Tax Services | Shield Financial Group

Tax Services

Tax impacts every aspect of your financial life. Let us help.

Benefits you gain from our tax services include:

Evaluating business structure to help optimize the benefits of the Internal Revenue code
Focusing on opportunities unique to your individual business or industry
Understanding the tax consequences related to your individual investments
Maximizing your retirement plan savings under current tax law

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Learn More

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Learn More

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Learn More