Shah & Trivedi CPA, PLLC
Certified Public Accountants & Wealth Planners
Client Portal
  1. Privacy Policy
    Your privacy is very important to us. We highly value your trust and confidence in us and want to assure you that your personal information is kept completely confidential by us. Below you will find our privacy policy which lists out the types of information we collect and the parties to whom we may disclose your information.
  2. New Client Questionnaire
    We welcome new clients. Our primary goal is to maximize our clients' potential. We accomplish this with a team of motivated professionals, dedicated to meeting the highest professional standards in a responsible, efficient and cost-effective manner. Please fill out the form below so we can know you and your needs better.
  3. Consent to Disclose Tax
    If you want us to provide a copy of your tax return to a banker, mortgage company or anyone other than yourself, we must receive a signed copy of this form. Please click the link below. Print, fill out the form and email or fax it to us. As always, if you have any questions, feel free to contact us.
  4. ACH Authorization Form
    For your convenience, you can use the forms attached here-in for the payment of services we rendered to you. Please use either 'One-Time ACH Authorization' or 'Recurring ACH Authorization' form based on our agreement with you to make a payment.
  5. Let us know how we did!
    We would LOVE to hear from you on how we performed while providing services to you. We welcome your views, suggestions and comments. We promise your voice will be heard and we will make every effort to adjust our working styles as per your requirements.
  6. Tax Preperation Checklist
    This tax preparation checklist should help you get organized before filing your next income tax return. This checklist will assist you in gathering all the important tax records and tax documents you need to prepare your federal and state tax returns faster and more accurately. As you move down the checklist, you will find the items you may have missed as well as things that were accounted for in the past.
Individual Client Questionnaire
Our Privacy Policy
Consent to Disclose Tax Returns
Business Client Questionnaire
One Time ACH Authorization Form
Client Satisfaction Survey
Recurring ACH Authorization Form
Tax Preperation Checklist
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