Ryan C. Sheppard, CPA
Managing Partner
We understand your goals and with our knowledge and expertise, we work diligently to achieve them.
From tax planning and consulting to tax return preparation; we provide the highest level of service with pro-active advice. We have guided our clients for years on tax reduction strategies, comprehensive planning, and being available and responsive to our clients.
Our firm also provides business solutions including an outsourced CFO program, business tax planning and strategic advice on business growth and succession.
Solutions Tailored to Your Needs
Rolleri & Sheppard CPAs offers a range of services designed to meet your financial and accounting needs. Whether you’re an individual or a business, we encourage you to explore each of our practice areas below.
Accounting
Our accounting solutions are designed to ensure regulatory compliance and deliver insights to strengthen your financial foundation.
Tax
Our tax solutions help organizations and individuals manage their obligations and identify opportunities for minimizing liabilities.
Consulting
Whether you’re a startup, an established corporation, or an individual planning for the future, we have solutions to fit your needs.
Audits
Our tailored audit solutions go beyond regulatory compliance, offering insights that empower strategic decision-making.
What Our Clients Are Saying
Ryan brings a level of professionalism, expertise, and dedication that is truly unparalleled. He and the rest of his team possess an in-depth knowledge of tax laws and regulations, ensuring that every aspect of my finances is handled with precision and accuracy. Their upload process is simple and they are quick to respond if presented a question.
They take the time to understand my unique financial situation and goals, providing tailored advice and solutions that have greatly benefited me both personally and professionally.
Top-notch company. Wholeheartedly recommend their services. I’d give them more stars if it were possible.
Doreen Franco
What Our Clients Are Saying
We didn’t have a CPA, we had a tax preparer and there’s a big difference. They are beyond knowledgeable on all the small business tax laws and how everything functions. He is on our side and that is comforting.
I feel confident that they can handle any issue that may arise. We are so grateful to have such a wonderful accounting firm and will continue to recommend them.
Mia F.S.
What Our Clients Are Saying
He is highly knowledgeable with financial planning and tax strategies, and works nicely with our financial planner. Ryan goes above and beyond with the services he provides, I can’t recommend Ryan and his firm enough.
If you hire Rolleri Sheppard you are getting more than just an accountant, you are getting a partner that will aid in your financial success.
Amy DeLardi
What Our Clients Are Saying
Ryan brings a level of professionalism, expertise, and dedication that is truly unparalleled. He and the rest of his team possess an in-depth knowledge of tax laws and regulations, ensuring that every aspect of my finances is handled with precision and accuracy. Their upload process is simple and they are quick to respond if presented a question.
They take the time to understand my unique financial situation and goals, providing tailored advice and solutions that have greatly benefited me both personally and professionally.
Top-notch company. Wholeheartedly recommend their services. I’d give them more stars if it were possible.
Doreen Franco
Expert Tax Solutions for Your Business
At Rolleri & Sheppard CPAs, we specialize in providing tailored tax strategies to help businesses reduce liabilities and maximize savings. Our experienced CPAs are dedicated to keeping your company compliant while optimizing your tax returns, ensuring peace of mind and long-term financial growth.
Comprehensive Financial Planning for Your Future
We offer personalized financial planning services designed to help you achieve your financial goals. Whether it’s retirement planning, investment strategies, or risk management, our team of professionals will guide you every step of the way to secure a prosperous future for you and your family.
Accurate Bookkeeping for Smarter Decisions
Our expert bookkeeping services ensure your financial records are accurate, up-to-date, and accessible. With our help, you’ll have a clearer picture of your business’s financial health, empowering you to make more informed decisions and drive success.
Get Expert Financial Guidance – Contact Us Today!
Our CPA audit services provide thorough financial analysis, ensuring accuracy, compliance, and transparency for your business.
Expert Insights and Tips from Your Trusted CPA Firm
Should I Itemize or Take the Standard Deduction?
One of the biggest questions taxpayers have when preparing their filing is: “should I itemize or take the standard deduction?” While everyone’s financial situation is different, the best choice depends upon which method would result in a lower tax bill. Although...
What is a Backdoor Roth and How Does It Work?
If you would like to contribute to a Roth IRA but exceed the income limitations, a backdoor Roth can be a useful strategy to access the benefits these retirement accounts can offer. This method is not to be confused with a traditional Roth conversion, which allows for...
Understanding the Tax Consequences of Divorce: Changes to Your Filing Status
Divorce can affect every aspect of your life, including your tax situation. Specifically, your filing status, the deductions for which you may be eligible, and your tax liability can all be impacted when you legally part ways with your spouse. Understanding what...
Should I Itemize or Take the Standard Deduction?
One of the biggest questions taxpayers have when preparing their filing is: “should I itemize or take the standard deduction?” While everyone’s financial situation is different, the best choice depends upon which method would result in a lower tax bill. Although...