AND WE CAN HELP.
Our tax plans will stop that from happening
Taxable Burden on a Yearly Basis?
Are you properly insured?
If you are currently insured,
are you paying the best rates with
with the best benefits?
What Is Our Mission?
You Are Our Mission
At Gold Shield Tax & Insurance, we empower individuals and businesses to achieve financial success by minimizing their tax burden through strategic and personalized planning. We also specialize in comprehensive financial protection services, including term and whole life insurance, final expense coverage, Medicare plans, ACA health insurance, annuities, and ancillary products (i.e., vision, dental, hearing, and prescription drug plans).
With Gold Shield Tax & Insurance, you’re not just a client — you’re a partner. Let us help you build a secure, prosperous future with confidence and peace of mind.
Jacqueline Pelzer, MBA
Founding Member
Our Services
WHAT WE BRING TO YOU
Discover financial success with Gold Shield Tax & Insurance. Our visionary strategists provide personalized and proactive planning, empowering you to make informed financial decisions.
Accurate, affordable, and stress-free tax filing for individuals and small businesses. We also help you plan ahead to minimize taxes year-round.
Don’t go at it alone! We’re your ally and representative in an IRS audit. Let our team of tax relief experts help you find the light at the end of the tunnel.
Through personalized and comprehensive financial advisory collaborations, we empower individuals to make informed decisions about investing, life insurance, retirement planning, and overall financial health.
We specialize in helping clients choose the right business entity and navigate the complexities of business structures. With our expertise in tax laws, we maximize tax advantages while maintaining legal compliance.
As independent brokers, we shop multiple carriers to find the right life, health, disability, and annuity plans that protect what matters most to you.
Turning 65 or already enrolled? We help you understand your options and compare plans to get the coverage that fits your health and budget needs.
We help families prepare for the future with life insurance policies that cover funeral costs, debts, and income replacement — so your loved ones aren’t left unprotected.
We help individuals and families enroll in affordable health plans, including ACA Marketplace coverage and supplemental options such as dental, vision, and hospital indemnity plans.
Looking to grow in tax preparation? We train and support new tax professionals under our service bureau model — launch your own tax business with our guidance.
Make an Appointment
Please fill out the contact form and let us know how we can be of service.