Walter & Shuffain - Certified Public Accountants & Business Advisors

Tax Services

Walter & Shuffain takes pride in maintaining a first-rate tax practice staffed by quality professionals. As one might expect of a respected and well-established firm like ours, we’re adroit at preparing business and individual tax returns.  But at W&S, we understand that effective tax planning is the cornerstone of real financial success and it’s in this area that our expertise is unmatched.

The right strategy minimizes your personal and business tax consequences and helps avoid future problems. By customizing a strategy that fits your needs, our tax planning specialists can assist in managing and conserving your wealth while minimizing tax.

Our professionals stay abreast of tax planning opportunities on federal, state and local levels and are constantly monitoring tax legislation, regulations and court rulings. We utilize this information to continually reevaluate the tax situation of each client and then provide proactive recommendations to project future tax effects to both business and personal finances.

In many instances, we’re able to not only significantly reduce current and future tax liability, but also identify missed opportunities in prior years and secure refunds.

Our taxation services include:

  • Tax preparation of all federal, state and local tax returns
  • Strategic tax planning to offer maximum tax savings and reduction of income taxes
  • IRS and state audit representation
  • Tax research, interpretation and analysis
  • International tax planning
  • Estate, gifting and trust tax planning
  • Estate taxation of non-U.S. citizens
  • Creating qualified personal residence trusts
  • Assistance in business transactions of sale, acquisition, mergers, reorganizations and liquidations
  • Development and implementation of executive compensation programs

Contact us for more information about W&S’s tax services.