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Client Center

Access your information – day and night.

If you are a client of Walter Shuffain, this is where you will make secure payments, share files with your advisor, get remote support, learn about the latest changes in the industries and see what’s new for you.

If you are a Richardson client, please click here for more details about the transition.

This is your central hub for all of your engagement resources. (Bookmark this page!)

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Access your financial statements, tax returns and other important documents.
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Access your PBC request list and assignment workflow for your financial statement audit.
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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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