Strategic Tax Planning and Financial Advisory Services
Rooted in Values and Backed by Experience
We don’t just file. We guide your financial life.
Expert tax, accounting, & advisory services for businesses and individuals designed to simplify finances, reduce
tax burdens, and give you confidence to focus on growth
Building on Trust. Focused on Your Financial Success.
At Shah & Trivedi CPA, PLLC, we understand that managing finances is more than just numbers, it’s about peace of mind and long-term success.
We partner with small businesses, entrepreneurs, and individuals to deliver:
- Personalized tax strategies
- Accurate bookkeeping & payroll solutions
- Proactive tax advisory and compliance (including foreign reporting)
With a foundation built on integrity, professionalism, and results, we are more than accountants; we’re your long-term trusted advisors.
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Call us anytime 980-290-3600
45+
Years
With expert tax, accounting, and financial strategies
Our Comprehensive Services
Tax Preparation & Planning
Smart tax strategies to minimize liabilities and maximize savings for individuals and businesses.
Bookkeeping & Accounting
Accurate, stress-free bookkeeping and accounting solutions that keep your financials reliable and compliant.
Payroll Services
Full service payroll from one day direct deposit and personal employee portals. Integration with workers compensation, 401K and health insurance
Sales Tax Compliance
Accurate filing and reporting across multiple states and jurisdictions to keep your business penalty-free.
Business Advisory
Actionable insights and strategic advice to help you grow, scale, and improve profitability.
IRS Representation
Experienced guidance and advocacy to protect your interests during IRS audits and disputes.
New Company Formation
Step-by-step guidance with entity selection, registration, and accounting setup for startups.
Foreign Tax & Reporting (FBAR/FATCA)
Expert compliance with U.S. requirements for foreign accounts and assets.
QuickBooks Setup & Support
Customized QuickBooks setup, training, and troubleshooting for easy financial management.
Let’s Talk About How we Can Help Your Business Grow
Why Choose Shah & Trivedi CPA, PLLC?
Licensed CPA firm with proven expertise
Personalized strategies to fit your goals
Transparent pricing with no hidden fees
Friendly, approachable team committed to your success
Licensed & Certified
Members of AICPA & North Carolina State
Our Completed Projects
Professionals Team
Industries We Serve
Retail & Consumer Businesses
Grocery, liquor, vape shops, gas stations
Hospitality & Food Services
Restaurants, hotels
Healthcare & Wellness
Dentists, urgent care, pharmacies
Professional Services
Law firms, IT & technology companies
Real Estate & Construction
Investors, developers, contractors
Automotive Services
Car repair & service shops
Manufacturing & Industrial
Chemical, furniture, equipment producers
Industries We Serve
Retail & Consumer Businesses
Grocery, liquor, vape shops, gas stations
Hospitality & Food Services
Restaurants, hotels
Healthcare & Wellness
Dentists, urgent care, pharmacies
Professional Services
Law firms, IT & technology companies
Real Estate & Construction
Investors, developers, contractors
Automotive Services
Car repair & service shops
Manufacturing & Industrial
Chemical, furniture, equipment producers
Client Feedback
“We have been tax return services by Shah and Trivedi for last many years. Of course, could not have this continued association without
their excellent, timely, cooperative and friendly services as and when needed. Very little to follow-up, other than understanding nuts and bolts. You need to try them out.”
Bharat Patel
“Very friendly service. Was able to help me with everything I needed for my 2023 income taxes. I usually e-file but had to do a lot of gig work in 2023 and was not sure how to go about it. This office was very helpful and they have great communication that takes place through their app portal. Highly recommend.”
Ayannna Foster
“First time user of Shah & Trivedi CPA! I had a great experience and will definitely use them again. If you are looking for a tax provider that is professional with great customer service, look no further, Shah & Trivedi is the place for you!”
Ralph Henry
"Extremely professional, timely and customized to client's needs. They were available to answer all questions accurately, and filed my returns for last 2 years with precision. Highly recommend this firm, not just for tax returns but also tax strategy for businesses & book-keeping."
Gauravi Naik
"I am very fortunate to have found Shah & Trivedi CPA, PLLC several years ago. They are very professional and provide excellent services for all your Tax needs. Even though I have moved out of state , I still use their Tax services each year. I have 100% confidence in their services and highly recommend them to any one looking for a reliable, professional CPA."
AC
"Amazing! After working with various CPA firms and feeling they either don't know what they are doing or don't care, I found Shah & Trivedi. I haven't even finished my filing yet, but I already feel the difference. They listen to you and are willing to explain things to you; why they did what they did. I'm truly impressed so far with the great team they have! All 5 stars and now I know why."
Rajan
Client Feedback
“We have been tax return services by Shah and Trivedi for last many years. Of course, could not have this continued association without
their excellent, timely, cooperative and friendly services as and when needed. Very little to follow-up, other than understanding nuts and bolts. You need to try them out.”
Bharat Patel
“Very friendly service. Was able to help me with everything I needed for my 2023 income taxes. I usually e-file but had to do a lot of gig work in 2023 and was not sure how to go about it. This office was very helpful and they have great communication that takes place through their app portal. Highly recommend.”
Ayannna Foster
“First time user of Shah & Trivedi CPA! I had a great experience and will definitely use them again. If you are looking for a tax provider that is professional with great customer service, look no further, Shah & Trivedi is the place for you!”
Ralph Henry
Latest Insights
Request a free quote
Get in touch
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Work and general inquiries +3509.120-8605
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Assistance hours: Monday – Friday6 am to 8 pm EST
Post Address
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Service Office 786 Dortans Ave, Otam Sites,
CA 36108, United States
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Head Office 142 Drive Lane. USA




