*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2150 Post Rd 5th fl
Fairfield, Connecticut 06824
This was my first year working with Rolleri & Sheppard. Ryan Sheppard prepared both my tax return and an annual divorce true-up. The process had some complexities and required careful attention. I truly appreciated the thoughtful, thorough approach he brought to everything. He took the time to understand the details, asked the right questions, and provided expert guidance throughout. The outcome was excellent, and I?m grateful to have been referred to someone so capable and professional.
The best team - I trust them. This is my third year working with the team at Rolleri & Sheppard to help file my taxes and I plan to come back every year. They are extremely responsive, send proactive communications to ensure that I do not miss deadlines, and answer any of my questions. I have worked directly with Sarah M. Shagloof and would highly recommend - she is awesome!
If you?re looking for a top-tier CPA who truly knows his stuff, look no further than Ryan C. Sheppard! His expertise in tax planning, compliance, and savings strategies is unmatched. Ryan is not just knowledgeable?he?s meticulous, ethical, and dedicated to ensuring his clients get the best financial outcomes while staying 100% compliant with tax laws. From navigating complex tax situations to maximizing deductions and credits, Ryan takes a proactive approach that saves clients money and stress. His ability
I've been working with Rolleri & Sheppard CPA's for several years now. Ryan and his colleague , Janelle, have been more than wonderful in providing me with excellent accounting and tax services . With their help , they have saved me from the stress and worry of accounting and tax prep. Janelle has been excellent and so very attentive to all my needs as well as her patience in answering all my questions. It has been an absolute pleasure to work with her as well as Ryan. I highly recommend them and their serv
I can't say enough good things about Rolleri & Sheppard CPAS, LLP. Taxes have always been a source of stress for me, but working with them completely changed that. Everyone at the firm is incredibly responsive and genuinely helpful. They are always quick to reply, patient with all my questions, and incredibly thorough. I felt confident and supported every step of the way. I highly recommend!
When I was on the market for a new accounting firm for my business; I met with Ryan Sheppard. Initially we reviewed and discussed my firm, I was impressed by his kindness, thoroughness, intelligence and attentiveness. Upon working with them over the course of time, and also going through some challenges, everyone, including Alda has been wonderful and patient. I know that when I ask about anything, or any issue, it will be resolved in a professional manner without any concerns. I trust them with my business
Review for Janelle: I had the pleasure of working with Janelle with Rolleri & Sheppard CPAs LLP for my business and personal tax needs, and I couldn't be more satisfied with the service provided. Janelle is incredibly knowledgeable, professional, and detail-oriented. She took the time to understand my unique financial situation and provided tailored advice that helped me save money and plan for the future. What impressed me the most was Janelle dedication to ensuring everything was done accurately and eff
I have the pleasure of working with Ryan and the team on both my personal and small business taxes, and I cannot say enough great things about their firm. Not only are they experts in their field, but they are also incredibly responsive, personable, and supportive in all my financial and tax planning and filing questions and needs. I know I am in great hands in all areas of my financial life, having RCS as my accounting firm, and I strongly recommend them!
We have worked with Janelle for years and love what her and the team do for us. Accounting and bookkeeping across multiple entities and she is a pleasure to work with. Always on time, accurate, and pleasant to work with. She makes us feel important.
Ryan and his team are professional, detailed, and thorough in their work. I feel confident knowing they are looking out for my best interests and helping me achieve the best possible results. I highly recommend their services to anyone seeking a reliable and knowledgeable accounting firm
Ryan Sheppard, CPA is a true professional. His knowledge of accounting practices is endless. We have used his company for audits which are always done quickly and correctly. And he gets right back to you when you have a question!
Ryan Sheppard and team are highly skilled and experienced professionals. We always have enjoyed working together, as we know our clients will be in good hands.
Fantastic experience by Alda and Ryan who worked tirelessly to provide a seamless experience. Truly a trusted advocate in navigating a very delicate and otherwise complicated task. I truly feel like we now have a trusted partner.
If you want an incomplete job done where their problems chase you?and get overcharged by fraudulent accountants, you have come to the right place. Only Janelle is good at what she does and actually cares. Why she stays though, despite knowing how incompetent they are and how they treat clients, I don't know.
For over four years, we've partnered with Rolleri & Sheppard as their technology provider. Their unwavering commitment to security and compliance makes them a pleasure to work with.
I cannot speak highly enough of Rolleri & Sheppard and their exceptional accounting services. From the moment I spoke to Ryan and engaged their services, I knew I was in capable hands. Ryan brings a level of professionalism, expertise, and dedication that is truly unparalleled. He and the rest of his team possess an in-depth knowledge of tax laws and regulations, ensuring that every aspect of my finances is handled with precision and accuracy. Their upload process is simple and they are quick to respond i
If you're looking for the services of a highly competent, knowledgeable, and dependable accounting firm, then look no further. I work for a financial services firm, and frequently need to get information and tax advice for my clients from their accounting firms. In most cases, it's like pulling teeth to get the information I need from the accounting firm, but that's not true with Rolleri & Sheppard. Without exception, I have received quick callbacks with accurate answers to my questions. This firm seems
Ryan Sheppard and his team are top notch! I call them the Bentley of accounting firms! You get what you pay for and we get A+ care and service. We switched to Ryan and his team last year and they were patient and kind with our 87,000 questions regarding our small businesses and personal taxes. We didn't have a CPA, we had a tax preparer and there's a big difference. They are beyond knowledgeable on all the small business tax laws and how everything functions. He is on our side and that is comforting. I feel
My firm has been a client for 10 years. They are wonderful. Responsive, intelligent and professional.
