The Savings Bundle: Proven Ways to Cut Taxes, Reduce Bills, and Optimize Insurance
Choose the bundle that fits your life. We GUARANTEE you’ll save at least 2x our fee — or we refund the difference.
What is a Savings Bundle?
It’s a 360-degree review of your taxes, bills, and insurance. We uncover hidden savings and give you an action plan to keep more cash in your pocket.
💰 Tax savings review
💰 Bill audit & comprehensive cost-cutting strategies
💰 Insurance optimization
Senior Savings Bundle
For retirees and those approaching Medicare.
🔹 Tax Review
Optimize Social Security taxation & required withdrawals
Uncover senior tax credits & missed filing strategies
🔹 Insurance Review
Compare Medicare Advantage vs Supplement options
Audit final expense, dental, and prescription coverage
🔹 Bonus Tools
Legacy checklist for estate planning readiness
“Over 65 Audit Risk” red flag review
💰 2x Savings Guarantee or the Difference Refunded
Value: $6,050
Price: $997
Individual Savings Bundle
Ideal for W-2 & gig workers, families, & single parents.
🔹 Tax Review
Maximize credits, deductions, and filing strategy
Adjust W-4 or quarterly payments to prevent IRS debt
🔹 Insurance Review
ACA/Marketplace plan audit for cost vs benefit
Life insurance needs check (term vs whole vs none)
🔹 Bonus Tools
Credit-building guide for premium & rate improvement
IRS audit risk flags + personal tax prep checklist
💰 2x Savings Guarantee or the Difference Refunded
Value: $6,350
Price: $897
Small Business Owners Savings Bundle
Built for LLCs, S Corps, and 1099 consultants.
🔹 Tax Optimization
Review entity structure, deductions & retirement options
Automate estimated taxes & reduce audit risk
🔹 Insurance Audit
Analyze health, liability & business life insurance
Evaluate key-person or buy/sell policies
🔹 Bonus Tools
Deduction tracker + business audit-prep checklist
Profit strategy planner & compliance snapshot
💰 2x Savings Guarantee or the Difference Refunded
Value: $10,700
Price: $1,497
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Why We Offer a Savings Guarantee
Most tax professionals and insurance agents file your paperwork or sell you a policy. But they rarely take the time to evaluate whether you’re overpaying - or missing money you could be saving.
That’s where we are different.
Every Savings Bundle includes:
✔️ A custom review of your taxes, insurance, and risk
✔️ A written action plan with estimated savings
✔️ A 10-day delivery window
✔️ A Savings Guarantee: If we can’t uncover at least 2x your investment, we refund the difference.
We don’t sell time. We deliver outcomes.
You either win — OR YOU WIN because you get money back either way..
Find Out the Details & Claim Your Savings Now
Have questions? Want to see which Savings Bundle is right for you?
Click the Take Me to the Form button below to get started — we’ll reach out within one business day of receiving your completed form to schedule your personalized consultation and explain next steps.
✔️ No sales pitch
✔️ No obligation to purchase
✔️ Just real savings — backed by our 2x ROI Guarantee
You may also Email us at info@goldshieldtax.com
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Gold Shield Tax & Insurance LLC — “Home of the Savings Guarantee” and “The Tax and Insurance Lady of Titusville”™
© 2025 Gold Shield Tax & Insurance LLC . All rights reserved.
”Home of the Savings Guarantee” and “The Tax & Insurance Lady of Titusville”™ are registered brands of Gold Shield Tax & Insurance LLC.
This site provides general information and does not offer legal, tax, or financial advice. Your personalized Savings Bundle is based solely on the information you provide. Results may vary. All services are subject to client qualification.
💰 Savings Guarantee Terms: If your written action plan does not identify at least 2x the value of your bundle in estimated tax or insurance savings, we will refund the difference. Conditions apply. See Terms & Conditions for full details.
