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Shield Wealth Advisors, LLC.
"Built for Blue"
1-833-457-1040
  • Home
  • Becoming a Client
  • Robinson Tax Service
  • Team
  • FAQ
  • Contact
  • ADV & Disclosures
  • More
    • Home
    • Becoming a Client
    • Robinson Tax Service
    • Team
    • FAQ
    • Contact
    • ADV & Disclosures
Shield Wealth Advisors, LLC.
"Built for Blue"
1-833-457-1040
  • Home
  • Becoming a Client
  • Robinson Tax Service
  • Team
  • FAQ
  • Contact
  • ADV & Disclosures
individualized tax services business consulting Shield Wealth Advisors New York Police retirement

Robinson Tax Service

Dawn Robinson provides individualized tax services, business consulting, KITA returns, and more. Partnering with Shield Wealth Advisors to provide a well-rounded approach to helping our clients is our focus. Together, we can provide you more efficient services all in one place. 

Meet Dawn

Our Services

individualized tax services business consulting Shield Wealth Advisors New York Police retirement

Specialized KITA Returns

The federal and state governments allow the families of anyone who has died in a terrorist-related attack, such as 9/11, to receive a tax refund from the last three to four years of their hero’s life. Qualifying families are entitled to a minimum of $10,000 in federal refunds.


The system set forth to receive such a refund is complex and requires a dedicated tax preparer who is knowledgeable about how to help these families benefit from KITA tax returns. Complexities based on taxable income, amount of children, filing status, and more result in largely diverse outcomes. 

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.


We recommend Tax Saving Strategies that help you...

  • Grow and preserve assets
  • Defer income so you can keep your money now and pay fewer taxes later
  • Reduce taxes on your income so you keep more of what you make
  • Reduce taxes on your estate so your family keeps more of what you've made
  • Reduce taxes on your gifts so you can give more
  • Reduce taxes on your investments so you can grow your wealth faster
  • Reduce taxes on your retirement distributions so you can retire in style

Individual Tax

  • Federal and state tax return preparation
  • Income tax projections and preparation
  • Divorce planning
  • IRS and state controversy representation
  • Residency issues

State & Local Tax

  • New Tax Legislation
  • Second Review
  • Tax Due Diligence Reviews
  • Tax Initiatives

Federal Tax

  • Tax Preparation and Compliance​​
  • Tax Due Diligence Reviews
  • Research Credit Calculations
  • Tax Credits Identification
  • Audit and Appeal Representation​
  • Federal Income Tax Planning

Business Consulting

Let us help you navigate today’s shifting tax changes, maximize your tax strategy, and position your business for growth. 

Shield Wealth Advisors, LLC.

Shield Wealth Advisors, LLC 2809 Wehrle Drive Suite 9. Williamsville, NY 14221

1-833-457-1040

Copyright 2021