Shaw & Associates

Who We Are

Shaw & Associates is a reputable financial services firm located in Yuba City, California. Our team of professionals is dedicated to helping individuals, families, and businesses accomplish their unique financial goals. As a trusted financial partner, we work closely with our clients to provide them with the best possible advice and solutions tailored to their specific needs.

At Shaw & Associates, we believe that financial success is achieved through a comprehensive understanding of our clients' financial situations and long-term objectives. Our approach is built on a deep foundation of integrity, expertise, and client focus. We are committed to providing exceptional services that empower our clients to make informed financial decisions.

Our Services

We offer a wide range of financial services, including:

• Tax Planning, Preparation, & Representation: Our team of Enrolled Agents, known as "America's Tax Experts, " can help you minimize your tax liabilities and meet deadlines, providing a combination of proper planning and professional tax preparation.
• Investment, Retirement, and Financial Options: We offer investment and financial planning services, including coordinated financial planning that provides investment and advisory work alongside a full range of aggregated financial services. Our aim is to help you achieve your customized goals, such as investing or saving for education or retirement.
• Business Accounting & Payroll: Our team of professionals can assist you with all aspects of financial preparation and record-keeping. We can handle your accounting and payroll needs, enabling you to focus on your business and make informed decisions for moving forward.

Our Mission & Values

Our mission is to change lives and inspire "True Wealth" - one person, one family, and one business at a time. We focus on our clients, putting their needs first while providing exceptional financial advice and solutions.

Our core values include:

• Integrity: We conduct our work with the highest level of ethical standards, ensuring that our clients receive reliable and trustworthy services.
• Expertise: We maintain our professional knowledge and continue to develop our skills to provide the best possible advice and solutions.
• Collaboration: We involve our clients in the decision-making process and work closely with them to achieve their financial goals.

Community Involvement

Shaw & Associates is proud to be a part of the Yuba City community. We take an active role in community events and charitable initiatives, supporting local organizations and promoting financial literacy.

Our Qualifications & Services

Our team of financial professionals includes Enrolled Agents, who are federally authorized tax practitioners and are recognized as America's Tax Experts. We provide a full range of financial services, including tax planning, preparation, and representation, investment and retirement planning, and business accounting and payroll services.

Who is Avantax?

Avantax is a leading financial services company that provides investment and financial planning services. Through our affiliation with Avantax, we offer our clients a wide range of investment options and financial solutions, tailored to meet their unique needs and goals.