Rolleri & Sheppard CPAs, LLP

Rolleri & Sheppard CPAs, LLP CPA firm with the latest insights and standards in tax, audit, and consulting services.

06/03/2026

Did you know that a Trump Account could provide your child with a $1,000 boost directly from the government?

are brand-new, child-focused, tax-favored accounts created under federal law. They're structured as a special type of traditional IRA for children under 18, and there are a few key details every parent should know.

In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a breakdown. Watch below to learn more:
https://rollerisheppardcpas.com/videos/a-rundown-on-trump-accounts/

Congratulations to Alda Huli on her to Senior !Alda has been a valued member of the Rolleri & Sheppard team since 202...
06/01/2026

Congratulations to Alda Huli on her to Senior !

Alda has been a valued member of the Rolleri & Sheppard team since 2023, bringing dedication, professionalism, and care to everything she does. Her thoughtful approach, attention to detail, and commitment to client service make a meaningful difference for both our clients and colleagues. Congratulations, Alda!

Learn more about our team at the following link:
https://rollerisheppardcpas.com/about-us/our-staff/

There's a lot to know about , a new type of tax-advantaged individual retirement account for children under 18.Parents,...
05/29/2026

There's a lot to know about , 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 broader ?

In our new video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a clear overview of what you need to know. The video reviews:

💰 The basics of Trump Accounts
💸 How they are funded and how withdrawals work
✍️ How to enroll a child in a Trump Account
🏢 What corporations and philanthropists should understand before participating

Watch the full video blog to learn more: https://rollerisheppardcpas.com/videos/a-rundown-on-trump-accounts/

We are excited to welcome David Johnson to the Rolleri & Sheppard team!Joining us as a Tax Manager, David is a licensed ...
05/26/2026

We are excited to welcome David Johnson to the Rolleri & Sheppard team!

Joining us as a Tax Manager, David is a licensed Enrolled Agent, bringing over 30 years of public and Big 4 experience. He provides compliance and advisory services to individuals and businesses, with experience across private client, multistate, expatriate, partnership, and corporate tax matters.

Outside of the office, David is actively involved in the local community and has held leadership roles with Fairfield County-based nonprofit organizations. In his free time, he enjoys exploring local hiking trails with his family.

David brings a thoughtful, client-focused approach and an ownership mindset to helping clients navigate complex tax and business issues and plan strategically for the future. We look forward to the experience and perspective he will bring to our firm.

Click here to learn more about our team: https://rollerisheppardcpas.com/about-us/our-staff/

The end of a marriage is an emotional journey, but it's also a significant financial event.In a , dividing assets requi...
05/20/2026

The end of a marriage is an emotional journey, but it's also a significant financial event.

In a , dividing assets requires complete and accurate financial information. Without it, reaching a fair and equitable settlement becomes incredibly difficult, and that's exactly where a forensic accountant steps in. By digging beneath the surface of standard tax returns and disclosures, we bring crucial clarity to complex financial circumstances.

Objective financial data reduces conflict and empowers you to make well-informed decisions for your future. Read our full blog to learn how protects your interests during a divorce: https://rollerisheppardcpas.com/blog/the-role-of-forensic-accounting-in-divorce-settlements/

You need more than a calculator from your accountant; you need a steadfast partner invested in your success.Navigating ...
05/18/2026

You need more than a calculator from your accountant; you need a steadfast partner invested in your success.

Navigating and can feel overwhelming, and that is why our entire firm is committed to combining deep expertise with a highly personal touch. Hearing that Managing Partner Ryan C. Sheppard, CPA, CFF, and our team have consistently delivered responsive, knowledgeable, and dedicated support means everything to us.

We want you to feel confident and secure in every financial decision you make. If you want an accounting team that puts your peace of mind first, we are here to help. Contact us today: https://rollerisheppardcpas.com/contact-us/

While delivering high-quality services requires a deep level of skill and experience, true professionalism means makin...
05/11/2026

While delivering high-quality services requires a deep level of skill and experience, true professionalism means making the entire process smooth and enjoyable.

We take immense pride in building strong, collaborative relationships with everyone we serve, and are always grateful to receive such kind feedback from our clients.

You deserve an accounting team that puts your success and peace of mind first. Reach out to our team today to experience this same level of dedicated, expert support: https://rollerisheppardcpas.com/contact-us/

While many companies wait until the damage is done to bring in a forensic accountant, the real value lies in stopping fr...
05/06/2026

While many companies wait until the damage is done to bring in a forensic accountant, the real value lies in stopping fraud before it starts.

, including embezzlement, payroll schemes, vendor fraud, and financial statement manipulation, can result in significant issues for a company. Bringing in a early helps you identify hidden vulnerabilities before they can be exploited by wrongdoers.

In our latest blog, we share tips from our financial accountants on how to protect your organization from costly financial misconduct. Read here: https://rollerisheppardcpas.com/blog/how-to-protect-your-business-from-financial-fraud-tips-from-forensic-accountants/

Without the right financial partner in your corner, managing your can quickly become a heavy burden.It’s easy to feel ...
05/04/2026

Without the right financial partner in your corner, managing your can quickly become a heavy burden.

It’s easy to feel weighed down by the numbers, which is why we value the trust our clients place in us above all else. At Rolleri & Sheppard, we'll handle the financial details, freeing you to focus on what matters most: running your business.

Get in touch with us today: https://rollerisheppardcpas.com/contact-us/

Are and a source of stress? You're not alone, but having a trustworthy team by your side can help you handle it all ...
04/29/2026

Are and a source of stress? You're not alone, but having a trustworthy team by your side can help you handle it all with ease.

At Rolleri & Sheppard CPAs, we are proud to build lasting relationships and provide guidance our clients can depend on year after year. Our top priority is your peace of mind, and we're always happy to remove the stress of finances from your plate.

Experience the relief of having a dedicated financial partner in your corner, and contact us today: https://rollerisheppardcpas.com/contact-us/

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2150 Post Road 5th FL
Fairfield, CT
06824

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