Tax-Secure Wealth

Brooklyn, New York, USA
2 Total Employees
Year Founded: 2020

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Tax-Secure Wealth (est. 2020/NYC) is fully remote, providing accounting and tax services to businesses and individuals.
Tax-Secure Wealth is a tax practice, focusing on tax: consulting, planning, and filing; cryptocurrency, and bookkeeping. We offer prospective clients a free initial consultation to learn about their financial circumstances, and how we can help them save money at tax time, so they can grow their businesses further. Everything is fully remote: employees' workplaces, meetings with clients, and in how they're able to upload documents to our client portal. We're all about being innovative, streamlined, proactive, and on-point, so clients can be contentedly tax-compliant!

Tax-Secure Wealth Offices

Remote Workspace

Employees work remotely.

Tax-Secure Wealth, based in NYC, provides tax services. Working 100% remotely, our employees are self-directed, reliable, punctual, and professional.

Typical time on-site: None
Brooklyn, New York, USA

Technology We Use

Microsoft Azure
Microsoft Azure
SERVICES
MS Teams/SharePoint
MS Teams/SharePoint
SERVICES
Google Analytics
Google Analytics
ANALYTICS
TaxDome
TaxDome
PROJECT MANAGEMENT
MS Teams/SharePoint
MS Teams/SharePoint
PROJECT MANAGEMENT
DocuSign
DocuSign
CRM
Wordpress
Wordpress
CMS
Outlook
Outlook
EMAIL
TaxDome
TaxDome
CRM
Thumbtack
Thumbtack
LEAD GEN
Microsoft Teams
Microsoft Teams
COLLABORATION
Zoom
Zoom
COLLABORATION