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 to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Building a Financially Informed Legacy
Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.
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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.
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.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
An Arm and a Leg
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.
Surprises
Making the most of surprises is a great reason to work with us.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.