Our Team

Greg Shaddix, CPA, CFP®

Proprietor

 

Greg Shaddix has been a Certified Public Accountant since 1986. He is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants. His business and tax experience includes closely-held businesses in retail, real-estate, construction, wholesale, manufacturing, and service related industries. He assists his business clients in various capacities ranging from Financial Statements to Payroll and Sales Tax compliance and including entity tax returns and tax planning. Greg has a hands-on approach with his clients and provides as much or as little supervision and training as required to get the job done.

 

 

 

Greg has been in the public accounting field for over 30 years in the Redding, California area with clients from Hawaii to Germany and in lots of States in between. He has had personal responsibility for over 15,000 income tax returns and thousands of financial statements.

 

 

 

 

Greg is also a Certified Financial Planner™ since 1992 and provides assistance in the areas of financial planning, estate planning and investments.

 

 

 

 

 

 

Andy Shaddix, Enrolled Agent, Quickbooks Pro Advisor

Bookkeeper/Enrolled Agent

 

 

 

 

 

 

Andy Shaddix has been an Enrolled Agent since 2009 and has been with the firm since 2001. He provides monthly, quarterly and annual bookkeeping services to businesses including preparation of payroll, payroll tax and sales tax compliance as well as bank and credit card reconciliations. Andy provides hands-on assistance with our Quickbooks clients and is a registered Quickbooks Pro Advisor.

 

 

 

 

Andy assists in preparing hundreds of returns per year for individuals, partnerships and corporations.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Karen Shaddix

Administrative Assistant
 
 
 
Karen Shaddix has been working for our firm since its inception. Her responsibilities are varied as is her expertise. She assists in the tax return and bookkeeping process and the usual Office Managerial duties. Karen is in charge of maintaining the electronic client files and assuring that all documents are scanned into the system before being shredded. She makes sure that the
 
office is running smoothly and efficiently and is well stocked, especially during tax season.
 
 

 

During tax-season, you may also see Roni who is here to help you schedule your tax appointment and pick up/drop off your taxes.