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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.
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Expert Insights and Tips from Your Trusted CPA Firm
Maximizing Tax Benefits for Charitable Contributions: Strategies for Individuals and Businesses
Charitable giving can be a powerful way to support a cause you believe in and leave a lasting legacy. When approached strategically, it can also provide significant tax advantages for both individuals and businesses. Understanding how to align your philanthropic goals...
The One Big Beautiful Bill Act of 2025: What You Need to Know
This article was first featured in the April 2026 issue of Fairfield Lifestyle, which you can find linked here. ARTICLE BY RYAN C. SHEPPARD, CPA, CFF PHOTOGRAPHY BY ALEX TORRES | PARK CITY STUDIOS As a CPA I'm frequently fielding questions about the One Big Beautiful...
How to Handle Taxes on Retirement Accounts After Divorce
Retirement accounts are often among the largest marital assets that must be divided in divorce. Whether you are splitting a 401(k), IRA, pension, or defined benefit plan, it’s crucial to be aware of the potential tax consequences before any transfer occurs. A misstep...
Maximizing Tax Benefits for Charitable Contributions: Strategies for Individuals and Businesses
Charitable giving can be a powerful way to support a cause you believe in and leave a lasting legacy. When approached strategically, it can also provide significant tax advantages for both individuals and businesses. Understanding how to align your philanthropic goals...



