep isn’t just smart—it’s a game-changer. At Secured Financials, we encourage clients to start now so we can dive deep into your financials, uncover potential deductions, and make sure you’re max
Starting your tax preparation early can make a big difference for your bottom line. At Secured Financials, we work with clients to begin the process as soon as possible so you don’t miss out on valuable deductions and credits that could save yo

Subscribe to our newsletter

No matter what your financial needs are, we can help. Subscribe to our email list to learn more about our bookkeeping, advisory and tax preparation services.