About Us

At Gold Shield Tax & Insurance LLC, we empower individuals and businesses to achieve financial success by minimizing their tax burden through strategic, personalized planning. Our mission is to help you legally pay the least amount of taxes possible—freeing you to focus on what matters most: your business, your family, and your life.

We go beyond tax preparation. As your trusted financial partner, we eliminate the stress of tax season and IRS worries by providing expert, proactive strategies tailored to your unique goals.

In addition to tax strategy, we specialize in comprehensive financial protection services, including term and whole life insurance, final expense coverage, Medicare plans, ACA health insurance, annuities, and ancillary products like vision, dental, hearing, and prescription drug plans.

With Gold Shield Tax & Insurance LLC, 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.

Our Mission

At Gold Shield Tax & Insurance LLC, our mission is to empower individuals and businesses to achieve lasting financial success through expert tax planning and comprehensive insurance solutions. We are dedicated to minimizing tax liabilities within the bounds of the law, eliminating the stress of tax obligations, and enabling our clients to focus on what matters most—their families, businesses, and personal goals.

In addition to strategic tax services, we offer a full suite of insurance products, including term and whole life insurance, final expense coverage, Medicare plans, ACA health insurance, annuities, and ancillary products such as vision, dental, hearing, and prescription drug plans. These services are designed to provide protection, peace of mind, and financial stability at every stage of life.

As your trusted financial partner, we are committed to leveraging our deep expertise in both taxation and insurance to ensure you keep more of your hard-earned money while safeguarding your future. At Gold Shield Tax & Insurance LLC, your success is our success—and we are invested in helping you win. Our services

“Your financial success is our driving force. At Gold Shield Tax & Insurance LLC, we are committed to empowering you to minimize your tax burden and maximize your prosperity through proper financial planning and insurance protection. Together, let’s rewrite the narrative of taxes and insurance so that we can create a future where you can thrive without the weight of excessive tax bills and insecure finances.”

Jacqueline Pelzer

Founder & CEO

Our Advantages

50 States

We serve all 50 states plus U.S. citizens living abroad

Support

6 days of the week open for business

24 Hour Access

We provide 24 hour access to documents

Schedule a time to meet with us

Ready for that appointment?

    Contact Us

    Office:
    914-501-6341

    Locations:
    Brevard County, FL

    New York City Metropolitan area

    Virtual nationwide office

    Email:

    info@goldshieldtax.com