Robert Shappee is a Shareholder at Sorren CPAs, P.C., and a Strategic Planning Partner at Sorren Inc. Robert joined legacy firm Harris in 2006 as a senior accountant and became a partner in 2012. For over a decade, he worked with some of the firm’s largest clients in the construction, real estate, and insurance sectors. Known for his insight and steady leadership, he advised clients through complex transactions, mergers, and succession planning before transitioning into an executive leadership role in 2022. Today, Robert helps guide Sorren’s firm-wide initiatives, leading strategic planning and growth efforts that shape the future direction of the firm. His focus is on aligning Sorren’s long-term vision with clear priorities and the steps needed to bring them to life, creating opportunities for both clients and team members.

Robert values time with his family. He and his wife, Tammie, live in Idaho and are the proud parents of two adult children. Whether hunting, fishing, or enjoying the outdoors, Robert finds balance in nature and in his role as a supportive husband and father.

Education:

• AS in Marketing Mid-Management – Boise State University
• Certificate in Financial Planning – Florida State University
• BS in Business Administration – University of LaVerne
• MS in Accountancy, Taxation – Boise State University

Professional Designations / Civic Associations: 

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Idaho Society of Certified Public Accountants (ISCPA)