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
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.