For Bookkeepers
A Tax Partner You Can Trust With Your Clients
As a trusted tax partner for bookkeepers, Matthew J. Shustack, CPA, PLLC provides tax preparation and planning expertise while respecting your valued client relationships.
You work hard to build strong relationships with your bookkeeping clients. When those clients need tax preparation or tax planning, you deserve a tax professional who will respect the relationship you’ve built.
At Matthew J. Shustack, CPA, PLLC, we work alongside bookkeepers—not against them.
Our goal is to complement the services you already provide and give your clients access to tax expertise when they need it.
Keep the Bookkeeping. We’ll Handle the Tax Side.
We understand that bookkeeping and tax services often go hand in hand, but they don’t have to be provided by the same firm.
If your clients need help with tax preparation or proactive tax planning, we’re happy to serve as your tax partner while you continue managing the bookkeeping relationship.
You Keep Doing What You Do Best.
You manage the books, financial records, and ongoing bookkeeping relationship.
We’ll Do What We Do Best.
We’ll handle the tax preparation and tax-planning needs that fall within our expertise.
Your Client Gets the Best of Both.
Instead of asking one provider to do everything, your client gets professionals who specialize in their respective areas.
When Your Clients Need More Than Bookkeeping
You may have clients who:
- Need an experienced tax preparer
- Own rental or investment properties
- Are purchasing their first investment property
- Are selling an investment property
- Need help with tax planning
- Have experienced significant business growth
- Are facing a more complicated tax situation
- Need help understanding the tax implications of a financial decision
- Have outgrown their current tax-preparation solution
That’s where we can help.
A Referral Relationship, Not a Competition
We know the relationship between a bookkeeper and their client is valuable.
When you refer a client to us for tax services, our goal is not to take over services you already provide. We want to work alongside you in a way that benefits everyone—especially the client.
We welcome collaboration with the professionals our clients already trust.
Real Estate Investors Are Our Specialty
We have a particular interest in working with real estate investors and small-business owners.
If you work with clients who own rental properties, are growing a real estate portfolio, or need more sophisticated tax planning, we’d be happy to be a resource for you.
Let’s Work Together
If you are a bookkeeper looking for a reliable tax professional to refer your clients to, we’d love to connect.
Let’s build a relationship where everyone wins—including your client.
Book a Consultation Today!
Your financial goals deserve experienced guidance.
Discover how personalized CPA guidance can help you reduce tax burdens, strengthen your financial position, and make more confident decisions. Schedule your consultation today and let’s start planning for your future success together.
Why Choose Us
Personalized Services
Trusted Expertise
Values Driven
Financial Clarity
Lasting Partnership