
Ryan C. Sheppard, CPA
Managing Partner
We understand your goals and with our knowledge and expertise, we work diligently to achieve them.
From tax planning and consulting to tax return preparation; we provide the highest level of service with pro-active advice. We have guided our clients for years on tax reduction strategies, comprehensive planning, and being available and responsive to our clients.
Our firm also provides business solutions including an outsourced CFO program, business tax planning and strategic advice on business growth and succession.
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
Our tax solutions help organizations and individuals manage their obligations and identify opportunities for minimizing liabilities.
Consulting
Whether you’re a startup, an established corporation, or an individual planning for the future, we have solutions to fit your needs.
Audits
Our tailored audit solutions go beyond regulatory compliance, offering insights that empower strategic decision-making.
Expert Tax Solutions for Your Business
At Rolleri & Sheppard CPAs, we specialize in providing tailored tax strategies to help businesses reduce liabilities and maximize savings. Our experienced CPAs are dedicated to keeping your company compliant while optimizing your tax returns, ensuring peace of mind and long-term financial growth.
Comprehensive Financial Planning for Your Future
We offer personalized financial planning services designed to help you achieve your financial goals. Whether it’s retirement planning, investment strategies, or risk management, our team of professionals will guide you every step of the way to secure a prosperous future for you and your family.
Accurate Bookkeeping for Smarter Decisions
Our expert bookkeeping services ensure your financial records are accurate, up-to-date, and accessible. With our help, you’ll have a clearer picture of your business’s financial health, empowering you to make more informed decisions and drive success.

Get Expert Financial Guidance – Contact Us Today!
Our CPA audit services provide thorough financial analysis, ensuring accuracy, compliance, and transparency for your business.
Expert Insights and Tips from Your Trusted CPA Firm
Top Reasons Why Small Businesses Should Invest in Tax Planning Services
If you are a small business owner, your focus is likely on hiring employees, ensuring your daily operations run smoothly, advertising your goods or services, and boosting your bottom line. Notably, tax planning is one key aspect of running a successful company that is...
How the One, Big, Beautiful Bill Impacts Tax Planning Strategies for 2025 and Beyond
The One, Big, Beautiful Bill was officially signed into law by President Trump on July 4, 2025. The Act has numerous implications for both individual taxpayers and businesses. Notably, it extends the business tax cuts of the Tax Cuts and Jobs Act (TCJA), expands lower...
Why Tax Planning Should Be Part of Your Retirement Strategy
Tax planning should play an important role in your retirement strategy to maximize your retirement income and ensure your future is financially secure. Without a plan, your tax liability could diminish your savings and cause significant financial strain. It’s best to...
Top Reasons Why Small Businesses Should Invest in Tax Planning Services
If you are a small business owner, your focus is likely on hiring employees, ensuring your daily operations run smoothly, advertising your goods or services, and boosting your bottom line. Notably, tax planning is one key aspect of running a successful company that is...