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
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Building Your Legacy
A four-step framework for building a personal legacy.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
View all articles 
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
View all calculators
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.