Sheppard Morris CPAs

Ryan and his team helped us with the due diligence process of our initial business acquisition last year. I was so impressed with the detailed analysis that I hired his team to handle my books for the new business. We are now going … More Ryan and his team helped us with the due diligence process of our initial business acquisition last year. I was so impressed with the detailed analysis that I hired his team to handle my books for the new business. We are now going … More Read More

Sheppard Morris CPA has been an excellent tax services firm for us. After moving to Miami a couple of years ago, we wanted to find a capable boutique CPA firm to use for our business and personal taxes for years to come. Ryan and his team did an excellent job in filing our SCorp and personal tax returns, and also went above and beyond in abating tax fees from the IRS and FL local taxation agencies. The team is very responsive, detail oriented, thoughtful and they have an excellent tech stack for the transfer of confidential documents as we prepare for tax filings. Now that our tax compliance needs are up to date, we intend to use Ryan and his team for more strategic tax planning for our family and business. They also referred us to a few local business partners covering other verticals (trust formation, insurance, etc.). The pricing is fair too, considering the service is all inclusive. We are happy customers and certainly recommend Ryan and the firm. Services Trusts & estates accou Sheppard Morris CPA has been an excellent tax services firm for us. After moving to Miami a couple of years ago, we wanted to find a capable boutique CPA firm to use for our business and personal taxes for years to come. Ryan and his team did an excellent job in filing our SCorp and personal tax returns, and also went above and beyond in abating tax fees from the IRS and FL local taxation agencies. The team is very responsive, detail oriented, thoughtful and they have an excellent tech stack for the transfer of confidential documents as we prepare for tax filings. Now that our tax compliance needs are up to date, we intend to use Ryan and his team for more strategic tax planning for our family and business. They also referred us to a few local business partners covering other verticals (trust formation, insurance, etc.). The pricing is fair too, considering the service is all inclusive. We are happy customers and certainly recommend Ryan and the firm. Services Trusts & estates accou Read More

Sheppard Morris has been fantastic to work with. Their team is knowledgeable, responsive, and genuinely cares about getting things right. They took the time to understand my situation and provided clear, straightforward guidance without any … More Sheppard Morris has been fantastic to work with. Their team is knowledgeable, responsive, and genuinely cares about getting things right. They took the time to understand my situation and provided clear, straightforward guidance without any … More Read More