Rolleri & Sheppard CPAs has been privileged to serve a diverse client base, providing our accountants the opportunity to acquire extensive experience navigating a wide range of finance needs. Our services extend beyond core accounting and tax services, reflecting both the versatility and competency of our team, while allowing us to adapt to the unique goals and challenges of every individual and business we serve.
Our Additional Services
A sampling of our additional services includes:
Certified QuickBooks Pro Advisor ®
Efficient financial management is fundamental to every business’s success. As a Certified QuickBooks Pro Advisor®, our firm can help you maximize the potential of your QuickBooks software. From setting it up correctly to optimizing its use, we provide tailored advice to streamline your bookkeeping processes. Whether you’re troubleshooting issues or seeking advanced tips, we guide you every step of the way.
Litigation Support
Leveraging advanced accounting and auditing techniques, our experienced and competent team conducts a rigorous financial analysis and efficiently compiles the information needed to calculate and document potential economic losses or damages. We deliver in-depth reports, reliable expert witness testimony, and assist with financial documentation to strengthen your legal case and support effective dispute resolution.
Peer Review Services
Our Peer Review services reflect our commitment to upholding the highest industry standards. Led by John M. Rolleri, CPA, CFF—an active member of the Connecticut State Society of CPAs Peer Review Committee—our team conducts dozens of peer reviews each year, while also overseeing reviews performed by others. Our comprehensive Peer Reviews facilitate compliance with professional standards and regulations, highlight opportunities for improvement, and strengthen confidence in the integrity and performance of your practice.
Who We Serve
Our accounting and tax services are designed to meet the needs of both individuals and businesses in Fairfield, Westport, and surrounding areas, including:
- Small and medium-sized companies: Supporting efficient and effective operations.
- Startups: Providing scalable financial solutions to fuel growth.
- Legal professionals: Assisting with financial matters in complex cases.
- Accounting firms: Ensuring compliance with industry standards.
- Individuals and entrepreneurs: Offering tailored financial support and guidance.
- Corporations: Delivering comprehensive financial strategies to drive business success.
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
Expertise
Our partners bring over 75 years of combined experience to their work, ensuring every client benefits from an exceptional level of expertise. We carefully select our staff accountants, provide them with top-tier training and ongoing education, and ensure they stay ahead with the latest technology and software.
Tailored Approach
We customize our services to address your unique goals, ensuring that every solution aligns with your needs. We aim to resolve your immediate challenges and pave the way for future success.
Commitment to Excellence
We adhere to the highest professional standards, offering clear communication, accuracy, and timely delivery in everything we do. We combine large firm resources with a small firm personal touch to deliver tailored finance and accounting solutions.
Proven Reputation
Clients and colleagues trust us for our unparalleled service, a reputation built on a foundation of trust, ethics, and forward-thinking strategies. Our partners are recognized as leaders in their field. They regularly educate local business groups through accredited courses and actively contribute to their profession, serving on Connecticut State Society of CPAs tax, peer review, and nonprofit committees.
Contact Rolleri & Sheppard
Whether you’re looking for expert guidance on utilizing QuickBooks, support for litigation needs, or peer-review assistance, Rolleri & Sheppard CPAS is ready to assist.
Contact us today to discuss how we can help you address your unique financial and accounting needs.
Expert Insights and Tips from Your Trusted CPA Firm
What is a Backdoor Roth and How Does It Work?
If you would like to contribute to a Roth IRA but exceed the income limitations, a backdoor Roth can be a useful strategy to access the benefits these retirement accounts can offer. This method is not to be confused with a traditional Roth conversion, which allows for...
Understanding the Tax Consequences of Divorce: Changes to Your Filing Status
Divorce can affect every aspect of your life, including your tax situation. Specifically, your filing status, the deductions for which you may be eligible, and your tax liability can all be impacted when you legally part ways with your spouse. Understanding what...
Employee Compensation and Benefits: Navigating Tax Challenges and Opportunities
If you’re an employer, it’s crucial to manage your tax liabilities effectively. While you may be aware of the business expense deductions you can take, it’s important not to overlook the tax opportunities available in connection with employee compensation and...
What is a Backdoor Roth and How Does It Work?
If you would like to contribute to a Roth IRA but exceed the income limitations, a backdoor Roth can be a useful strategy to access the benefits these retirement accounts can offer. This method is not to be confused with a traditional Roth conversion, which allows for...