Susan Patricia Shaw

Current Employers

Employment History

• 07/2011 → 09/2025
  Avantax Investment Services, Inc.
  Yuba City, CA
• 07/2000 → Present
  Meyer Bookkeeping & Tax Service Inc
  Yuba City, CA
• 01/2012 → 09/2025
  Avantax Advisory Services
  Yuba City, CA
• 07/2000 → Present
  Shaw & Associates
  Yuba City, CA
• 11/2018 → 11/2020
  Crystals By Q
  Yuba City, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Yuba City, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-01-06 → 2025-09-05
  Avantax Advisory Services
  Yuba City, CA

Other Businesses

1) Meyer Bookkeeping & Tax Service Inc~'NIR'~950 Tharp Rd., Ste 101~Yuba City~CA~95993~Tax Preparation/Accounting~Vice President~7/1/2000~160hrs~120hrs~Provide accounting, bookkeeping, tax preparation, and payroll services. 2) Shaw & Associates~'NIR'~950 Tharp Road, Bldg. 100, Suite 101~Yuba City~CA~95993~Tax Preparation/Accounting~Vice President~7/1/2000~160hrs~120hrs~Taxes, Accounting, Payroll. This is the DBA for Meyer Bookkeeping and Tax Service, Inc. 3) YUBA CITY POLICE DEPARTMENT; Volunteer in Policing; Volunteer in Policing (V.I.P) program unites citizen volunteers and Yuba City Police Department Staff to improve efficiency and productivity.. Volunteers are placed in projects which utilize his or her existing skills, talents and interests while offering a rewarding challenge and in some cases, new skills. NIR; 16 HRS; 10 HRS; 07/12/2022; 1545 Poole Blvd., Yuba City CA 95993, United States; Volunteers Perform assignments in any or all of the categories as they like or are needed. 4) CALIFORNIA SOCIETY OF ENROLLED AGENTS; Advisor/Member; Employment Development Department Small Business Employer Advisory Committee (SBEAC). EDD works with small business though the Advisors/Members of the committee to share information, new policies, procedures, employment tax matters and legislative changes. NIR; 2 HRS: 0 HRS; 07/01/2022; 3200 Ramos Circe, Sacramento CA 95827, United States; Attend and actively participate in the SBEAC meetings. Represent the Enrolled agents in CSEA and provide feedback from the Small business perspective on employment tax matters, along with other programs administered by the EDD. Sharing information with the membership of CSEA. 5) KG TRUST; Trustee; This is my sisters trust that I am the sole trustee and beneficiary of. My duties are to authorize what is needed for the best interest of the trust on my sisters behalf. NIR; 1HRS; 1 HRS; 09/29/2022; 950 Tharp Road, Suite 101, Yuba City CA 95993, United States; Authorize any activities in the accounts as trustee as needed in the best interest of my sister and her trust. 6) KATHLEEN GROWNEY; P.O.A.; Power of Attorney over my sisters non trust accounts and assets. NIR; 1 HRS;1 HRS; 09/29/2022; 950 Tharp Road, Suite 101, Yuba City CA 95993, United States; With the P.O.A. I am authorized to transact any business deemed fit on my sisters behalf that is in her best interest but will not be directly servicing the account myself. 7) NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 2698 IMPERIAL WAY YUBA CITY, CA 95993; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 06/30/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTING TO PUBLIC;

Exams

• S66 Uniform Combined State Law Examination
  2011-09-09

Other Names

• Susan Houdelette
• Susan Patricia Shaw
• Susan Patricia Growney