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
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
There’s a link between debt and stress.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.
What are your options for investing in emerging markets?