Rolleri & Sheppard CPAS, LLP

Meet Sarah Shagloof, Senior Accountant at Rolleri & Sheppard CPAS, LLP. Sarah has been a valued member of our team since 2021. With experience in both individual and business tax preparation, she also provides tax planning services, helping clients prepare for a secure financial future. In her free time, Sarah enjoys taking her dog for walks and baking elaborate cakes for friends and family. For more about the Rolleri & Sheppard team, see the following link: https://lnkd.in/eq6aQrTv #Accountant #TaxPlanning #MeetTheTeam

What are the basics of the tax rules surrounding alimony? If alimony impacts your financial situation, understanding the tax rules is essential, and having a clear grasp of these regulations can help you plan effectively and avoid potential complications. In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down the fundamentals of alimony tax rules, explores changes to these regulations and the reasons behind them, and what this means for your taxes if alimony is a factor. Watch the full video: https://lnkd.in/ezZvchKu #Alimony #FinancialPlanning #Taxes

Meet Randi Weinstein, Audit Manager at Rolleri & Sheppard CPAS, LLP. Since joining the team in 2015, Randi has been an invaluable asset, managing an array of responsibilities including accounting, sales tax, auditing, and attestation services. An integral part of our audit team, she oversees Broker Dealer and Not-For-Profit audits, along with other A&A engagements. Additionally, Randi serves as a trusted Bookkeeper and Management Advisor, delivering exceptional service to several of our high-profile clients. Randi is a certified public accountant whose career has spanned both the public and private sectors. She began her career as an auditor with a “Big 8” Accounting firm before taking on the role of Budget Analyst for the U.S. Atlanta Olympic Committee during the 1996 Olympic Games. She later served as a Financial Analyst for a leading consumer goods company, all while consistently providing exceptional bookkeeping and managerial services to independent clients throughout her professional journey. Her career has come full circle working at Rolleri and Sheppard, and we are lucky to have her. To learn more about the Rolleri & Sheppard team, please click the link below. https://lnkd.in/eq6aQrTv #MeetTheTeam #CPA #Accounting

Alimony is a key consideration for many divorcing couples, and it's crucial to understand how it may impact your taxes. In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, discusses the tax rules surrounding alimony, including an overview of alimony reconciliation and its importance, how children and dependency work for divorced parents, property splits, and more. Watch the full video to learn more: https://lnkd.in/ezZvchKu #Alimony #FinancialPlanning #Divorce

Meet Janelle Kandrach, Audit Manager at Rolleri & Sheppard CPAS, LLP, and a dedicated member of our team since 2006. Over the years, Janelle has developed deep proficiency in accounting, payroll, sales tax compliance, and the implementation of systems for newly established businesses. She is a trusted advisor to our clients, focusing much of her time on non-profit and broker-dealer audits, as well as other A&A engagements. In her free time outside of the office, Janelle channels her creativity into crafting, sewing, and baking, where she brings her artistic talents to life. Learn more about the Rolleri & Sheppard team below: https://lnkd.in/eq6aQrTv #Accounting #MeetTheTeam #TaxCompliance

Meet Bryan I. Coutermash, CPA and Tax Supervisor at Rolleri & Sheppard, CPAS. Bryan is a seasoned CPA, noted for his versatility and knowledge in matters of taxation and financial accounting. His experience includes nonprofit and broker-dealer audits, individual and business taxation for partnerships, corporations, and trusts, as well as navigating IRS audits and issues of state taxation such as allocation and apportionment. Bryan prides himself on being a trusted advisor to his clients and a supportive colleague to his team. When not at the office, you can likely find him at a concert or enjoying the outdoors. Learn more about the Rolleri & Sheppard team below: https://lnkd.in/eq6aQrTv #FinancialAccounting #CPA #MeetTheTeam

Tis the season! Connecticut Society of CPAs (CTCPA)

Meet Jessica Erlingheuser, CPA, Tax Manager at Rolleri & Sheppard, CPAS. Jessica is a respected tax professional bringing experience and expertise in both individual and business taxation. She provides tax counsel, forward-thinking advice, and review of complex tax matters including individual foreign tax matters. As a leader in the firm, Jessica is a trusted advisor to our clients and applies her in-depth, up-to-date knowledge of tax law to each individual client’s situation. To learn more about the Rolleri & Sheppard team, click the link below: https://lnkd.in/eq6aQrTv #CPA #Accountant #Taxation

Meet Ryan C. Sheppard, CPA, CFF, a distinguished partner of the Rolleri Sheppard team: With deep knowledge in divorce, tax compliance, tax planning, and business consulting, Ryan brings a wealth of knowledge to privately held companies, individuals, and non-profit organizations. As a seasoned advisor, he provides strategic, forward-thinking guidance in areas like mergers and acquisitions, long-term tax advice, and owner compensation matters. Ryan is not only a trusted tax specialist but also a highly respected litigation support consultant in family law, having shared his insights in state court and through numerous published works. He actively contributes to professional organizations, including serving as Chairman of the Connecticut Society of CPAs Professional Ethics Committee. More information at https://lnkd.in/eK5QPYFN #TaxPlanning #TaxCompliance #BusinessConsulting

Meet Jayme White, CPA, EA and Partner at Rolleri & Sheppard CPAS, LLP. Jayme has been with the firm since 2013, where she handles complex tax matters, taxation of high-net-worth individuals, IRS and state audits, and multi-state and foreign taxation. She has consulted on numerous cases involving litigation support and forensic analysis, with experience including attorney support, reconciliation preparation and analysis, and review of divorce and separation agreements. Outside of Rolleri & Sheppard, Jayme contributes as a cabinet member for multiple groups within the Connecticut Society of Certified Public Accountants and is on the Board of Trustees for the Accounting Scholarship Foundation. Additionally, she is an Enrolled Agent recognized by the IRS, and is a member of both the National Association of Enrolled Agents and the Connecticut Society of Enrolled Agents. For more about Jayme, see below: https://lnkd.in/ePRaA9uT #Accounting #MeetTheTeam #CPA