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The services that protect your business, strengthen your foundation, and keep you compliant without confusion.
Securable Services is where structure meets execution. You do not need another scattered list of tasks or a confusing checklist.
You need a partner who understands compliance, operations, documentation, and implementation, and knows how to get it done correctly the first time.
Everything we offer is built to remove risk, eliminate guesswork, and give you a clear, confident path forward.
Whether you need filings, operations support, notary services, business startup assistance, payroll setup, or an operations audit, you will find exactly what you need here.
This is the place where your paperwork gets handled, your systems get organized, and your business becomes secure, strong, and structured.
↓ Here's how we can work together:
Tax Services
IRS Audit Representation
Tax Planning & Advisory
Notary Services
Bookkeeping Services
Payroll Services
Operations Services
Business Development Services
Individual Tax Prep
Because the IRS doesn’t accept mistakes as an excuse. Most self-employed professionals and high-earning individuals don’t realize they’re leaving money on the table, or worse, setting themselves up for penalties.
When you file with us, you don’t just get a return submitted. You get an expert who has reviewed your income streams, identified risks, and built a tax position that supports your financial future.
Deliverables:
Audit: Review of prior returns + every income source to identify risks and missed opportunities.
Shield: Deduction strategy and compliance safeguards tailored to your situation.
Compound: Next-year planning so you know how today’s filing impacts tomorrow’s goals.
Investment: $275
This is For You If…
You have multiple sources of income (W-2, 1099, rental, or investment). You’ve been overpaying but don’t know why. You want to be proactive, not reactive, with the IRS.
Individual Tax Preperation with Qualifying Dependent
When you have dependents, your tax situation gets more complex, but also more strategic.
This service ensures your return is prepared accurately, maximizing every eligible credit and deduction tied to your dependent while keeping you fully compliant.
We’ll review your income, deductions, childcare expenses, and any additional qualifying credits to ensure your return is filed correctly and efficiently.
You’ll also receive expert insight into how to plan smarter for next year, so your household can keep more of what you earn.
What’s Included:
Federal and one state return preparation
Dependent credit and deduction review
Earned Income Credit and Child Tax Credit eligibility assessment
Secure document upload and digital filing
Email confirmation once accepted by the IRS R
This service is ideal for individuals with one or more qualifying dependents who want peace of mind, accuracy, and a professional ensuring their return is handled correctly the first time.
Ready to file?
Book Your Tax Preparation Session
and let’s get your return submitted with confidence.
Investement: $500
Business Tax Prep
Your business return is not just paperwork, it’s strategy.
Too many owners treat business tax prep like a formality. In reality, it’s the difference between building wealth and bleeding profit.
We don’t just file your return: we align it with your entity structure, payroll, and bookkeeping so that every line item is strengthening your long-term position.
Deliverables:
Audit: Pre-filing reconciliation of your books to ensure accuracy.
Structure: Entity-specific preparation that maximizes your tax advantages.
Shield: Risk minimization and audit readiness so your return stands under review.
Compound: Growth-focused planning for next year’s return.
Investment: $1,250
This is For You If…
You’re scaling and need to ensure compliance supports growth.
You don’t trust DIY software to get it right. You want to stop guessing and start planning around real numbers.
IRS Audit Representation
When the IRS shows up, who’s standing between you and them?
Here’s the truth: many businesses get audited not because they did something wrong, but because the IRS is tightening rules every year. The question isn’t if you’ll ever hear from them, it’s when. When that day comes, we step in as your shield.
Deliverables:
Full preparation and review of all required records.
Direct correspondence and representation with the IRS, so you don’t have to.
Strategy and negotiation to minimize penalties.
Post-audit compliance plan so the issue doesn’t repeat.
Flat Fee: $1,500
For You If…
You’ve received an IRS letter or notice.
You want a professional buffer between you and the IRS. You value peace of mind knowing you’re represented by someone who understands the system.
