Tax Preparation & Planning Services – Brevard County FL & NYC Metro Area and Beyond
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.
Our Complete Tax Services
️ Individual & Family Tax Preparation
Accurate tax filing with a strategic approach to deductions and credits that fit your unique financial situation.
- Federal & state tax filing
- Maximizing deductions and tax credits
- Multi-state tax expertise
- Year-round support for IRS notic
- Tax strategies for retirees, families, and high-income earners
Small Business Tax Services
Tailored tax solutions for entrepreneurs, freelancers, and business owners to keep operations compliant and profitable.
- Sole proprietorship, LLC, S-Corp, partnership, and C-Corp filings
- Quarterly estimated taxes
- Business expense optimization
- Bookkeeping & financial statement review
- Tax strategies for growth and profit retention
Tax Planning & Strategy
Proactive tax planning that protects your income and strategically builds long-term wealth.
- Year-round strategic tax planning
- Income-shifting strategies
- Retirement tax planning
- Tax implications of investments & annuities
- Customized plans for families, veterans, and business owners
IRS Problem Resolution & Representation
Expert guidance to resolve tax issues quickly and professionally.
- IRS correspondence & notice resolution
- Payment plan setup
- Penalty abatement assistance
- Offer-in-compromise guidance
- Audit representation
Bookkeeping & Accounting Support
Accurate financial reporting to streamline your tax filings and business decisions.
- Monthly or quarterly bookkeeping
- Profit & loss statements
- Financial record cleanup
- Expense tracking and categorization
- QuickBooks setup & support
Why Choose Gold Shield Tax & Insurance for Your Tax Solutions?
️Veteran-Owned & Operated
Founded by former NYPD Detective and Navy veteran Jacqueline Pelzer, MBA, built on service, integrity, and trust.
Tax & Insurance Integration
We uniquely understand how taxes and insurance work together—giving you a complete financial perspective.
Licensed in NY & FL With National Support
Serving the NYC Metro Area and Brevard County, FL, with collaborative partnerships and virtual tax services for clients nationwide.
Transparent, No-Pressure Consultations
Free reviews with clear explanations—no obligation to file.
Personalized, Strategic Approach
We don’t use “one-size-fits-all” templates. Your tax plan is tailored to your goals, income, and financial picture.
Year-Round Support
We’re here beyond tax season—whenever you need guidance or planning.
Education-Focused
We provide workshops, webinars, and one-on-one guidance to empower informed financial decisions.
Specialized Tax Solutions
Veterans & Military Families
Military income rules, deductions, and benefit coordination.
Seniors & Retirees
Social Security taxation, RMD planning, and retirement distribution tax optimization.
Small Business Owners
Entity selection, expense planning, payroll tax guidance, and year-round advisory.
Health-Challenged or Fixed-Income Clients
Tax credit maximization and benefits-based tax strategies.
Families at Every Life Stage
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:
- Tax-efficient retirement planning
- Business tax deductions & expense optimization
- HSA, FSA & dependent care tax benefits
- Investment & life insurance tax implications
- IRS-compliant wealth-building strategies
Get Your Free Insurance Consultation
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