John M. Rolleri, CPA, CFE, Senior Partner

John M. Rolleri, Partner

Mr. Rolleri is a graduate of the University of Bridgeport and holds his BA in accounting. 

He began his career with Price Waterhouse as a staff accountant, and continued his career with them through management level. At Price Waterhouse, he provided audit and tax services to several multinational and domestic corporations, a wide array of small to medium size businesses and several not-for-profit organizations. Mr. Rolleri combines both an audit and tax background to provide a comprehensive audit approach.

Mr. Rolleri served in the private sector for Bristol-Myers, Squibb where he was responsible for the startup operations of a new division of the company.

With professional accounting experience in both the public and private sectors, Mr. Rolleri understands the business decisions relative to operating a successful business.

Mr. Rolleri has been appointed by the State Society of Certified Public Accountants to perform peer reviews of other accounting firms which are required by professional standards. He also is a member and former chair of the Society's peer review monitoring committee which provides oversight of the peer review process. In addition, he has chaired the subcommittee of the State Society's standard setting review committee.

Mr Rolleri is widely regarded as an expert in audit and accounting services.  Mr. Rolleri serves as an outsourced CFO for many businesses.  In this area he provides consulting, finanicial reporting and invaluable guidance to his clients as their trusted accounting resource.  

Mr. Rolleri is a member of the American Institute of Certified Public Accountants and of The Connecticut Society of Certified Public Accountants. He is also a Certified Fraud Examiner.

He is a former adjunct professor at the University of Bridgeport and is associated with various civic and business organizations.

News & Updates

Partner Ryan Sheppard, CPA Recently published an article on overlooked tax credits in Fairfield Lifestyle Magazine, April 2024.  Common Overlooked Tax Credits

Partner Ryan Sheppard, CPA and Senior Manager Jayme White, CPA - National webinar presentation on tax aspects of divorce.  Tax aspects of divorce

Partner Ryan Sheppard, CPA video on year end moves in a down market - December 2022.  Year end moves

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