Tax Alerts
Tax Briefing(s)

Rolleri & Sheppard CPAS, LLP based in Fairfield County Connecticut, was founded on the premise of commitment, performance and accountability.

Since 1984, Rolleri & Sheppard CPAS, LLP has earned a reputation and high praise in the accounting, auditing and tax community from clients and colleagues alike. Our partners combined have over 75 years experience and are actively involved in their profession. From speaking engagements to sitting on the Connecticut State Society of CPAs tax, peer review and nonprofit committees, rest assured we are on the cutting edge of the latest developments.

We understand your goals and with our knowledge and expertise, we work diligently to achieve them.

Tax planning and consulting to tax return preparation we provide thorough, comprehensive services and pro-active advice. We have guided our clients through tax efficient acquisitions and sales of their companies. We are experts in not for profit organizations. From formation to audit and tax services we provide a complete, thoughtful, and comprehensive approach to the needs of nonprofits.

We have a customized outsourced CFO program for clients who need bookkeeping and accounting services. Our highly trained bookkeepers, supervised by our partners, provide assurance to those businesses looking for accurate, timely financial reporting in a comprehensive accounting package. We are experts in financial services including broker/dealer audits, registered investment advisory services and hedge funds.

News & Updates

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