Ryan Sheppard is an incredible accountant and person. He is very responsive, works with impeccable knowledge and a great guy. He has put together a wonderful team. His ability to find solutions is truly remarkable and his exceptional knowledge and skill is so comforting. You will not regret your decision to go with Ryan and his team for all your needs. Highly recommend their services.
We have been working with Knight Rolleri Sheppard since 2014. Ryan Sheppard has been the CPA we've worked with. Ryan handles my business accounting and personal tax filing. Not only is he a great listener but he offers such valuable, priceless, business information that has saved me money and has advanced my business growth. He is highly knowledgeable with financial planning and tax strategies, and works nicely with our financial planner. Ryan goes above and beyond with the services he provides, I can't re
I sought Ryan Sheppard's services when I was newly divorced and overwhelmed. He was not only beyond intelligent, competent and patient but very comforting. He had been there every step of the way assisting me in my business tax returns as well my personal tax returns. There is not enough space in this box to express how amazing Ryan and his company is.
I am a business law attorney and I've worked with Ryan Sheppard on a number of matters. His combination of deep knowledge of taxation and keen business sense is matched by few CPAs I have dealt with in 35+ years of legal practice. I strongly recommend him.
Ryan is our go-to CPA accountant for our clients? tax planning and tax preparation needs. We are a bookkeeping firm with many clients that need help with tax planning or tax preparation. We love to refer clients to Ryan. Not only is Ryan a highly experienced tax professional, but he is also supported by a responsive team that enables him to get the work done. We very much recommend Ryan.
I've use KRS for my personal and business tax needs, I?ve also worked directly with all three partners over the last 15 years on audit engagements. The team is professional, courteous and have a long standing history of commitment. Ryan always makes time for me above and beyond what I could even expect; I receive both immediate financial insight, as well as guidance into decisions about my future. Ryan and his team provide me with great comfort knowing they are always proactively supporting my needs and t
As a business attorney, I have worked on a variety of sophisticated legal transactions with Ryan Sheppard and his team at Knight Rolleri Sheppard. Ryan and his team are extremely diligent and responsive, and they operate at the highest level of expertise. My clients have been extremely pleased with Knight Roller Sheppard and I give them my highest recommendation. Seth L. Cooper, Brody Wilkinson PC
Ryan Sheppard and his extraordinary team have been a blessing to the development of my business! I am a small business owner that was in extreme need of help in every way. They went beyond and above to help me with my IRS issues and organize my business on top of many other things. I thank God for the moral integrity and professionalism of his firm! If you are seeking knowledgeable, heartfelt and passionate assistance you don't need to look any further!
Ryan Sheppard is the ultimate professional. He has intimate knowledge of the tax codes, rules and regulations. Because of this knowledge he is positioned to best represent me and protect my interests. I would GLADLY recommend Ryan to anyone who is looking for an honest, hardworking knowledgeable accountant to serve their accounting needs...whatever they may be.
Knight Roleri & Sheppard CPAS, LLC is a top notch accounting and tax firm. I've been a client for over ten years and continue to marvel at the friendly, expert, and fast service they provide. I've been working with Ryan Sheppard and his team since I became a client and have gone from having them prepare simple personal tax returns, to complex personal tax returns and now returns for my wife's business. I can recommend them highly and frequently do! We are customers for life.
Ryan Sheppard has been our accountant and business adviser for 10 years. The service provided by he and the other members of his firm is excellent. When we have questions they respond immediately. Their advice over the years has contributed to our success.
Despite the many good reviews below, our experience with Rolleri & Sheppard was very disappointing. While the accountant handling our account was on maternity leave, the person handling our account really messed up badly, telling us not to pay anything in April, but to delay our tax payment until September. In late August, when they realized their error, we were told to pay our taxes ASAP. As a result of this mistake, we were penalized thousands of dollars as well as interest. When I called their offic
This is a full-service accounting firm and one of the best in the state. I frequently refer my clients to these CPAs because of their responsiveness, professionalism, and their focus on results at a fair price. I have worked personally with Ryan Sheppard for years--he is well-versed in the most complex tax matters (especially with the new laws) and gives each client (big or small) A+ service.
Ryan Sheppard and the team at Knight Rolleri Sheppard are the best resources around for strategic tax planning and management. I highly recommend this well seasoned, resourceful, and extremely detail-oriented team for tax planning throughout the year and during end-of-year tax prep time.
