Sheppard Morris CPAs

Sheppard Morris CPAs

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, expertise, and responsiveness. The team is commended for making complex tax and accounting processes stress-free, offering tailored solutions, and providing clear, proactive advice. Clients appreciate their attention to detail, efficiency, and ability to maximize returns or savings. Many note the friendly, approachable demeanor and reliability, emphasizing strong communication and timely results. The consensus is overwhelmingly positive, with repeated recommendations for both personal and business accounting needs.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Real Estate
QuickBooks
GAAP Compliance
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Real Estate
QuickBooks
GAAP Compliance
Multi-state Experience

Contact Information

Address

848 Brickell Ave #605

Miami, Florida 33131

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

I've had a great experience working with Sheppard Morris CPA. Ryan is extremely knowledgeable, responsive, and incredibly detail-oriented. He took the time to provide clear, actionable advice that helped streamline both my personal and business taxes. I really appreciated his professionalism and how accessible he was throughout the process. Highly recommend!

Top-notch service and expertise! Ryan and his team at Sheppard Morris are exceptional. I?ve engaged them for tax planning as well as business and personal accounting. Their knowledge and communication truly stand out. Having worked with many accountants across my businesses, I can confidently say they are the best I?ve encountered. I highly recommend them for all your accounting needs.

Ryan does an incredible job every year helping me file my taxes. Even though I?m a CPA myself, I choose to work with him because he makes the process so easy and stress-free. His expertise and professionalism are unmatched, and I highly recommend him to anyone looking for reliable and efficient tax assistance.

I have a home remodeling company so that being said 2024 we did good with our numbers and my prior CPA didn't help me at all with my deductions and etc. That being said I found Ryan and his team and let me just say they are absolutely amazing !! Helped with my tax returns super quickly and efficiently ! Customer service also out of this park ! Definitely recommend to anyone looking for a CPA !!

Ryan is an exceptional accountant who goes above and beyond to ensure his clients' financial success. His attention to detail, professionalism, and in-depth knowledge of tax laws and financial planning are truly impressive. He takes the time to explain complex concepts in a way that's easy to understand, ensuring that I feel confident in every financial decision. Ryan is always prompt, reliable, and approachable, making the entire process seamless and stress-free. I highly recommend his services

Exceptional Service and Expertise! I couldn?t be more impressed with the team at Sheppard Morris CPA?s! From the moment I walked in, their professionalism and attention to detail were evident. They took the time to thoroughly understand my needs and provided tailored solutions that saved me both time and money. Their expertise in tax planning and business accounting is second to none, and they?re always proactive in offering advice that benefits my bottom line. The level of communication and transparency

Ryan is incredibly knowledgeable and honest. As a business owner I feel like many accountants I?ve spoken too are trying to sell me extra services or trying to get me to spend on things I don?t need. Ryan is professional, knowledgeable, smart, and very honest and I?d recommend him to anyone I know in need of a competent CPA.

I recently had the pleasure of working with Ryan for my tax preparation and financial planning needs, and I cannot recommend him highly enough. From the very first consultation, it was evident that Ryan takes the time to truly understand his clients' unique situations and needs. What stood out to me was his exceptional patience. Navigating taxes and finances can often be overwhelming, but Ryan approached every question and concern I had with care and thoroughness. He took the time to explain complex concep

Ryan is an invaluable asset to any business looking for a CPA. He is an expert in tax and accounting services, paired with a remarkable work ethic. If you need something done, he's your man. Cant recommend him enough!

I highly recommend Ryan as an accountant! Working with Ryan has been an absolute pleasure. He is incredibly knowledgeable, professional, and always goes above and beyond to ensure that my financial needs are met with precision and efficiency. Ryan's expertise in tax planning and financial strategy has been instrumental in helping me navigate complex financial decisions. He communicates clearly and expediently. What sets Ryan apart is his dedication to client satisfaction. He is responsive, proactive, and

I?ve had the pleasure of working with Ryan on multiple occasions. His knowledge in the accounting space is unparalleled. Working with him is a great experience as communication is seamless and he is very transparent. Would highly recommend anyone needing accounting services or quality of earnings on a transaction.

I referred a client of mine to Ryan and his team. They were incredibly receptive and professional when working with the shared client. They do great tax work and provide foundational advice that helps their clients with planning for their future. Highly recommend!

