Strategic Tax Planning and Financial Advisory Services
Rooted in Values and Backed by Experience

About Us

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

Welcome! Start Growing Your Business Today
Trusted CPA Firm Helping Businesses and Families Achieve Financial Clarity and Confidence
Expert tax, accounting, and advisory services designed to simplify finances, reduce tax burdens, and give you confidence to focus on growth. Schedule Your Consultation Today
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ABOUT US

Building on Trust. Focused on Your Financial Success.

About Us

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: 

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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45+

Years

With expert tax, accounting, and financial strategies

Designed for Your Success

Our Comprehensive Services

Services
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Tax Preparation & Planning

Smart tax strategies to minimize liabilities and maximize savings for individuals and businesses. 

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Bookkeeping & Accounting

Accurate, stress-free bookkeeping and accounting solutions that keep your financials reliable and compliant.

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Payroll Services

Full service payroll from one day direct deposit and personal employee portals. Integration with workers compensation, 401K and health insurance

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Sales Tax Compliance

Accurate filing and reporting across multiple states and jurisdictions to keep your business penalty-free.

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Business Advisory

Actionable insights and strategic advice to help you grow, scale, and improve profitability.

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IRS Representation

Experienced guidance and advocacy to protect your interests during IRS audits and disputes.

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New Company Formation

Step-by-step guidance with entity selection, registration, and accounting setup for startups.

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Foreign Tax & Reporting (FBAR/FATCA)

Expert compliance with U.S. requirements for foreign accounts and assets.

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QuickBooks Setup & Support

Customized QuickBooks setup, training, and troubleshooting for easy financial management.

Let’s Talk About How we Can Help Your Business Grow

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Why Choose Shah & Trivedi CPA, PLLC?

Why Choose
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
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45 +
Years of experience with expert tax, accounting, and financial strategies
Licensed & Certified

Members of AICPA & North Carolina State

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100 %
Commitment to: Integrity, Quality, and Personalized Guidance
POPULAR PROJECTS

Our Completed Projects

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Our Trusted Clients
JUST A CONSULTANCY

Professionals Team

Members

Industries We Serve

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

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Industries We Serve

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

OUR TESTIMONIALS

Client Feedback

Reviews

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.” 

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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.” 

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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!” 

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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."

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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."

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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."

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Rajan
OUR TESTIMONIALS

Client Feedback

Reviews

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.” 

slide-img
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.” 

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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!” 

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Ralph Henry
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    Get in touch
    • Assistance hours: Monday – Friday6 am to 8 pm EST
    Post Address
    • Service Office 786 Dortans Ave, Otam Sites,
      CA 36108, United States
    • Head Office 142 Drive Lane. USA