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Tax

Tax Strategy Built for What’s Next, Not Just What’s Due

Are you making tax decisions early enough to influence the outcome?

Walter Shuffain’s Tax Services are built for business owners, investors, and complex families whose decisions carry meaningful tax consequences. We support clients who need more than accurate filings and require guidance that shapes outcomes before decisions are finalized.

Our role is to bring clarity and foresight to every tax situation by understanding your full financial picture, identifying strategies early, and coordinating with your broader advisory team.

What does proactive tax planning look like?

Tax touches every major financial decision. Transactions, expansion, compensation, and wealth transfer all introduce complexity that cannot be addressed at filing time.

We connect tax strategy to your broader financial decisions, anticipate risks, and identify opportunities so your approach is intentional and aligned with long-term goals.

Planning around how and when income and expenses are recognized, allocated, and deployed to support long-term tax efficiency.

Tax planning and due diligence for acquisitions, sales, recapitalizations, and restructures.

Managing multistate exposure, compliance, and nexus considerations.

Identifying and capturing credits tied to innovation and development activity.

Estate tax and trust income tax planning designed to preserve wealth, support generational transfers, and improve long-term tax efficiency.

Representation and guidance for audits, notices, and tax disputes.

Accurate, timely preparation of returns supported by coordinated reporting.

Identify accelerated depreciation opportunities that improve cash flow and reduce current tax exposure.

Coordinating tax strategy across businesses, investments, trusts, and family wealth decisions.

Planning for retirement distributions, liquidity events, and long-term tax impact.

Advising on equity-based compensation, ownership transitions, and the tax implications of changing business equity.

How do we fit into your broader financial strategy?

As Your Central Point of Coordination

We take a leading role in managing tax strategy across your business, investments, and personal financial decisions. Each move is evaluated in full context so the outcome holds up over time.

You work directly with experienced professionals who understand your situation, coordinate with your advisors, and remain accessible when timing matters.

As someone with an accounting background, I appreciate the level of expertise Walter Shuffain brings to the table. They explain complex issues in a practical, easy-to-understand way. Over the years, they've helped us through audits, tax planning, business changes, and most recently, the R&D tax credit process. Their team is responsive, collaborative, and takes the time to understand our business. We've never felt like just another client, and that's why we've continued to work with Walter Shuffain for nearly two decades.
Kimberlee Ellis Sweetser
Chief Financial Officer
Scalable Display Technologies, Inc.

Why do clients choose Walter Shuffain?

Strategy Before Compliance

We shape outcomes before they are reported, not just prepare returns.

Direct Access to Experienced Advisors

You work with senior professionals who stay involved.

Integrated Advisory Approach

Tax strategy is connected to business, investment, and estate decisions.

Forward Looking Perspective

We anticipate law changes and position clients ahead of them.

Depth in Complex Situations

We handle transactions, multistate exposure, and generational planning.

What This Looks Like in Practice

Common challenges our clients face
Sale or acquisition in progress without clear tax strategy
Our Solution
  • We guide structuring, due diligence, and allocation decisions to improve outcomes.
Operating across multiple states with unclear exposure
Our Solution
  • We assess nexus, align filings, and reduce risk of audits and penalties.
IRS notice or audit creating uncertainty
Our Solution
  • We represent and guide resolution while protecting your position.
Speak with a partner about how Tax Services can support you.
Let’s Start A Conversation

Meet Our Team

“We’re business owners advising business owners. That changes every conversation, and every answer.”
— Jon Yorks, Chief Executive Officer & Managing Partner
Full Team

Michael Cooper

Partner
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Ron Perry

Partner
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Eric Gashin

Partner
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David J. Cooper

Partner
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Paul Gerrish

Partner
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Steven Richardson

Partner
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Common Questions

Planning, compliance, transaction advisory, SALT, credits, and dispute support.

Business owners, investors, and high-net-worth individuals with complex tax exposure.

We focus on planning ahead to influence outcomes.

Yes, we represent clients in IRS and state matters.

If you operate, sell, or employ across states, we can assess risk and requirements.

Reach out to begin a conversation about your situation and upcoming decisions.

Insights

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Walter Shuffain is the brand name under which Walter Shuffain Advisors Inc. and WS CPAs P.C. provide professional services. Walter Shuffain Advisors Inc. and WS CPAs PC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WS CPAs PC is a licensed independent CPA firm that provides attest services to its clients. Walter Shuffain Advisors Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and governed and are not liable for the services provided by any other entity providing the services under the Walter Shuffain brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by WS CPAs PC and Walter Shuffain Advisors Inc.

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