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
6 Smart Wealth-Building Money Habits to Start Early
Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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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.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?