At Shield & Ledger, we believe financial confidence is the foundation of every successful individual and business. We are a trusted financial services and business solutions firm dedicated to protecting what matters most and helping you build a secure, prosperous future.
With a team of experienced professionals in accounting, taxes, insurance, and business consulting, we provide reliable, clear, and tailored guidance to help you make informed decisions. Whether you're managing personal finances, running a small business, or planning long-term wealth strategies, we simplify the complex and deliver solutions you can depend on.
We combine modern tools with personalized support—ensuring accuracy, compliance, and transparent communication at every step. From bookkeeping and tax filing to business formation, payroll, insurance, and financial planning, Shield & Ledger is your all-in-one financial partner.
Shield & Ledger is a full-service financial services company headquartered in Irving, Texas. We specialize in insurance planning, bookkeeping, tax services, and business formation. We exist to help people and companies make informed, confident financial decisions—backed by data, driven by trust.
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