Reliable, accurate, and strategic tax solutions for individuals, families, and businesses.
At Gold Shield Tax & Insurance, we simplify the tax process while maximizing your financial benefits. Whether you’re navigating personal taxes, small business filings, or long-term tax planning, our expertise ensures compliant, optimized results year-round.
With partnerships and virtual service options, we support clients in New York, Florida, and beyond.
Accurate tax filing with a strategic approach to deductions and credits that fit your unique financial situation.
Tailored tax solutions for entrepreneurs, freelancers, and business owners to keep operations compliant and profitable.
Proactive tax planning that protects your income and strategically builds long-term wealth.
Expert guidance to resolve tax issues quickly and professionally.
Accurate financial reporting to streamline your tax filings and business decisions.
Founded by former NYPD Detective and Navy veteran Jacqueline Pelzer, MBA, built on service, integrity, and trust.
We uniquely understand how taxes and insurance work together—giving you a complete financial perspective.
Serving the NYC Metro Area and Brevard County, FL, with collaborative partnerships and virtual tax services for clients nationwide.
Free reviews with clear explanations—no obligation to file.
We don’t use “one-size-fits-all” templates. Your tax plan is tailored to your goals, income, and financial picture.
We’re here beyond tax season—whenever you need guidance or planning.
We provide workshops, webinars, and one-on-one guidance to empower informed financial decisions.
Military income rules, deductions, and benefit coordination.
Social Security taxation, RMD planning, and retirement distribution tax optimization.
Entity selection, expense planning, payroll tax guidance, and year-round advisory.
Tax credit maximization and benefits-based tax strategies.
Child tax credits, education planning, household financial strategy, and legacy considerations.
Integrated Tax & Financial Strategies
Unique to Gold Shield Tax & Insurance, our holistic approach helps you make the most advantageous financial decisions, including:
Comprehensive insurance solutions from 26+ carriers – Life, health, Medicare, disability, and business coverage all under one roof.
Or email us directly: info@goldshieldtax.com
✓ 26+ insurance carriers ✓ No obligation ✓ Veteran-owned & operated