David A. Shaw, EA
President & CEO
Susan P. Growney, EA
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
Business Accounting & Payroll
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Saving for College
This calculator can help you estimate how much you should be saving for college.
One of the most important steps to become financially sufficient is to set up a realistic budget.
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
What do golf and personal finances have in common? A lot of things, but the key is confidence.
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.