About Us

Rolleri & Sheppard CPAS, LLP is a full service public accounting firm. We have large firm resources with a small firm personal touch. We understand every business is different, and your tax and accounting solutions should be tailored as such. We believe in active involvement. We are your business consultants, part of your management team to implement and execute strategies and methodologies to achieve the results.

We believe in understanding your goals first then tailoring an approach to achieve your objectives. Rest assured with our experienced partners and staff you will have access to our highly trained team. Our approach is simple, we focus on the results, and with our team approach we ensure we achieve your objectives.

 

Our partners are widely recognized as experts in their field. With more than 75 years of experience they have the foundation and knowledge to understand your needs. In addition, our partners are actively involved in the latest accounting and audit updates and tax law changes. Our partners regularly speak in front of local business groups including accredited courses. Our partners are also actively involved in their professions. They sit on the Connecticut State Society of CPAs tax, peer review and nonprofit committees. They are highly ethical professionals at the top of their field.

 

Our staff accountants receive the best of training and are hand selected to join our firm. They are on the cutting edge of the latest technology and software. Our staff keep up to date with continuing education.

 

Our administrative staff are highly trained as well. Our bookkeeping and payroll staff are accurate, diligent, and solutions focused. They have extensive experience with QuickBooks and payroll software.

 

Our philosophy is simple, clear communication is everything. Accounting and tax can be complicated, it is our mission to provide you tailored and comprehensive solutions in an easy to understand and accessible approach.

 

News & Updates

Partner Ryan Sheppard, CPA Recently published an article on overlooked tax credits in Fairfield Lifestyle Magazine, April 2024.  Common Overlooked Tax Credits

Partner Ryan Sheppard, CPA and Senior Manager Jayme White, CPA - National webinar presentation on tax aspects of divorce.  Tax aspects of divorce

Partner Ryan Sheppard, CPA video on year end moves in a down market - December 2022.  Year end moves

Partner Ryan Sheppard, CPA video on Restricted Stock Units - June 2022 - RSUs

Partner Ryan Sheppard, CPA was published in the CPA Journal on Divorce and Tax Considerations - December 2021 - Divorce and Tax Considerations

Partner Ryan Sheppard, CPA was published in Bloomberg Tax Management - December 2021 - IRS Allows SALT Workaround...For Some

Partner Ryan Sheppard, CPA video on Biden administration tax policies - June 2021 - Biden tax policies

Partner Ryan Sheppard, CPA video on Stimulus checks - February 2021 - Stimulus checks

Partner Ryan Sheppard, CPA video on PPP forgiveness - December 2020 - PPP Forgiveness

Partner Ryan Sheppard, CPA video on sole proprietors tax strategy - November 2020 - Tax strategy small business

Partner Ryan Sheppard, CPA video on Trump vs. Biden tax policies - October 2020 - Trump vs. Biden Tax Policy

Partner Ryan Sheppard, CPA video on EIDL advantages for Covid relief - October 2020 - EIDL Program

Partner Ryan Sheppard, CPA video on PPP program and tax deductions for PPP expenses - October 2020 - PPP Forgiveness and Tax Deductions

Partner Ryan Sheppard, CPA Writes article for Bloomberg Law - June 2020 - Advising Clients in a Post Covid World

Partner Ryan Sheppard, CPA webinar on PPP Program and more - April 2020 - Navigating PPP and Unemployment 

2018 Tax Law Changes Updates:

Other News:

On June 1, 2016 Ryan Sheppard was appointed Chairman of the Professional Ethics Committee for the State of Connecticut Society of CPAs - CT Society of CPAs Ethics Committee