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
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Simple steps may help you foil hackers and protect your privacy.
Knowing your options when a CD matures can help you make a sound investment decision.
Tax preparation may be the perfect time to give the household budget a check-up.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like old receipts in a junk drawer.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.