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
Consulting
Audits
Divorce
Retirement
Other Services
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 Insights and Tips from Your Trusted CPA Firm
How to Navigate Multi-State Tax Filings for Growing Businesses
Expanding your business operations across state lines can create significant opportunities for growth and long-term success. It can also bring tax implications that can be challenging for an entrepreneur to navigate. Without a clear compliance strategy in place, you...
5 Ways Professional Bookkeeping Services Can Save Your Business Time and Money
From managing the company’s operations to marketing and supervising employees, small business owners often wear many hats. Bookkeeping in particular is one of the most time-consuming and arduous tasks an owner can take on. While a do-it-yourself approach might seem...
Should I Do a Roth Conversion?
A Roth conversion can be a highly effective tax-planning tool. This financial maneuver allows you to move pre-tax money from a traditional IRA or 401(k) into a Roth IRA, enabling tax-free withdrawals in retirement. However, whether you would benefit from a Roth...
How to Navigate Multi-State Tax Filings for Growing Businesses
Expanding your business operations across state lines can create significant opportunities for growth and long-term success. It can also bring tax implications that can be challenging for an entrepreneur to navigate. Without a clear compliance strategy in place, you...