Make A Payment
Client Center
e9 Breakdance Boilerplate Logo
Speak To A Partner

David J. Cooper, CPA

Partner

Top 5 Things to Know About David

  • Oversees Walter Shuffain’s tax department and advises on complex planning matters
  • Brings four decades of experience serving closely held businesses and individuals
  • Guides clients through transactions, wealth transfer, and estate planning decisions
  • Works across healthcare, real estate, construction, and other key industries
  • Helps clients evaluate options to reduce tax exposure and protect legacy goals

David J. Cooper works with closely held businesses, executives, investors, boards, and high-net-worth families on complex tax and business planning matters. Clients turn to him for thoughtful guidance on transactions, wealth transfer issues, and estate planning decisions that require both technical depth and a practical understanding of long-term goals.

His experience spans a wide range of industries, including healthcare, real estate, manufacturing, wholesale distribution, construction, and professional services. David advises on matters such as shareholder proceeds from business sales, entity structuring, mergers and acquisitions, trust administration, and compensation planning. He is known for helping clients understand their options, weigh potential outcomes, and make decisions that can reduce tax burdens while supporting family and philanthropic priorities.

David’s approach is grounded in helping clients avoid surprises, preserve more of what they have built, and move forward with greater confidence.

  • Tax Planning
  • Business Tax Advisory
  • Wealth Transfer Planning
  • Estate Planning Support
  • Trust Administration Support
  • M&A Tax Planning

  • Certified Public Accountant (CPA)
  • Bachelor of Business Administration (BBA) in Accounting and Finance, University of Massachusetts Amherst
  • Master’s Degree in Taxation, Bentley University

I like to help others. Whether I am mentoring other professionals or doing home improvement projects for my family, it’s satisfying to use my talents for their benefit.

Outside of Work

David enjoys bicycling, swimming, boating, and traveling. He also values spending as much time as possible with his children and grandchildren.

Ready to experience the difference?

Let's Start A Conversation
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.

© 2026 Walter Shuffain

Privacy Policy Accessibility