Shah & Trivedi CPA, PLLC
Certified Public Accountants & Wealth Planners
About Us
 Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in.​​​​

Focus on growing your business and trust the accounting on us! We see beyond the numbers.

Shah and Trivedi CPA, PLLC was founded by the partners having a combined experience of over 50 years. Our story is pretty simple - we love what we do and have the passion to unlock the potential. We make it our business to really know our clients. Whether that means knowing their plans for the future of their business, the best way to fund their children's education, personal retirement goals, or even re-designing their financial goals, our clients know they can count on us to help them guide through the process. 
We are the member of the American Institute of Certified Public Accountants and the individuals of the professional staff holds membership within the North Carolina Board. We specialize in providing bookkeeping, payroll, tax, wealth management, retirement planning, college education funding, and business consultation for public, private, government and not-for-profit organizations. 

We believe in the value of developing personal relationships with our clients. These relationships are built on trust, integrity, following through with commitments, and being responsive to the needs of others. We understand your need for timely and accurate financial and tax reporting, and we will work to exceed your expectations. The core values we live up to are as follows:

  • Honesty and Integrity - We meet our professional responsibilities in an ethical and fair manner
  • Quality - We provide services of the highest quality to our clients that consistently exceed their expectations
  • Professionalism and Knowledge - We ensure that we are continually learning, growing, and are recognized as thought leaders in the specialties
  • Dignity and Respect - We treat every individual and relationship with dignity and respect  
  • Community - We support the communities in which we live, work and play with our collective human and financial resources
Kirti Shah
Kalgi Trivedi
Hardik Trivedi
Kirti Shah, is the founder and managing partner of Shah & Trivedi CPA, PLLC. He has over 30 years of experience and is a true pioneer in the field of accounting, and taxation. Kirti is a licensed Certified Public Accountant (CPA), Chartered Accountant (FCA), Bachelor of Law (L.L.B) and Bachelor of Accounting (B.COM). He is also a Certified Quickbooks professional and holds memberships in many reputable organizations. With his hard work and dedication, he has established successful practices in both USA and India. With many years of experience working with companies during all phases of their growth cycle, Kirti brings a strong entrepreneurial and creative problem solving perspective to your accounting needs.
Kalgi has over 10 plus years of experience working in fortune 500 companies on Wall Street. She has experience working in major investment banks like Bank of America, Citigroup, Morgan Stanley and also worked for Big 4 CPA firms as a Senior level Manager.  Kalgi is a Certified Public Accountant and holds licenses in the states of New York and North Carolina. Kalgi obtained a double Bachelors in Accounting from the University of North Carolina, Charlotte and Gujarat University, India. Kalgi is a seasoned professional bringing a wealth of knowledge from her experiences working at various private and public organizations for your accounting needs.  
Hardik has over 10 plus years of experience in an array of fields like strategic business management, information technology, insurance and retirement planning. Hardik has worked for investment banks like Morgan Stanley and Wells Fargo. He has a Masters in Business Administration (MBA), Chartered Certified Accountant (CCA) and Bachelors of Accounting (B.COM). Hardik is also a licensed representative at North Carolina department of Insurance for life and health. Hardik is a go to person for your wealth planning, will formation, trusts, insurance, retirement planning, college education funding and business systems remodeling needs. In his words, he believes that 'when wealth is protected, it changes the way we experience time.'
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