We have many of the faces you’ve come to know and trust along with a few new smiling ones.
Michael Shelton, RFP, CRPC
President / CEO
Michael is a passionate advisor focused on ensuring all the families and businesses he works with protect their assets with smart, educated and long-term strategies. He’s not only well versed in current tax law and associated wise accounting procedures, but also is a respected financial planner, holding Series 6, 63 and 65 registrations. He also received the prestigious Registered Financial Consultant credential and Chartered Retirement Planning Counselor designation from the College for Financial Planning.
He believes asset accumulation is best done in tandem with big-picture tax planning strategies. Of course, everything you do with your money affects your overall financial security, which is why he’s also dedicated himself to finding the best ancillary providers in the Roanoke area to refer clients to as they need support in areas beyond his expertise. This includes, legal, insurance, lending, marketing and more. He’s built a loose team of professionals who believe in offering excellence and communicate as appropriate when developing comprehensive planning strategies that make sense for the short and long term.
Michael was a top advisor, winning multiple awards, at a national financial services company before he founded 360 Financial Solutions and 360 Tax Solutions. He expanded from financial planning to comprehensive tax, bookkeeping and accounting services for individuals and business owners after realizing his clients needed a better solution than they could find in the area for documentation and reporting of income and expenses. Tax minimization strategies didn’t seem to be something most other providers offered.
Michael is an Iraqi Freedom War Veteran who was selected as the Roanoke Small Business Veteran of the Year in 2017. He’s a Dave Ramsey ELP. As President of the Brambleton Area Business Association, he’s brought this organization from obscurity to community stalwart with community leaders in economic development, law enforcement and business owners viewing the monthly meetings as must-attend events. In his spare time, he watches and plays sports, cooks and enjoys his family including a loving wife and young daughter. Michael@Discover360Financial.com
Jeremy Lassiter, EA, ABA
Chief Operating Officer
Jeremy is an approved Enrolled Agent (EA), which makes him a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. This means he’s legally authorized to represent you before the IRS for tax issues including audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS and is recognized across all 50 U.S. states. There are only 53,000 credentialed EA in the nation. Jeremy belongs to an elite segment of the country’s financial professionals.
Jeremy is a great compliment to Michael. He is here to help with your business needs and any IRS tax issue you may run across. He’s represented people in front of the IRS with a wide array of issues, including owing large sums, and has successfully brought those numbers to a manageable amount.
Holly manages all of the investment and insurance paperwork while ensuring investment money gets transitioned correctly to our firm. She has stepped up and also helped with the transition of The Tax Man to 360 Tax Solutions. You have probably talked to Holly while making your appointment and were welcomed by her when you came through the door. You can’t miss her bright, enthusiastic personality!
Jessica has been an important part of managing the needs of our business owners! As ADP’s largest payroll wholesaler in the area, she ensures thousands of employees in the area gets paid on time. When she’s not communicating with the business owners or employees, shes busy finishing her degree in Project Management from Liberty University.
Janice joined the team with almost 20 years in the financial and insurance business. Her broad range of expertise she learned throughout her career brings the specialty our clientele is looking for. Janice is currently working to finish her Enrolled Agent designation from the IRS. This will compliment her vast array on financial knowledge to ensure our clients receive the answers they desire.
William “Bill” Bocook
Sales Tax Specialist
Bill helps the business owners with their sales, litter, gas and personal property tax preparation needs. Bill helps ensure everything in the department is organized and prepared on time. Bill has also came to fill the gap when needed and is currently learning Quickbooks. We’re excited to see Bill grow with us!
Seasonal Tax Preparer
Vivian has been a tax preparer for over 30 years. She brings incredible knowledge to the office, especially with the clients in the retirement phase of their life. She prepares the majority of the “drop off” tax returns and Michael’s investment client tax returns. Vivian stays constantly up-to-date with tax codes in her aim to reduce every client’s tax burden.
Our 360 Tax Solutions Team
Enjoy the people you’ve come to know, meet some of our new contributors or visit us for the first time at at 1335 Peters Creek Road to experience a different kind of customer service. You’ll appreciate our professional and personal approach to all of your tax, payroll, bookkeeping, accounting and strategic financials needs for both personal and business issues.