Walter & Shuffain, P.C.
Certified Public Accountants & Business Advisors
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Walter & Shuffain takes pride in maintaining a first-rate tax practice staffed by quality professionals. While we have extensive experience in preparing and organizing business and individual tax returns, where we can truly provide value is in the tax planning and consulting area.
We understand that effective tax planning is the cornerstone of financial success. The right strategy minimizes your personal and business tax consequences - and helps avoid future problems. We are constantly monitoring tax legislation, regulations, and court rulings. We evaluate each client's unique position in light of the changing situation to project future tax effects of your business and personal decisions.
By customizing a strategy that fits your particular needs, our tax planning specialists can assist in managing and conserving your wealth while minimizing tax. Our proven tax planning solutions are designed to help you accumulate, preserve and enjoy your property and assets.
Our professionals stay abreast of all of the planning opportunities on the federal, state and local levels and utilize this information to continually reevaluate the tax situation of each client - providing proactive recommendations and suggestions to assist them year-round. This is also beneficial to new clients, who simply need a professional to take a fresh approach to their tax situation.
In many instances in which we have been retained by clients, we have not only been able to significantly reduce their current and future tax liability, but have often been able to identify missed opportunities in prior years and secure refunds.