360 Shield

Full-Circle Financial Solutions — So You Can Move Forward with Clarity and Confidence

Every service. Every detail. All in one place — with strategy, care, and zero judgment.

At 360 Shield Solutions Group

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.

Our Services

Personal & Business Taxes

We specialize in complex tax situations — from back taxes to IRS resolution — with a strategic, full-circle approach for individuals and small business owners.

Bookkeeping & Compliance

Accurate records are essential for business growth. We provide monthly, quarterly, and catch-up bookkeeping to keep your business organized, compliant, and ready for success.

Legal & Business Document Preparation

Get the documents you need — LLCs, nonprofits, bankruptcy forms — prepared professionally, explained clearly, and without the attorney price tag.

Legacy & Estate Planning

Protect your family, preserve your assets, and pass the baton seamlessly to your heirs. As Generational Wealth Facilitators, we create wills, trusts, and probate documents — prepared professionally, explained clearly, and aligned with your family's future.

Beyond the Pitch: A 360° Strategy for Your Taxes, Business & Legacy

Not just a sales pitch. Our Signature 360° Consultation connects your tax, business, and legacy needs into a strategic action plan—designed for your life.

Client Stories

Achieving Financial Goals Together

Ready to Move Forward with a 360° Plan?