Tax Planning & Advisory
Wealth isn’t built once a year; it’s built all year long. Most business owners only think about taxes during filing season. That’s why they overpay, miss opportunities, or end up scrambling at the last minute. True wealth-building requires foresight, planning ahead, adjusting strategies, and staying compliant every single month.
At Securable Tax Service, we don’t wait until April. We offer standalone tax planning consultations outside of tax season, along with ongoing advisory retainers for clients who want continuous, proactive support.
Why This Matters. The IRS doesn’t care if you were “too busy” to plan. Penalties, overpayments, and stress are what happen when you only think about taxes once a year.
With Securable’s Tax Planning & Advisory, you get ahead of the curve, minimizing risk, maximizing savings, and building wealth with intention.
Deliverables:
Review of current income streams and deductions
Entity + filing strategy recommendations
Estimated tax payment plan (so you avoid penalties)
Guidance for upcoming changes (new entity, new state, major investments, etc.)
90-day written action checklist
Investment: $500 (90-minute session + written plan). This is a One-Time Tax Planning Consult. When you know you need guidance but aren’t ready for a full retainer.
Monthly Advisory Retainer
Because your income doesn’t wait until tax season, and neither should your planning.
Deliverables:
Monthly financial review + 45-minute call
Bookkeeping + payroll alignment check
Real-time deduction + tax strategy adjustments
Quarterly estimated tax calculation and reminders
Priority access for questions + support
Investment: $750/month
Best For: Entrepreneurs and business owners with fluctuating or high income who want year-round support.
Quarterly Advisory Retainer
This is for stable businesses that want proactive support quarterly.
Deliverables:
Quarterly 90-minute planning session
Updated tax strategy + compliance review
Bookkeeping + payroll review for alignment
Written quarterly action plan
Guidance on reinvestment and growth strategies
Investment: $1,500/quarter
This is Best For: Established businesses that prefer structured quarterly reviews without a monthly commitment.
Bookkeeping Services
The Wealth Code Bookkeeping Set Up
Because wealth starts with structure.
Before your business can scale or sustain profit, your numbers need to tell the truth. The Wealth Code Bookkeeping Setup is where we build that foundation , transforming messy data and scattered accounts into a clean, compliant, wealth-building system.
This is where clarity begins.
We install your bookkeeping software, organize your chart of accounts, connect your banks and payment processors, and reconcile your history so you know exactly where your money is, how it moves, and what it’s doing for you.
Deliverables for the Setup & Alignment Phase:
Review and cleanup of prior bookkeeping (QuickBooks, Xero, or other platform)
Chart of accounts customization specific to your entity and industry
Bank, credit-card, and payment-processor integration
Historical reconciliation of up to 12 months of transactions
Expense categorization aligned with IRS compliance rules
Setup of recurring income and expense tracking
Tax-ready reporting configuration
Owner dashboard with cash-flow, profit/loss, and tax-reserve visibility
30-day review to ensure accuracy and full system functionality
Best For:
Businesses transitioning from spreadsheets to professional bookkeeping software.
Entrepreneurs preparing to enroll in one of Securable’s Bookkeeping Suites.
Owners who want clean books before tax filing or payroll setup.
Any business that is ready to eliminate confusion and gain financial control.
Once your books are aligned with the Wealth Code, every other move, taxes, payroll, and strategy becomes easier, faster, and more profitable. Let’s build the system your wealth deserves.
Investment: $1,500
(Setup + 30-Day System Review)
Bookkeeping Retainer Services
Clean books are not optional; they’re the foundation of your wealth code. Without disciplined bookkeeping, your numbers lie. And when your numbers lie, you overpay, overspend, and lose clarity. Our three bookkeeping suites are designed for every stage of business growth.
Foundation Suite
For businesses ready to stop guessing and start growing with clarity. This service helps you get your books in order, eliminate last-minute chaos at tax time, and finally understand your numbers so you can make confident, strategic decisions as you scale.
