Who We Are
Shah & Trivedi CPA, PLLC was founded by partners with over 45 years of combined experience in accounting, taxation, and financial planning.
Our story is simple: we love what we do, and we have a passion for unlocking potential. What sets us apart is our commitment to truly knowing our clients - whether it’s understanding their business growth plans, strategies for funding their children’s education, or reshaping personal retirement goals.
At Shah & Trivedi, we believe in more than just compliance - we provide personalized guidance that empowers confident decisions.
Focus on growing your business and trust the accounting to us. We see beyond the numbers.
Our Mission
To make a difference through quality, integrity, and knowledge - in the lives of our clients, in the growth of our people, and in the communities we live and serve.
Our Expertise
Licensed Certified Public Accountants and Enrolled Agents (IRS)
Registered with the North Carolina State Board of CPA Examiners
Specializing in bookkeeping, payroll, taxation (business and individual)
Serving individuals, businesses, and government entities with tailored solutions
Our Approach
We believe in the value of long-term personal relationships with our clients. These partnerships are built on:
Trust
Always doing what we say we will do
Integrity
Ethical and transparent in every interaction
Responsiveness
Listening carefully and acting with timeliness
Commitment
Going beyond expectations in service and results
Our Core Values
Honesty & Integrity
Meeting professional responsibilities in an ethical and fair manner.
Quality
Delivering services of the highest standard, consistently exceeding expectations.
Professionalism & Knowledge
Committed to continuous learning and recognized thought leadership.
Dignity & Respect
Treating every individual and relationship with dignity and care.
Community
Supporting the places we live, work, and serve with both financial and human resources.
Why Choose Shah & Trivedi CPA, PLLC?
Because we see beyond the numbers. Our firm blends technical expertise with genuine care, ensuring you receive more than accounting—you gain a trusted advisor committed to your success.
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Professionals Team
Our Comprehensive Services
Accounting
Stay on top of your numbers with our complete accounting solutions. We handle bookkeeping, payroll compliance, and QuickBooks setup & support so your financial records stay accurate & stress-free. Whether you’re a startup or an established business, our team ensures reliable reporting & insights that keep your finances in check
Taxation
Simplify tax season with proactive strategies designed to save you money. From tax planning and preparation to sales tax compliance, IRS representation, and FBAR/FATCA reporting, we help minimize liabilities while ensuring full compliance. With us, you gain clarity and confidence in every tax decision.
Business Consulting
Build and grow your business with confidence. Our experts assist with new company incorporation, entity registration, and accounting setup while also providing ongoing business advisory services. From launch to expansion, we deliver strategies that enhance efficiency, profitability, and sustainable growth.
Financial Planning
Secure your future with personalized financial strategies. We provide business tax advisory, retirement and wealth planning, and college education funding solutions to help you build lasting security. Our planning services give you a roadmap for smarter decisions, financial stability, and long-term prosperity.
Customer Feebacks
David Smith
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