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
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.
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.
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.
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.
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.
Reviews (4)
Brian Fortner
Apr 22, 2021
Report
Kristina Carrick
Jan 23, 2019
Report
I've been a client of Dave Shaw for well over 20 years now and can't imagine going anywhere else! He's earned my trust over the years servicing all my financial and tax needs, plus advising me throughout my various business ventures. I don't know about the 2 star reviewer, but I do know Dave. He and his staff have always treated my family and referrals with great care and quality service.
James Carrick
Nov 15, 2018
Report
I have been a client of Dave Shaw for the last several years. He is very professional and helpful. He has always made me feel welcome and more like a friend that a client. We live out of town and Shaw and Associates always accommodate our off hour appointments. I would recommend Dave and his team to all my family, friends and acquaintances. Thanks for all you do Dave!
Ninjedi - Pubg Mobile Forever
Sep 10, 2018
Report
By day 20 they admitted they never started?! I waited 21 days just to cancel and pick up my files. Our accountant claimed she didn’t have a moment ( even to tell us she was too backed up ) so basically expected us to wait another 20 days on top of the first 20?! To have them file the extension form charge also is a seperate $100 fee. They could have warned us it could take over a month because they are booked solid but instead that fact was explained after they cashed our payment. I would never trust a pay us a deposit fee first tax office.