Walter Shuffain
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Xero
Who they say they serve: real estate, dental, professional services, manufacturing, technology (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Walter Shuffain | home page Nov 12, 2026 | |
| Website | https://wsadvisors.com/ | home page | |
| Office locality | Boston, MA | home page | |
| Service area | United States (stated by the firm) | /services/finance-and-accounting-solutions | |
| Phone | +16174472700 | home page | |
| Offers bookkeeping | Documented: ...every stage, complex families, and high-net-worth individuals that need more than basic bookkeeping-bringing structure, clarity, and consistency to financial operations. Our role... | /services/finance-and-accounting-solutions | |
| Payroll coordination | Documented: ...entities, trusts, and investments. Bill Pay & Household Management Bill pay, household payroll, cash flow oversight, vendor management, and day-to-day financial execution.... | /industries/private-client-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...your business. Full-Picture Advisory We don’t silo our thinking to tax filings and financial statements. Our partners advise on hiring, financing, operations, growth, and personal... | /about | 6 pts (max 6) |
| Industries served (documented) | real estate, dental, professional services, manufacturing, technology | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Xero | /services/finance-and-accounting-solutions | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/finance-and-accounting-solutions | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Michael Charles Cooper · CPA (self-reported to the IRS, not a state license) · business name on the record: Walter & Shuffain, P.C. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Michael Cooper, Partner | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): AP / AR (0 pts, max 4); Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Michael Charles Cooper under the business name 'Walter & Shuffain, P.C.' in Boston, MA. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Walter Shuffain's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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