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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How long does a $20 bill last?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
When markets shift, experienced investors stick to their strategy.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
Peer-to-peer payment apps are one of the newest ways to send money.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.