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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
How Income Taxes Work
A quick look at how federal income taxes work.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
Simple steps may help you foil hackers and protect your privacy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.