Deliverables:
Monthly reconciliations of accounts
Expense categorization tied to compliance rules
Tax-ready financial statements every month
Quarterly check-in to keep you on track
Investment: $250 per month
Growth Suite
For businesses ready to move beyond basic bookkeeping and make data-driven decisions. This bookkeeping suite delivers accurate financial reports, strategic insight, and the clarity you need to trust your numbers, manage growth confidently, and plan for what's next.
Deliverables:
Everything in Foundation Suite
Accrual adjustments for accurate profit/loss
Quarterly performance strategy reviews
Budget vs. actual analysis
Sales tax tracking and coordination
Investment: $550 per month
Command Suite
For enterprises that need complete financial control and executive-level insight. This suite provides advanced reporting, multi-entity oversight, and strategic financial intelligence, giving you the clarity, precision, and decision support of a full CFO without the overhead.
Deliverables:
Everything in Growth Suite
Payroll integration and reconciliation
Monthly managerial reporting with KPIs
Department/class-level tracking
Quarterly wealth strategy sessions
Investment: $1200 per month
Payroll Services
Because payroll mistakes can cost you more than money.
Incorrect payroll setup leads to tax penalties, unhappy staff, and compliance nightmares. We design payroll that runs correctly from the start, then manage it so you never worry about deadlines or errors.
Payroll Set Up (The Build)
We install payroll from the ground up, so your first paycheck is correct and compliant.
Deliverables:
Payroll provider setup + account registrations
Worker classification guidance
Pay schedule design
First payroll run completed with us
Compliance calendar + owner’s guide
Investment: $1500
Payroll Management Retainer Services (The Continuum)
The Essentials
Deliverables:
Monthly payroll processing
Quarterly filings + annual W-2/1099 prep
Secure payroll records and archiving
Investment: $350/month
Advanced
Deliverables:
Everything in Essentials
Multi-state compliance
Benefits + deductions management
Custom payroll reports
Annual payroll planning session
Investment: $500/month
Business Foundations
Business Start Up Intensive
Because wealth starts with structure.
Start your business right, or pay to fix it later.
One focused day where we don’t just file your business taxes, we build your launchpad. You leave with compliance, systems, and a roadmap in place.
Deliverables
Entity + EIN setup
Business banking + bookkeeping software
Owner pay + estimated tax plan
Payroll readiness plan
Compliance checklist + starter policies
Custom 90-day roadmap
Investment: $1,500
Business Plan Consultation
A plan that lenders respect, and you can actually use. This isn’t a 20-page template. It’s a strategic plan with numbers and milestones that align with your goals and attract capital.
Deliverables:
Financial projections with clear assumptions
Market and competitor analysis
Operational roadmap with staffing + systems
Concise, fund-ready written plan
Investment $497
Operations Audit
Your business cannot scale on broken systems.
The Operations Audit is how we uncover inefficiencies, risks, and leaks that quietly drain your business. It’s not about software, it’s about strategy.
Phase 1 The Audit
For business owners ready to see exactly where their operations are breaking down. We map your processes, test your compliance, and deliver a detailed roadmap that pinpoints where you’re losing money and time, so you can fix inefficiencies, restore control, and scale with confidence.
Deliverables:
Workflow + gap analysis
Review of CRM, payroll, and bookkeeping systems
Compliance + documentation check
Reporting dashboard outline
Written roadmap with quick wins and staged rollouts
Investment: $2500
Phase Two: Implementation
For business owners who want the problems solved, not just identified. Once we uncover what’s broken, we handle the full rebuild, implementing systems, automations, and structure so you can focus on growth while we handle the heavy lifting.
Deliverables:
Installation of new systems + workflows
Payroll + bookkeeping optimization
Reporting dashboards built to spec
Compliance protocols + staff training
Investment: $3500
Notary Services
When signatures matter, precision matters more.
Legal documents carry weight ,and one mistake can nullify an agreement. Our notary services ensure your documents are executed correctly and professionally.
Investment: $10
Deliverables
Verification of signer identities
Proper notarization of contracts, affidavits, and legal forms
Secure handling and compliance assurance
In-office appointments for convenience
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