Tax Staff
Ross | Carreiro | Brown Cpas, P.C.
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Morgan Sheppard, Mst Email & Phone Number
Tax Staff
at
Ross | Carreiro | Brown CPAs, P.C.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Tax Staff
Location
Atascadero, California, United States
Who is Morgan Sheppard, Mst? Overview
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Quick answer
Morgan Sheppard, Mst is listed as Tax Staff at Ross | Carreiro | Brown CPAs, P.C., based in Atascadero, California, United States. AeroLeads shows a matched LinkedIn profile for Morgan Sheppard, Mst.
Morgan Sheppard, Mst previously worked as Tax Staff at Catalyst Family Office, Llc and Tax Intern at Caliber Accounting Group. Morgan Sheppard, Mst holds Master'S Degree, Taxation from California Polytechnic State University-San Luis Obispo.
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Ross | Carreiro | Brown CPAs, P.C.
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Profile bio
About Morgan Sheppard, Mst
I am currently a graduate student in the Master's of Science in Taxation Program at Cal Poly, San Luis Obispo. I am a future CPA with a passion for problem-solving and helping others. I have experience as an Assistant Manager at Enterprise Rent-A-Car, where I fostered my ability to serve clients and solve complex issues. I made a career pivot in 2022, where I worked for a family firm preparing taxes. I realized I loved this industry and the complexities of tax preparation, and went back to school that year. This year, I am in the MST program, and looking forward to starting a tax internship in January of 2024.
Current workplace
Morgan Sheppard, Mst's current company
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8 roles
Morgan Sheppard, Mst work experience
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Tax Staff
Tax Intern
Jan 2024 - Mar 2024
Office Manager & Tax Preparer
Sheppard Tax & Accounting
-Conducts annual client meetings to provide personalized tax planning advice, resulting in a 10% growth in clientele-Organizes and reconciled client accounts on QuickBooks-Prepared and filed over 150 individual income tax returns
Jan 2022 - Jan 2024
Assistant Manager
-Streamlined inventory processes and reduced fleet downtime by 15% through employee training, resulting in increased reservation capacity and revenue growth.-Coached 7 branches over career tenure on customer service best practices, increasing customer satisfaction by 20%-Spearheaded cross-departmental communication efforts to improve operational efficiency between branches-Mentored over 30 colleagues through the Enterprise Management Training Program-Earned 100% of business back from multiple accounts that previously discontinued a relationship with Enterprise-Managed 30, 60, and 90-day accounts receivable entries on Excel, effectively reducing bad debt at branch level
Jun 2018 - Jan 2022
Office Assistant
A Place To Grow
-Coordinated and executed a total of 5 successful trade show events, resulting in 400 new leads and a 20% increase in overall sales revenue-Initiated an efficient lead generation process by pursuing potential clients through social media and phone calls, resulting in a 15% increase in the number of qualified leads-Evaluated job-costing needs by analyzing company expenses and identified cost-saving opportunities
Mar 2017 - Jun 2018
Shift Team Lead
-Managed daily operations of the store, including opening and closing procedures and delegation of employee tasks
Dec 2016 - Dec 2017
Bookkeeper
-Resolved problematic transaction inquiries, producing an increase of completely satisfied customer surveys by 15%-Maintained accurate financial records by reconciling and closing daily books for each store-Managed safe and till inventories, reducing annual discrepancies by 5%
Sep 2013 - Nov 2016
4 education records
Morgan Sheppard, Mst education
Master'S Degree, Taxation
Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies
Associate'S Degree, Business Administration And Management, General
High School Diploma
FAQ
Frequently asked questions about Morgan Sheppard, Mst
Quick answers generated from the profile data available on this page.
What company does Morgan Sheppard, Mst work for?
Morgan Sheppard, Mst works for Ross | Carreiro | Brown CPAs, P.C..
What is Morgan Sheppard, Mst's role at Ross | Carreiro | Brown CPAs, P.C.?
Morgan Sheppard, Mst is listed as Tax Staff at Ross | Carreiro | Brown CPAs, P.C..
Where is Morgan Sheppard, Mst based?
Morgan Sheppard, Mst is based in Atascadero, California, United States while working with Ross | Carreiro | Brown CPAs, P.C..
What companies has Morgan Sheppard, Mst worked for?
Morgan Sheppard, Mst has worked for Ross | Carreiro | Brown Cpas, P.C., Catalyst Family Office, Llc, Caliber Accounting Group, Sheppard Tax & Accounting, and Enterprise.
How can I contact Morgan Sheppard, Mst?
You can use AeroLeads to view verified contact signals for Morgan Sheppard, Mst at Ross | Carreiro | Brown CPAs, P.C., including work email, phone, and LinkedIn data when available.
What schools did Morgan Sheppard, Mst attend?
Morgan Sheppard, Mst holds Master'S Degree, Taxation from California Polytechnic State University-San Luis Obispo.
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