About
Co-founded by Ryan Morris, CPA, and Jeffrey Sheppard, CPA, the firm brings a wealth of experience in real estate, private equity, M&A transactions, and high-level tax planning. Ryan helps investors report their crypto transactions accurately and assists clients in tax audits, substantiating transactions, and presenting compliance. Additionally, Ryan helps investors comply with FBAR & FATCA reporting for crypto when using offshore exchanges and wallets. Ryan’s focus includes tax advisory for real estate partnerships and private equity groups and handling accounting, tax, and compliance matters for high-net-worth families. Jeff has extensive experience in corporate tax strategy, business structuring, and compliance, making him a trusted advisor for growing enterprises and sophisticated investors. Both handle an increasing number of cryptocurrency & digital assets taxation and recommend compliance and reporting tools for DeFi transactions, NFTs, staking, mining, liquidity pools, and tokenized assets.
Experience and qualifications
Ryan Morris is a Certified Public Accountant (CPA) and licensed in the United States. Additionally, Ryan is a 2025 Horizon Award Winner Recognized by the Florida Institute of Certified Public Accountants (FICPA). He holds a Bachelor's in Accounting from Florida State University and is a member of the Florida Institute of Certified Public Accountants (FICPA), as well as an active participant in the Fort Lauderdale Executive Association.
Jeffrey Sheppard is a Certified Public Accountant (CPA) and licensed in the United States. He holds degrees in Accounting and Business Administration and is a member of the Florida Institute of Certified Public Accountants (FICPA)
Client focus
1. Business Owners & Entrepreneurs
The firm works with small to mid-sized businesses, startups, and professional service firms, helping them with:
Business structuring and tax efficiency
Financial modeling and capital raising
Ongoing managed accounting and compliance
Exit planning and M&A advisory
2. Real Estate Investors & Developers
With a strong background in real estate partnerships, private equity, and tax structuring, the firm supports:
Property investors and developers
Real estate syndicators and fund managers
3. Private Equity, Family Offices & High-Net-Worth Individuals
The firm advises wealthy individuals, investment funds, and family offices on:
Tax-efficient investment structures
Multi-entity tax planning and compliance
Estate and succession planning
Portfolio tax optimization
4. Digital Asset & Cryptocurrency Investors
As the financial landscape evolves, the firm assist clients with cryptocurrency and digital asset taxation, including:
Crypto trading and tax reporting
DeFi, staking, and liquidity pool transactions
DAO structuring and compliance
IRS audits and tax controversy support
Service offerings
Sheppard Morris CPAs use modern technology and automation to provide accurate, efficient, and compliant tax and accounting services for clients involved in digital assets and cryptocurrency transactions. Using analytics tools, automated tracking software, and AI-driven tax reconciliation, the firm helps clients remain compliant while optimizing their tax positions.
