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Rolleri & Sheppard CPAs Video Blog: Reviewing Tax Season Basics

Are you prepared for tax season? With this time of year upon us, it’s crucial to arm yourself with the knowledge and preparation needed to navigate it successfully.

In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF reviews some tax season basics, including tips for choosing the right CPA, effective record-keeping practices, IRS audit risk factors, and what to anticipate with tax changes under the new administration.

Expert Insights and Tips from Your Trusted CPA Firm

A Rundown on Trump Accounts

A Rundown on Trump Accounts

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

Tax Season Countdown: What You Need To Know

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

A Rundown on Trump Accounts

A Rundown on Trump Accounts

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

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