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Robert Shefferly III

CPA, MST, Tax Partner


As an elected tax partner, Robert serves in a leadership capacity as a member of the firm’s National Tax Office where he specializes in assisting private equity funds, portfolio companies, and owner-operated, privately held corporations and partnerships.

Robert has more than 15 years of tax experience working with multi-state and international taxpayers, as well as a multitude of industries, including: manufacturing, distribution, construction, transportation, franchise, and other service-related industries. He focuses on numerous tax aspects of mergers and acquisitions, including reorganizations, acquisition and disposition planning, tax modeling, restructure, and tax due diligence. 

He has a bachelor of business administration degree from Davenport University and a Master of Science degree in taxation from Walsh College.

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Additional Thoughts

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