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 home may fit within your budget based on income and expenses.
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Estimate potential long-term care costs and what coverage may help address them.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how long your current savings might last if a disability interrupted your income.
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Estimate how much life insurance coverage may be appropriate for your situation.
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This short video helps explain why markets can be as unpredictable as the weather.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Have you explored all your options when it comes to managing your taxable income?