Headshot of Robert Shefferly

I enjoy maintaining our family’s cars, everything from changing the oil, belts, brakes, plugs, and shocks/struts.
Robert Shefferly III
Partner, CPA, MST

Experience

I serve in a leadership capacity as a member of the firm’s National Tax Office, specializing in assisting private equity funds, portfolio companies, Searchers, Search Funds, and owner-operated, privately held corporations and partnerships.

I specialize in advising clients on complex tax planning and the tax implications of mergers and acquisitions. I have over 20 years of tax experience working with a variety of industries.

My clients appreciate that I’m decisive and results-oriented, allowing me to deliver tax-savings ideas and opportunities. I’m known for saving them millions of dollars in taxes by utilizing creative tax planning and structuring techniques.

I belong to the AICPA, where I’m a tax division member, the MICPA, and ACG–Boston. I have a B.B.A. from Davenport University and an M.S. in taxation from Walsh College

Outside of work, I spend time with my wife, two daughters, and our dogs, lizards, rats, and hamster. Both daughters are active in volleyball, so we stay busy keeping up with their tournaments. Beyond that, my hobbies are classic muscle cars, particularly first-generation Camaros, U.S. coins, handgun shooting, sporting clays, and travel.