Walter & Shuffain

At Walter Shuffain, we understand that every individual and business has unique needs. That's why we offer a comprehensive range of services designed to meet the distinct requirements of our clients. From business audit and agreed-upon services to business consulting and tax, we have the expertise to guide you through various aspects of your financial journey. Our team of experienced professionals is dedicated to providing personalized solutions that address the complexities of your business or personal wealth management.

Business Services

Our business services include audit and agreed-upon services, which ensure that your financial records are accurate and compliant with regulatory requirements. We also offer business consulting, where our experts provide strategic guidance to help you make informed decisions about your business operations and growth. In addition, our tax services include cost segregation, litigation support, and forensic accounting, which help you navigate complex tax issues and protect your interests. For those seeking outsourced accounting or CFO/Controller services, we provide comprehensive financial management solutions. Our research and development tax credits services help you maximize your tax benefits, while our transaction services ensure a smooth transition in business deals. Lastly, our tax structuring and strategy services help you optimize your financial structure for maximum efficiency and profitability.

Family Office and High Net Worth Services

For high net worth individuals and families, we offer personalized wealth management services. Our family office consulting helps you navigate the complexities of multi-generational wealth, while our wealth management services ensure that your financial assets are securely managed and grow over time. Our estate and trust tax services help you plan for the future, ensuring that your legacy is protected and your loved ones are provided for.

Industries We Serve

We have extensive experience serving various industries, including healthcare, manufacturing, private equity, professional services firms, real estate, registered investment advisors, technology, and wholesale distribution. Our deep understanding of these industries enables us to provide tailored solutions that address the unique challenges and opportunities within each sector.

Why Choose Us

At Walter Shuffain, we pride ourselves on our commitment to exceptional service, our deep bench of industry experience, and our ability to build long-term relationships with our clients. We understand that trust is built upon the first conversation and every interaction that follows. When you work with us, you can expect intelligent and caring responses to your requests, collaboration with your team, and a coordinated focus on your business and individual goals. Our forward-looking consulting ensures that your decisions are impactful, and our aim is to create a mutually satisfying relationship that brings peace of mind to you and your family.