I have been with Ryan Sheppard for over 15 years. He is not only knowledgable about accounting but in addition has been a tremendous business advisor to me. He is honest and the consummate professional. He advises on advantageious business plans and tax saving strategies. His attention to detail and understanding of tax code is exemplary. I have been throughly satisfied with his services over all these years.
I have worked with Ryan and his team for over 5 years. Ryan's knowledge combined with pro-active approach is exactly what I need for my business. They are always responsive, easy to work with and available to answer any questions. I would highly recommend Ryan and his team for your personal and business accounting needs.
I have worked directly with KRS, Ryan, and Janelle for over seven (7) Years. Led by Ryan, the KRS team has supported my account with great work and advice regarding my personal tax returns; several business tax returns; trust and estates tax returns; and various payroll and non-payroll return filings. They have always been both responsive, professional, and efficient. Further, they have always provided sound, "on-point" advice and guidance. I view them as a trusted and reliable business partner. -- Chri
Ryan, is a true professional and very quick!. I dropped off my taxes to be completed last Monday and week later they were completed and I received a substantial refund! I highly recommend Ryan, for his due diligence, expertise and friendly ways.
Ryan, Janelle and the entire Knight Rolleri Sheppard team are the best in the business. They are incredibly accessible, knowledgeable and deeply care about their clients. I can't say enough great things about this group.
I have been working with Ryan Sheppard of KRS for seven years. I have found Ryan and his firm to be extremely responsive, accurate and professional. I also find that KRS really understands tax law and how to plan for it. Lastly, I so appreciate that I can reach Ryan directly when I have an important question. They get my highest recommendation! Douglas VanderHorn -- VanderHorn Architects, Greenwich CT
I've had the pleasure of working with Ryan Sheppard and his team for over 12 years. Very knowledgeable, easy to work with, and quick to respond to any inquiries or calls. Tax season has never been made so easy. If you are looking for a change, look no more. Give them a call today.
Ryan is extremely professional, incredibly organized, knowledgeable, committed to the client and very thorough. R&S CPA?S are honest and reliable. My go to accounting firm! I highly recommend this accounting firm.
Ryan Shepard is a superb CPA. He has been a trusted advisor to Broder & Orland LLC since the inception of our law firm thirteen years ago. He is a consummate professional and I unequivocally recommend him if you are in need of accounting or business advisory services.
I have personally and professionally worked with Ryan and his team for over 15 years. I have also referred numerous clients to his office. Simply put, they are terrific. Most importantly, they are responsive, diligent, direct and honest. Whether I have a simple or complex issue it is very comforting to know I their office behind me.
I have worked with Ryan for 14 years. His proactive advice and attention to detail is excellent. It provides me great peace of mind knowing my taxes strategies are efficient and compliant with the laws. Ryan is a pleasure to work with.
I've worked with Ryan Sheppard for many years and he's always been the quality of his work has been spot on, professional and on timely. I'd highly recommend him to anyone who'd to upgrade their accounting or anyone who is just starting out.
Great team to work with! Everybody is super friendly / helpful and very attentive
Ryan is a true professional with incredible knowledge. He helped me to start up and run my business. If you want an expert level CPA, look no further. Highly recommended!!!
Phenomenal!!! Ryan and everyone at KRS has been nothing short of spectacular to work with. Taxes, accounting and dealing with the IRS are now a painless process for both personal as well as business needs. My former accountant was slow to respond and handle what i needed - this is far from the case with KRS; they are fast to respond, and handle everything expeditiously and accurately no matter the difficulty of the situation. I wont be going anywhere else for by Tax/accounting needs.
Ryan and his entire staff / other partners have been ultra responsive. There are multiple specialists in various disciplines on their team and we have found them to be extremely knowledgeable, particularly with matters relating to businesses. I hold them in the highest regard.
Mr. Sheppard's knowledge of tax matters, theoretical and practical, and his strong interest and track record in helping develop current, workable tax strategies, make him one of the best tax advisers in business.
Ryan Sheppard and the entire team at Rolleri & Sheppard are the best in the area! Highly recommend. They are detail-oriented, quick to respond and so knowledgeable.
Have worked with Ryan and his team on all aspects of my financial life for 15 years now and have had great success as a result. Always a pleasure to work with and his knowledge and advice is always top notch.
Prompt, efficient and a pleasure to work with. I highly recommend!
Our firm uses KRS for our business and personal tax prep and planning. They have been proactive, helpful, and knowledgeable. We would highly recommend them.
I've worked with team and Knight Rolleri Sheppard CPAS for several years now and highly recommend them. In fact, just this morning I referred a friend for some tax and financial planning.
...great responsive service...i am peter de caprio owner of noelle salon spa boutique in stamford & this group has advised and helped me personally & in business...and i am pleased and comfortable with them...thank you especially ms kandrach & mr sheppard...
We have been very pleased with the professionalism, availability and prompt response time from Knight Rolleri Sheppard CPAS.
Thanks to the help of Ryan Sheppard I am able to embark on my dream business.
I have been very satisfied with Janelle and Ryan's service.
True professionalism at work !
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.