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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are common mistakes you can avoid when saving for retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.