David A. Shaw, EA

Shaw and Associates

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  1. OUR PLEDGE TO CLIENTS
  2. Your needs will always come first.
  3. You will be treated fairly, ethically, and respectfully.
  4. You have a right to professional and courteous service.
  5. You have our assurance of confidentiality.
  6. We are so committed to your trust that all members of our staff are asked to commit to our code of ethics, in addition to the code of ethics set forth by the professional organizations that define our industry.
Verified NAEA Member NTPI Fellow
Address:
950 Tharp Rd Ste 101
Yuba City, California 95993
United States

Map & Directions

phone:
view phone(530) 674-1150
fax:
view fax(530) 674-7241
website:
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Description

How We Help

We advise, consult, calculate, invest*, hire, connect and coordinate so you get to do more of what you want to do.

(And we volunteer and support community causes, too.)
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WEALTH MANAGEMENT*

Coordinated financial planning that offers investment and advisory work along with a full range of aggregated financial services.

FINANCIAL PLANNING*

Planning for individuals, families or businesses to help accomplish customized goals, including budgeting, investing, or saving for education or retirement.

TAX PLANNING & PREPARATION

A combination of proper planning and professional tax preparation to help minimize tax liabilities and meet deadlines.

BUSINESS ACCOUNTING

Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you so you can focus on your business.

*These services are offered by David Shaw through his affiliation with HD Vest.


Regular Hours
Monday - Thursday 8:00 AM through 5:00 PM
Friday 8:00 AM through 12:00 PM

Tax Season Hours (February 1 - April 15)
Monday - Friday 8:00 AM through 5:00 PM
Saturday 8:00 AM through 12:00 PM

Gateway Business Park across from Lowes

Additional Information

Company Name: Shaw and Associates

Designations: EA