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.
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.Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you.
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.Assistance with all aspects of financial preparation and record keeping. Let us handle it all for you.
Services
Team
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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
History
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Awarded Small Business of the Year by the Yuba Sutter Chamber of Commerce. When George and Leonard Meyer founded Meyer Bookkeeping behind a hardware store in Marysville, California, they never dreamed it would become one of the top successful firms in the area. In 1985, a second location was opened in Yuba City, California and in 1989 the two offices were combined into a new office in the heart of Yuba City.
Our Qualifications & Services
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Each of our professionals have extensive personal and professional experience to help meet your financial needs. Our professionals hold various professional designations, including a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients.
Advisors
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Our licensed financial advisors through their affiliation with Avantax Investment Services work together to provide extensive experience and a network of support, while offering you a local office and personal service. Contact us to learn more about our approach to helping you reach your goals. In addition to our financial services, Shaw & Associates can also assist with your tax, accounting, payroll, and other financial services needs.
Tax
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We help you take a proactive approach to tax services and believe planning is a key factor in proper tax preparation. Keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities to minimize current and future tax liabilities. We provide taxation expertise and knowledge all year long.
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