We Provide Best Accounting & Financial Service For You

Saving Strategies

Secure Asset Management offers an array of money management strategies that when blended address the unique risk risk/return needs of our clients ...

Competitive Price

Secure is a financial services and insurance firm that is committed to helping clients achieve their financial goals for the benefit of themselves, their families and their businesses ...

24/7 Support

Our dedicated team is available around the clock, tirelessly working to provide you with support whenever you need it, ensuring that all your queries and concerns are addressed promptly.

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Years Of Experience
About Taxo

We Have 20 Years Of Experience In Accounting & Tax Service

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Saving Strategies
91%
Tax Planning
89%
Our Services

What Service We Offer

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Tax benefits

We coordinate your retirement accounts for maximum tax efficiency, helping you save on taxes and grow your potential returns.

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Lower fees

Rollovers to a Betterment IRA of low-cost ETFs can save on high 401(k) fees.

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Retirement planning

We build you a personalized plan, recommend how much to save, and adjust as needed.

Why Choose Us

We Provide High-Quality Accounting & Tax Service

Best Acounting Service

Providing expert financial guidance and personalized solutions for your business's accounting needs.

Business Strategy & Growth

Crafting innovative strategies to drive sustainable business growth and unlock new opportunities.

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Projects Work

Efficiently managing and executing diverse project initiatives.

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Expert Team

Highly skilled professionals delivering exceptional results.

Case Studies

Project We Have Done

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Invest the way you want

Tax Planning

Choose from our curated portfolios or build your own—all using low-cost exchange-traded funds.
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Save more in taxes

Growth Strategies

We use tax-loss harvesting to help turn market dips into tax savings In fact, Nearly 70% of customers using tax-loss harvesting covered their taxable advisory fees through estimated tax savings.
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Ongoing optimization

Bookkeeping

We monitor your investments, rebalance your portfolio, and reinvest dividends to help maximize your returns.
 
Working Hard To Earn Our Clients Trust.
Testimonials

What They Say About Secure Wave Capitals

We partnered with Secure Wave Capital during a pivotal time in our company’s growth, and their expertise in financial strategy and market trends made all the difference. They not only helped us navigate complex investment decisions but also offered personalized solutions that aligned perfectly with our long-term goals. Their commitment to transparency and innovative approach left us thoroughly impressed. I highly recommend them to anyone looking for a trustworthy and forward-thinking capital firm

    Shawn Beltran
    Shawn Beltran

    Entrepreneur

    As a startup founder, securing the right investors is crucial for success. Secure Wave Capital’s team took the time to understand our vision and offered us more than just funding – they became true partners. Their industry insight and dedication to our growth helped us scale faster than we ever imagined. With their strategic guidance and support, we’ve been able to expand our operations and attract even more interest from potential partners. If you’re serious about scaling, Secure Wave is the firm you need

      Miya Hansen
      Miya Hansen

      CEO Brand

      I can confidently say that Secure Wave Capital is a game-changer. Their tailored financial strategies and deep understanding of the global markets have been essential to our company’s success. What stands out most about Secure Wave is their ability to simplify the complexities of investment and provide actionable advice. Their professionalism and commitment to their clients make them a top choice for any business looking to thrive in today’s competitive landscape.

        Dawood Gay
        Dawood Gay

        Manager

        In the competitive world of venture capital, finding a partner who truly understands both the financial and operational sides of the equation is rare. Secure Wave Capital has been that partner for us. Their team not only delivers on capital but also brings valuable insights that help us make smarter, more informed decisions. Their proactive approach and hands-on involvement have been crucial in helping us achieve success with our portfolio companies. I can’t recommend them enough for anyone looking to drive real growth.

          Liya Pickett
          Liya Pickett

          Entrepreneur