Rolleri & Sheppard CPAs, LLP

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

We are excited to welcome Mawasi Charles, EA, to the firm as a Senior Accountant!With a strong background in audit, fina...
06/22/2026

We are excited to welcome Mawasi Charles, EA, to the firm as a Senior Accountant!

With a strong background in audit, financial reporting, and tax preparation and compliance services, Mawasi brings several years of public experience and holds a federally recognized tax credential supporting his expertise in matters.

Throughout his career, he has worked with a diverse range of clients, providing assurance, compliance, and advisory support while assisting organizations with complex financial reporting and regulatory matters. We are pleased to have Mawasi on board and look forward to the experience and perspective he will bring to our firm and our clients.

For more information about the R&S team: https://rollerisheppardcpas.com/about-us/our-staff/

06/18/2026

Ready to enroll your child in a and jumpstart their ?

A Trump Account is a great way to begin saving for your child's future, and enrolling them is a straightforward, two-step process. If your child is eligible, simply make the election with the IRS and then, once processed, all that's left is to activate the account. This same process applies when requesting the government's $1,000 pilot contribution.

Ryan C. Sheppard, CPA, CFF, walks through the enrollment process and other details about Trump Accounts in this video blog:
https://rollerisheppardcpas.com/videos/a-rundown-on-trump-accounts/

Thank you to another wonderful client for sharing such kind words about their experience with our team!We're so glad to ...
06/15/2026

Thank you to another wonderful client for sharing such kind words about their experience with our team!

We're so glad to hear that Managing Partner Ryan C. Sheppard, CPA's professionalism and extensive knowledge made a positive impact. Knowing that our clients feel supported and can rely on our team for quick, accurate audits and responsive answers is what we strive for.

Learn more about our firm here: https://rollerisheppardcpas.com/about-us/

06/12/2026

Wondering who can actually put money into a , and when that money can come back out?

These new child operate under specific funding and withdrawal rules until the child turns 18, at which point they follow traditional IRA treatment. It's vital for families to know the specifics to avoid confusion.

For a clear guide to the basics of Trump Accounts, see our latest video featuring Managing Partner Ryan C. Sheppard, CPA, CFF: https://rollerisheppardcpas.com/videos/a-rundown-on-trump-accounts/

At Rolleri & Sheppard, earning a client’s trust with both their business and personal well-being means a great deal to u...
06/10/2026

At Rolleri & Sheppard, earning a client’s trust with both their business and personal well-being means a great deal to us.

We’re grateful for the kind words shared by a client about their experience working with our firm, especially through moments that required extra patience, care, and steady guidance.

Our entire team knows that and matters can feel stressful, and that's why we focus on being responsive, professional, and reliable every step of the way.

If you’re looking for a dependable team you can count on, we’d be glad to connect. Contact us today: https://rollerisheppardcpas.com/contact-us/

Congratulations to Janelle Kandrach on her recent to Senior Director at Rolleri & Sheppard!An integral part of our fir...
06/08/2026

Congratulations to Janelle Kandrach on her recent to Senior Director at Rolleri & Sheppard!

An integral part of our firm's success since 2006, Janelle has consistently demonstrated exceptional leadership, a tireless work ethic, and an unwavering commitment to both our clients and our team. Her ability to mentor staff, manage engagements, and deliver outstanding client service has made a significant impact on the growth and reputation of our firm.

This promotion reflects not only Janelle's accomplishments to date, but also the trust and confidence we have in her continued leadership. As Senior Director, she will continue to play a key role in guiding our team, developing talent, and helping shape the future of the firm.

Learn more about our team: https://rollerisheppardcpas.com/about-us/our-staff/

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/

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