GET YOUR MAXIMUM REFUND
FILE WITH Tru Shield Financial Solutions
FROM THE COMFORT OF YOUR HOME OR IN OUR OFFICE
GUARANTEE: 💯 GET UPTO $7500 TAX ADVANCE SAME DAY!!! 💯GURENTEED CLIENT SATISFACTION 💯 FILE WITH US FROM THE COMFORT OF YOUR HOME
Services We Offer
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
Personal Tax Preparation
Stress-free and accurate filing for individuals and families.
Self-Employed & Business Taxes
Specialized support for entrepreneurs and LLCs.
Credit & Financial Education
Keep your business finances organized year-round.
Tax Planning & Consulting
Strategic advice to minimize your tax liability.
Why Clients Choose US?
Our goal is to simplify the tax process, maximize client results, and build lasting relationships founded on trust and excellence.
Accuracy & Integrity
Transparent Pricing
Fast, Secure, and Convenient Filing
Personalized Client Experience
our Tax Preparation process
STEP:01
Schedule AN ONLINE OR IN OFFICE WITH A TAX PRO
Visit Our website and select “file online” or "File in office".
STEP:02
Schedule YOUR APPOINMENT
Schedule your 1-hour appointment with one of our Tax Professionals at your prefer time.
STEP:03
FILL OUT THE CLIENT FORM
Fill out Client Data Form. After you have completed the each you will receive a link to schedule your appointment.
STEP:04
FILE WITH A LIVE TAX PRO
File with a live Tax Pro on-line with the ZOOM meeting App.
Zandra Bartley
CEO & FOunder of Tru Shield Financial Solutions
Meet Zandra Bartley, CEO of Tru Shield Financial Solutions. As an experienced Tax Preparation Specialist and a Licensed Life & Health Insurance professional, Zandra is dedicated to helping individuals, families, and small businesses make confident financial decisions. Whether you're maximizing your tax return or protecting your loved ones with the right insurance coverage, her goal is to provide trusted guidance, personalized service, and year-round support to help you build a stronger financial future.
ABOUT US
A TRU SHIELD BEGINS WITH INFORMED DECISIONS.
At Tru Shield Financial Solutions we are committed to helping individuals, families, and small businesses protect what matters most through personalized Tax Services and Life & Health Insurance.
our mission statement
At Tru Shield Financial Solutions, our mission is to provide trusted tax preparation and life and health insurance solutions that empower individuals, families, and small businesses to achieve financial security and peace of mind. We are committed to delivering honest guidance, personalized service, and dependable support, helping our clients protect what matters most, maximize their financial opportunities, and confidently plan for the future.
Learn How to Grow Your Own Profitable Tax Business
Tru Shield Financial Solutions specializes in helping Tax Businesses expand rapidly and operate at maximum profitability. We provide the systems, coaching, and backend support to help you grow a powerful network while keeping one hundred percent of your tax prep fees and all addon fees, including transmitter fees, doc prep fees, e-file fees, and audit fees. As a partner with Tru Shield Financial Solutions, you have the ability to build a team of unlimited tax partners and, allowing you to scale production, increase revenue streams, and expand nationwide.
where to start?
4 steps to get started:
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
GET STARTED WITH YOUR OWN TAX BUSINESS TRU SHIELD FINANCIAL SOLUTIONS HELPS YOU TO START YOUR OWN TAX BUSINESS AND GROW!! 💯 CLIENT SATISFACTION GURENTEED!
OUR PACKAGES
Tru Launch - TIER 1
NOW$99| WAS $199
Tru Shield Financial Solutions Tier 1 Software Package is crafted for tax professionals beginning their journey in the tax industry. Every tax return will be carefully reviewed before submission to the IRS, ensuring precision and compliance.
PTIN Required
Revenue Split: 70/30
TRU BUILD - TIER 2
NOW$199| WAS $299
Tru Shield Financial Solutions Tier 2 Software Package is tailored for Tax Professionals looking to establish their own tax business. We provide comprehensive training on how to start and grow a successful tax practice, ensuring you have the tools and knowledge needed for success.
PTIN & EFIN Required
Revenue Split: 100%
TRU SCALE - TIER 3
NOW$799| WAS $2599
Tru Shield Financial Solutions Tier 3 Software Package is tailored for Tax Professionals who are ready to develop their business, establish a strong brand, and create a team focused on selling software. This package will provide you with the knowledge and skills needed to expand your tax business, build an effective team, and achieve growth in your operations.
PTIN & EFIN Required
Revenue Split: 100%
TRU LEGACY - TIER 4
NOW$1499| WAS $3499
Tru Shield Financial Solutions Tier 4 program designed for fast‑scaling service bureaus that want full control and maximum profitability. It allows you to retain 100% of all tax‑related fees and build an unlimited network of tax partners and service bureaus, creating multiple revenue streams each season. You maintain complete authority over pricing, including setting maximum add‑on fees, while receiving structured guidance on branding, recruitment, operations, marketing, and team development to help you manage and expand a high‑performing service bureau organization at scale.
PTIN & EFIN Required
Revenue Split: 100%
what you will get from us
Training & Technology
With Tru Shield Financial Solutions, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
Why Clients Choose US?
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Client Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
WHAT THEY SAY!
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
As a small business owner, I was skeptical about investing in marketing tools. This platform has proven to be worth every penny.
The customer support team is absolutely amazing! They helped me set up my first funnel in just a few hours. My business has grown 300% since implementing this platform.
I love how everything is integrated in one place. From email marketing to appointment booking, this platform has streamlined my entire business operations.
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office: 877-878-7438
Email: [email protected]
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
OUR banking partners
REFUND ADVANTAGE
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
REFUNDO
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features
SANTA BARBARA TPG
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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