David A. Shaw, EA
President & CEO
Office: 530-674-1150
Susan P. Growney, EA
Vice President
Office: 530-674-1150
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.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.