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  • 950 Tharp Road, Bldg 100, Suite 101 - Yuba City, CA 95993
  • 530-674-1150
Our Mission What is Your Legacy? 2017 Small Business of the Year Y. S. Chamber of Commerce Voted Best of Award Winner Multiple Categories

David A. Shaw, EA

President & CEO

Office: 530-674-1150

Susan P. Growney, EA

Vice President

Office: 530-674-1150

The Best of Yuba-Sutter 2022

Voted 'The Best' 7 Years in a Row

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 Avantax.

Tax Planning, Preparation, & Representation

As Enrolled Agents our professionals are called “America’s Tax Experts” and provide a combination of proper planning and professional tax preparation to help minimize tax liabilities and meet deadlines.

Business Accounting & Payroll

Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you. From payroll to financial statements and consulting, our team allows you to focus on your business and make decisions for moving forward. 

Helpful Content

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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