I have been working with Ryan for a year now and could not be more satisfied with his services. He is professional, knowledgeable, and always take the time to explain complex financial matters in a way that's easy to understand. Whether it's tax preparation, financial planning, or day-to-day accounting, Ryan delivers accurate and timely results. I particularly appreciate his attention to detail and proactive approach to identifying potential issues before they become problems. It's clear he genuinely cares

Ryan Morris has been a wealth of knowledge and an invaluable resource in helping me start my business. From applying for my LLC to providing ongoing financial guidance, he has made the entire process smooth and stress-free. Ryan is incredibly reliable, always prompt in answering texts and emails, and his organized, professional approach has given me confidence in every step of my journey. I highly recommend Ryan for anyone in need of an accountant who goes above and beyond to support their clients

Ryan has helped out everytime that we needed him to especially when we need things done quickly and in a timely matter. Ryan has been nothing but amazing to work with. I would recommend him and his team for any job you need done.

Great firm, precise, makes you feel comfortable with the process. Was searching for a great CPA and Ryan was terrific in helping me navigate what I needed for my company. Efficient and cost effective.

Ryan and his team have been a game-changer for my business. Their tax planning and advisory services have made a huge difference in how we approach our financial strategy. They take the time to really understand your goals and provide tailored advice that makes sense. Highly recommend reaching out to Ryan If you're looking for a reliable and knowledgeable CPA firm.

Ryan has been an invaluable asset to my financial well-being. His expertise and attention to detail have consistently exceeded my expectations. Whether navigating complex tax matters or providing insightful financial advice, Ryan demonstrates a profound dedication to his clients' success. His professionalism and responsiveness make working with him a pleasure. I highly recommend Ryan Morris, CPA, for anyone seeking top-notch accounting services.

Ryan displays a friendly and approachable demeanor, making the entire tax return process stress-free. Ryan takes the time to understand my specific needs and tailors his services to align with my goals. I highly recommend. Professional and efficient!

If you need a CPA, Ryan is your man! He worked with me to properly and accurately organize my books, file my business tax returns and my personal tax returns. Makes the process easy, lightweight, and efficient. Ryan is very personable and has a high attention to detail as well. He always has an eye "around the corner" for tax planning and other accounting aspects for both my business and personal taxes. Highly recommend! The best CPA in South Florida/Miami for sure!

amazing team, super efficient and great at what they do, they were able to help save me and my company a lot of money during the 2024 tax season and are very knowledgeable

Ryan is great in helping my clients with tax efficiency on their portfolios. His approach is always current. I feel confident knowing that Ryan is consistently up to date on the latest market trends and analysis.

Ryan is very knowledgeable and great to work with!! I highly recommend him and he will be my accountant for many years to come. He helped me with both my personal and business taxes and made the whole process easy and understandable. Ryan is very responsive and easy to work with.

The office have been doing my taxes for quite some time and they have provided excellent services. They are very professional, knowledgeable and great customer service, even through the year if I have any tax questions, Ryan will go out of his way to answer any questions that might help me for the following year. Highly recommend it!!!!

I highly recommend Sheppard Morris CPAs for their exceptional service! A special shoutout to Ryan, who went above and beyond in preparing both my small business and personal income taxes. His expertise and attention to detail made the entire process smooth and stress-free. Thank you, Ryan, for your outstanding support!

Ryan?s expertise and professionalism are unmatched. He helped me with invaluable advice and guidance through tax season. His attention to detail truly sets him apart. Made taxes completely stress-free while maximizing my return.

Ryan is the best CPA I have come across thus far. He is responsive, attentive, & always keeps his word. I feel at peace as a business owner knowing that Ryan is involved. 10/10 would recommend.

I used Ryan to help me get my Buisness started. From start to finish Ryan was awesome. From filing the paperwork for the llc, to helping me with my tax status, as well as preparing the Buisness for success down the road Ryan has been super helpful and I will continue to use him for my future accounting needs. I chose to go with Ryan because he got back to me in a timely manner, and was on top of everything!

Ryan and Jeff are two guys who just get it & get it done! Had hired them to help with my business and got the books cleaned up on quickbooks & helped w filling my taxes as well! 5/5! Best in business and great customer service as well. Highly recommend!!

I could not have been happier with my experience working with the Sheppard Morris CPA team. It is so clear that customer service is at the top of their priorities. Ryan was incredibly attentive and got my return done so quickly. Best accounting service I?ve ever used!!

The team at Sheppard Morris is absolutely incredible. I work primarily with Ryan and he is very professional and abundantly knowledgeable. I cant recommend them enough to anyone seeking a CPA.

I needed help understanding my filing requirements with both W-2 income and schedule C income. Ryan was able to explain how I could deduct certain business expenses and ultimately helped me set up my s-corp to file my taxes in future years. Highly recommend his services

Ryan is a phenomenal CPA! With his extensive expertise, you can expect personalized service, proactive guidance, and reliability. I am very pleased with his services and expect to be using him for the foreseeable future.

