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.
Helpful Content
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.