Our Staff

Our experienced staff is comprised of Managers, Supervisors, Senior Accountants, Staff Accountants, and Para-Professionals.  They are an excellent combination of multiple CPAs, EAs, and are well versed in accounting and taxation.  Our staff take pride in making complex matters easy to understand and they work hard to ensure accuracy and accountability. 

Our highly valuable staff is instrumental in assisting you through all aspects of your business or personal tax or accounting matters.  They have experience in all areas from IRS audits, accounting, audit, review, tax planning, tax returns, and consulting.  Our staff has been involved in IRS court challenges, tax memorandums, outsourced CFO work, and multiple consulting engagements.  They do an amazing job supporting the Partners at the firm at all levels of engagement. 

We work hard to make certain our staff is highly attentive to your specific needs.  We take pride in delivering high touch services tailored to your needs and our staff is the best of the best in delivering that to you with the support of our Partners.   

News & Updates

Partner Ryan Sheppard, CPA video on Restricted Stock Units - June 2022 - RSUs

Partner Ryan Sheppard, CPA was published in the CPA Journal on Divorce and Tax Considerations - December 2021 - Divorce and Tax Considerations

Partner Ryan Sheppard, CPA was published in Bloomberg Tax Management - December 2021 - IRS Allows SALT Workaround...For Some

Partner Ryan Sheppard, CPA video on Biden administration tax policies - June 2021 - Biden tax policies

Partner Ryan Sheppard, CPA video on Stimulus checks - February 2021 - Stimulus checks

Partner Ryan Sheppard, CPA video on PPP forgiveness - December 2020 - PPP Forgiveness

Partner Ryan Sheppard, CPA video on sole proprietors tax strategy - November 2020 - Tax strategy small business

Partner Ryan Sheppard, CPA video on Trump vs. Biden tax policies - October 2020 - Trump vs. Biden Tax Policy

Partner Ryan Sheppard, CPA video on EIDL advantages for Covid relief - October 2020 - EIDL Program

Partner Ryan Sheppard, CPA video on PPP program and tax deductions for PPP expenses - October 2020 - PPP Forgiveness and Tax Deductions

Partner Ryan Sheppard, CPA Writes article for Bloomberg Law - June 2020 - Advising Clients in a Post Covid World

Partner Ryan Sheppard, CPA webinar on PPP Program and more - April 2020 - Navigating PPP and Unemployment 

2018 Tax Law Changes Updates:

Other News:

On June 1, 2016 Ryan Sheppard was appointed Chairman of the Professional Ethics Committee for the State of Connecticut Society of CPAs - CT Society of CPAs Ethics Committee