After my last CPA took on too many clients and didn?t really help me I luckily stumbled across Sheppard Morris CPAs. When I had my first discussion with Ryan I knew I was in the right place speaking to someone with knowledge and experience. He addressed all of my concerns and discussed a plan ultimately providing me with the reassurance knowing I was in the right hands.

Highly recommend Ryan as a tax professional. I am an attorney and Ryan understood my industry and certain tax incentives for my profession. Timely, efficient, and cost effective. Will for sure use Ryan next year

Ryan will be my go-to accountant from here on out! Incredibly helpful, fast turnaround, and communicative throughout the entire process. If you?re looking for excellent tax services, look no further.

Ryan is great. He made filing taxes so much easier. He is very attentive and very pleasing to work with. Highly recommend!

Just moved over to Sheppard Morris they helped me manage my accounting for my rental properties and prepared my tax returns. Great service.

I recently had the privilege of working with Ryan and my experience was nothing short of outstanding. Ryan exhibited an unparalleled level of expertise and professionalism that significantly contributed to my financial peace of mind during the tax season.

I appreciate the work Ryan and Jeff did for me this tax season. They were helpful and thorough during the process with quick turnaround. Definitely looking forward to working with them in the future.

Ryan helped me structure a securities based loan to use for a down payment on a rental home. Very smart and easy to deal with from start to finish.

Ryan is a great accountant and since I'm so busy we were able to get all my taxes done through his portal and teams for review

Ryan is my CPA for my business and me individually. He is a one stop shop for all of our accounting and bookkeeping needs. He is very creative and thinks outside the box to help solve problems, which I feel like most CPAs do not.

Amazing services? such a knowledgeable young man ? very impressed with his attentiveness to detail and unique perspectives. In my 25+ years as a small business owner, no one has been as savvy in sorting my complicated taxes as Mr. Morris has. Close your entries the right way!

Ryan helped me work through my taxes expeditiously and is always available to answer my questions!

Ryan is a great resource to my business. He is responsive and always coming up with strategies that are practical to make my accounting function smooth.

I recently had the pleasure of working with Ryan Morris, CPA with Closing Entry and I am compelled to share my positive experience. From start to finish, Ryan Morris, CPA demonstrated a level of professionalism, expertise, and dedication that truly sets him apart from other accountants I have worked with.

Ryan is knowledgeable and professional. He was attentive and he provided me with the best solutions.

Ryan is very professional and knowledgeable. He had answers for all my questions and was able to give me detailed responses with great expertise in the field. He answers quickly and is great to work with!

Ryan helped my file my scorp and personal return this year. It was super smooth and I understand a lot more than I did before I came to him.

Ryan is extremely professional and knowledgeable. He helped answer all my financial questions. He responds quickly and is easy to work with!

Ryan and Jeff are great to work with and you can complete your tax return on teams with them and through their client portal super easily.

Ryan has filed our tax returns for the last several years and it has been a very positive experience, utmost professional.

One of the best in the biz! Ryan was excellent and provided me with everyone our company needed to succeed! 5 stars

Ryan is phenomenal to work with. Easy going, very smart, and always available for me. Thank you Ryan!

Ryan was very helpful, responsive and efficient in helping me with my taxes! The process was clear and painless.

Ryan has extensive tax knowledge and has helped me and my business prepare for tax season accordingly - highly recommend 10/10.

Best firm in the business. Strategy, attentive and always has your best interest

Ryan helped me file my taxes. I?m a sports card influencer that lives in Vegas and Ryan made the process super smooth

I hired Mr. Morris to file my taxes. He was quick, efficient, and accurate. I will definitely hire him again for all my accounting needs.

I never imagined an accounting service could be this efficient and professional. They save us time, money, and stress. Highly recommended!

Ryan is a great accountant and makes the filing process very easy!

Professional. Punctual. Progressive. 5/5 stars for Sheppard Morris. Recommend them for any tax-accounting needs.

Ryan is the best! Answers immediately and treats his clients like family.

What I value the most is their transparency and constant communication. We know exactly where we stand and where we?re heading, without unpleasant surprises.

Super attentive, A+ results! Pleasure to work with, would highly recommend.

Jeff is a fantastic accountant and provides white glove service.

Very smooth workflow and always answered when I had questions. Highly recommend

Always responsive - no matter the time of the day. Trusted, professional, and always on point.

Great service and very responsive which is rare for an accountant.

Best accountant I?ve ever worked with. So seamless

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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