360 Shield

Are your finances ready for what life brings you next?

Personalized Tax, Financial, Debt, and Document Solutions for Individuals and Small Businesses

Struggling with back taxes, IRS notices, or a bookkeeping backlog?

Wondering how to protect your family or business when life happens?

Need help starting a business/nonprofit or accessing funding.

We’ve got your back—
without judgment, just strategy.

Don’t Wait — Experience the 360 Difference Today. Book Your Signature Consultation for Personalized Financial Solutions with Zero Obligation.

Our Core Services

Tax Preparation

Personal & Business Returns—Current & Prior Years

Tax Planning & IRS Resolution

Back taxes, audits, payment plans, and compliance

Bookkeeping

Monthly, quarterly, catch-up, and full reconciliation

Legal Document Preparation

LLCS, EINs, 501(c)(3)s, contracts, operating agreements

Credit & Debt Solutions

Improve credit & manage debt with clarity. (Ind & Biz)

Legacy Planning

Wills, POA's, Trusts and Probates

Who We Serve

Your Full-Circle Financial Partner
in Florida and Beyond

We serve clients nationwide, but specialize in supporting the families and small businesses of
Lake Wales, Lakeland, Winter Haven, Bartow, Davenport, Dundee, Haines City, and Babson Park, Florida.
Whether you’re a contractor juggling receipts, a parent with unfiled taxes, or a retired couple needing a will—our team is ready.

Client Stories

Achieving Financial Goals Together

It’s Time to Take
the First Step Toward Financial Clarity

Whether you need to fix the past or plan for the future—

We’re here to help.