David A. Shaw, EA
President & CEO
Susan P. Growney, EA
Voted 'The Best' 4 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
Business Accounting & Payroll
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Protect yourself against the damage that your homeowners policy doesn’t cover.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do your insurance needs stay the same when the nest empties?
Five creative (and inexpensive) ideas for motivating your employees.
Here are 4 great, and sometimes unexpected, places to raise a family.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Savvy investors take the time to separate emotion from fact.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn about the importance of having an estate strategy in this helpful and informative video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.