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Services

Tax Compliance

Tax Planning

Transactional Advisory

Forensic Accounting

Ryan Morris

About Ryan

Ryan Morris is a Certified Public Accountant (CPA) with a passion for financial excellence and client success.

Ryan is committed to providing top-notch Accounting and Tax services. Ryan's career began at Marcum LLP, one of the largest accounting firms in the United States. At Marcum, Ryan focused on tax efficient strategies, corporate and partnership structuring, and transactional matters for real estate, private equity, and hospitality clients. After Ryan's time at Marcum, Ryan worked at Terra Group, a leading ground-up real estate development firm in South Florida. Ryan was the Director of Accounting at Terra Group. Ryan operated the day-to-day general accounting function, which includes transactional accounting, operational cash management, family office management and income tax compliance.

Ryan specializes in a range of services, including tax planning and preparation, transactional advisory, and general consulting. His knowledge of tax codes and regulations ensures that clients receive accurate and comprehensive advice tailored to their unique financial situations.

At the core of Ryan's philosophy is a commitment to client satisfaction. He understands that every individual and business is unique, requiring personalized financial solutions. Ryan takes the time to listen, assess, and strategize, working collaboratively with clients to achieve their financial goals. Ryan specializes in providing tailored tax strategies designed for businesses & individuals in real estate and content creation industries.

Ryan studied Accounting at the Florida State University for undergrad and studied Taxation at the University of Miami post-grad for his Florida CPA licensure requirements. When Ryan is not crunching numbers, he enjoys running and spending time with friends and family. Ryan completed the Miami Marathon in 2023 in just under 4 hours and 40 minutes. Ryan also completed the 2023 and 2024 Key Biscayne Half Marathon in about 1 hour and 50 minutes.

Whether you're an individual looking for tax guidance or a business in need of comprehensive accounting services, Ryan is ready to help you navigate the complex world of accounting and tax with dedication.

About Jeff

Jeff brings 35 years of experience to every client interaction. As a Certified Public Accountant, he has spent years building a reputation for delivering exceptional results. Jeff focuses on real estate matters, closely held family businesses, and professional athletes. Jeff's journey began at Coopers and Lybrand (today known as Price Waterhouse Coopers) where he developed a passion for numbers and a commitment to helping clients with their income tax matters.

After his time at Coopers and Lybrand, Jeff began his own accounting firm. Jeff was in practice for over 35 years before forming Sheppard Morris CPAs. Throughout his career, Jeff has cultivated a deep understanding of the tax accounting industry, providing invaluable insights and strategic guidance to clients navigating complex transactions and investments.

Jeff has a proven track record of success in working with closely held family businesses. He understands the dynamics and challenges inherent in family-owned enterprises, offering tailored solutions to help them thrive in today's competitive business landscape. Furthermore, Jeff has developed a niche in serving the tax compliance needs of athletes. Jeff assists athletes and their advisors in staying compliant with federal and state income taxes while maximizing their allowable deductions under IRS and state tax codes. Jeff is known for his integrity, reliability, and commitment to client satisfaction.

When Jeff isn’t preparing tax returns, he enjoys playing golf and tennis, and spending time with his family. Jeff takes the time to understand each client's unique objectives and crafts personalized solutions designed to meet their specific needs and aspirations. Whether you're a real estate investor, a family business owner, or a professional athlete, Jeff is dedicated to helping you with your income tax matters.

How It Works

1

Schedule a Microsoft Teams Call

2

Review Client Information and Accounting and Tax Service Needs

3

Develop Scope, Timeline and Deliverable(s)

4

File Returns Timely, Resolve

Important Filing Dates

Filer Due Date​ Extended Due Date​

Let’s Work Together

Elevate your financial success with our CPA services. We specialize in tailored solutions for businesses and individuals. From tax guidance to comprehensive financial planning, our dedicated team is here to optimize your financial health. Let's work together for a prosperous future.

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