David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Gayle L. Heffley, EA
Director of Tax & Accounting Services
Wealth Management & Financial Planning
Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services for individuals, families, and businesses to help accomplish customized goals including investing or saving for education or retirement.
*Investment and financial planning services are offered by David Shaw through his affiliation with HD Vest.
Tax Planning, Preparation, & Representation
Business Accounting & Payroll
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How Income Taxes Work
A quick look at how federal income taxes work.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Don't let procrastination keep you from pursuing your financial dreams and goals.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.