At Rolleri & Sheppard CPAs, we provide expert tax services designed to meet the unique needs of both individuals and businesses. Whether you’re managing personal finances or navigating the complexities of corporate tax regulations, our experienced team is here to help. With decades of experience, we prioritize accuracy, reliability, and strategic planning to ensure you remain compliant while minimizing your liability. From tax preparation and planning to complex issues like audits or multi-state filings, we are committed to delivering tailored solutions that align with your goals.
Our Tax Services
We offer a comprehensive menu of tax services tailored to meet the unique financial needs of individuals and businesses across a broad range of industries.
Tax Preparation
Our investment in cutting-edge tax preparation software ensures accurate and efficient returns for individuals, corporations, partnerships, trusts, and non-profit organizations.
Tax Planning
Tax planning is a crucial part of the tax preparation process and an essential element of your overall financial strategy. With our proactive approach to tax planning, you’ll stay ahead of the latest changes in tax laws, helping to minimize liabilities now and in the future.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can significantly reduce or even eliminate taxes on the transfer of your business and other assets. For business owners, ensuring business continuity and ownership succession is essential. Our expert team helps you navigate the complex process of organizing your financial affairs, reducing tax obligations, and ensuring a smooth transfer of assets while securing the future of your business and loved ones.
International Taxation
Navigating the complexities of global tax regulations is daunting. Our team has extensive experience assisting U.S. residents working abroad and foreign nationals in the U.S., leveraging a deep knowledge base to simplify international tax matters.
IRS Representation
Facing a federal or state tax agency can be stressful. With years of experience dealing with numerous taxing authorities, we have achieved a level of competence that ensures our clients are well represented. Our proven expertise allows us to provide confident and reliable representation before the IRS and other taxing authorities.
Who We Serve
Our full service public accounting firm provides tax services to a diverse range of clients, including:
- Individuals: From simple tax preparation to complex estate planning, we provide tailored tax solutions to meet personal financial goals.
- Small and Medium Businesses: Whether you require payroll services or strategic tax planning, our team helps optimize cash flow and reduce tax burdens.
- Corporations: We provide the expertise and support necessary to manage complex tax issues, including compliance, international taxation, and succession planning.
- Entrepreneurs and Startups: From navigating tax incentives to structuring your business, we help new ventures build strong financial foundations.
- Nonprofits: We offer specialized support for tax-exempt compliance, reporting, and strategies to maximize funding and resources.
Get Expert Financial Guidance – Contact Us Today!
Our CPA audit services provide thorough financial analysis, ensuring accuracy, compliance, and transparency for your business.
Why Choose Rolleri & Sheppard CPAs
Unmatched Knowledge and Experience
With over 75 years of combined partner experience, we bring deep knowledge and insights to every tax scenario. Our staff accountants are hand selected, receive the best training and continuing education available, and strive to stay on the cutting edge of the latest technology and software.
Tailored Solutions
Every client has unique goals, and we customize our approach to achieve your objectives efficiently and effectively. Our partners are actively involved in the latest accounting updates, tax law changes, and audit developments, giving you the confidence that your needs are being met with the most current knowledge. Because taxes aren’t just a one-time concern, we also provide guidance year-round to keep you informed and prepared.
Cutting-Edge Technology
Our investment in advanced software ensures precision in tax preparation and planning. This technology-forward approach allows us to streamline processes, minimize errors, and maximize efficiency, delivering accurate and reliable results.
Industry Leaders
Our partners, recognized as leaders in their field, educate local business groups through accredited courses and actively contribute to their profession by serving on Connecticut State Society of CPAs tax, peer review, and nonprofit committees. Our managing partner also chairs the State Society of CPAs Professional Ethics Committee.
Contact Our Tax Team
Whether you’re an individual managing complex taxes, a small business focused on growth, or a corporation planning ahead, we’re here to provide the tailored solutions you need.
Contact us today to learn more about how we can assist with your tax needs.
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