Shah & Trivedi CPA, PLLC
Certified Public Accountants & Wealth Planners

Our Services

You take the credits, we process the debits!

Accounting Services
Taxation
Whether you are a new start-up or an established enterprises, we provide accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We provide accounting services such as follows to help you with accurate record-keeping and reporting as well as support on many financial and business issues. These services include but are not limited to:

  • Bookkeeping (monthly, quarterly, or annual)
  • Full Service Payroll Processing
  • General Ledger and Financial Statement Preparation
  • Cash Flow Budgeting and Forecasting
  • Personal Financial Statements
  • Entity Selection and Restructuring
  • Review and Compilation
  • QuickBook Services
Whether you are an individual needing a single 1040 or someone filing in all 50 states, you’ll find the expertise you need right here because our tax services are much more than just a completed return. We provide tax services in the following areas: 

  • Individual Taxation
  • Corporate Taxation
  • Partnership and LLC's
  • State and Local Taxes
  • Multi-State Tax Returns
  • Sales and Use Tax Compilation
  • International Taxes - for Non-Resident Aliens and for Clients on Foreign Visa
    • Foreign Bank Accounts Reporting - FBAR
    • FATCA
Financial Planning
Business Consulting
Whether you are a start-up looking to mature, or whether you are an established business looking to improve profitability, we can help you increase the value of your business. We provide a complete range of business advisory services, specializing in the needs of small businesses, government entities, and not-for-profit organizations. We can assist your company in achieving more with increasing production, efficiency, and effectiveness with a timely, cost-effective approach. We can help you achieve a greater level of success by helping to improve your operational efficiency and effectiveness, and your profitability through affordable, realistic solutions.

  • New Business Formation and Registration
  • Strategic Business Planning
  • Internal Controls
  • Succession Planning
  • Cash-Flow Management
  • IT Systems Installation Consulting
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes, whether you are developing an
investment strategy or evaluating current investment.   Moreover, we will ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we will help you to take the proper steps to reach your goals. These services include but are not limited to:

  • Retirement Planning
  • College Education/Funding Plans
  • Employee Retirement Plans
  • Insurance Plans
    • Life and Health
    • Long-Term Care
  • Annuities
  • Wills/Trust
  • Estate Planning
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