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Sheppard Morris CPAs
Expert CPA firm in Miami delivering strategic tax planning and comprehensive accounting solutions for businesses and individuals.
5(5 reviews)
$$$
accountant
accountant
accountants
Comprehensive preparation and filing of SCorp, personal, and business tax returns with accuracy and efficiency.
Personalized tax strategy development to optimize savings and manage estimated taxes for businesses and individuals.
Expert assistance in negotiating and reducing tax fees from IRS and local taxation agencies.
Monthly bookkeeping and accounting services to maintain financial records and ensure compliance.
Guidance on business formation, tax strategies, and referrals to partners for trusts, insurance, and more.
Financial advice and tax management for investment portfolios, real estate, and personal finances.
Expert CPA firm in Miami delivering strategic tax planning and comprehensive accounting solutions for businesses and individuals.
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Sheppard Morris CPAs is a premier boutique accounting firm located in Miami, specializing in tax services, accounting, and financial consulting. With a 5-star rating from 92 reviews, we serve businesses and individuals with personalized, detail-oriented solutions. Our team excels in tax filing, IRS fee abatement, strategic tax planning, bookkeeping, and business setup, leveraging an advanced tech stack for secure document handling. We are dedicated to maximizing savings and providing responsive, professional support for all your financial needs.
I am a retired Miami attorney with several sources of investment income. Ryan has helped me manage my estimated taxes effectively I highly recommend his services.
Ryan, and his entire team deserve maximum praise for their dedication, expertise, efficiency, and overall professionalism! I interviewed the Sheppard morris firm to take over our yearly accounting and tax prep initially. Was with 2 firms previously over the last 11 years. There is no comparison to what their firm provides in each and every category. Since taking over our tax and accounting yearly requirements, I’ve also allocated our monthly bookeeping to be sourced through them as well. In addition, they are always giving sound advice on anything that arises financially for my business, investment portfolios, partnership with commercial real estate portfolio, and personal taxes. All of which they now do as well. I couldn’t be happier with shifting my entire organizations needs, which is a tall order, and the way they have far exceeded expectations with.
Ryan is the best CPA I’ve worked with. He’s excellent with complex tax issues, has saved me well into the six figures, and is extremely organized with a strong grasp of technology.
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.
Sheppard Morris is the BEST CPAs in town. I have a digital Marketing agency and Ryan helped me set everything up properly to ensure I had the best tax strategy. He saved me a ton of money and also helped me back track previous tax years that need to be fixed / improved. I highly recommend Sheppard Morris, I had the best experience and recommend them to everyone.
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