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    The Tax Organization

    5.0 (1 review)
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    Services - The Tax Organization

    Bookkeepers

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - The Tax Organization

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    5 months ago

    Great and fast service and also the best quote i got from many. I found my forever accountant.

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    Secure Plus Financial

    Secure Plus Financial

    1.0
    (1 review)

    BUYER BEWARE: My company paid $24,500.00 to Secure Plus…read moreFinancial for their offered CFO package costing $4,250 per month for services that were never rendered from the inception date to our last payment. The only services provided, and even that was not to satisfaction ( was charged an additional $6,000), was the preparation and filing of our taxes. Based on this $4,250/month agreement, I was promised 12 services of which the following 10 never happened constituting a breach and failure to perform: 1. Bank Reconciliations & Month End Closed 2. Expense Tracking 3. Ongoing Meeting Cadences 4. 12-Month Forecasting 5. Cash Flow Management 6. Planning To Revenue Gross Profit Net Profit Net Worth 7. Core Tax Planning & Implementation nothing 8. Quarterly Estimated Payments 9. Quarterly 1on1 Review Tax Position 10. SBA EIDL funding (was charged an additional $1,500) Secure Plus Financials claim to care for their clients by following through to get the job done proved to be laughable (for them). We are now crying as they have now cost us and additional $40,000 in penalties and fees due to the IRS for not finishing the job. If you have a credible complaint, I suggest that you contact the appropriate authorities as I did to seek some form of justice: * The Texas State Attorney General * The Texas Secretary of State * The Better Business Bureau * File IRS Form 14157 (Comp0laint against Tax Preparer)

    From the owner: We work alongside clients to implement tax planning, bookkeeping, tax preparation, CFO services,…read morepayroll, insurance, retirement planning, investment, and financial planning.

    The Tax Organization - taxservices - Updated July 2026

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