Meet the Professionals Behind Shah & Trivedi CPA, PLLC
Our team combines decades of expertise in accounting, taxation, wealth management, and business advisory. Together, we bring technical excellence and a client-first mindset to help individuals and businesses succeed.
Leadership Team
Kirti Shah, CPA, CA (India) – Founder & Managing Partner
With 36+ years of experience, Kirti is a pioneer in accounting and taxation. A licensed CPA, Chartered Accountant, and Certified QuickBooks Professional, he has built successful practices in both the U.S. and India. Kirti’s entrepreneurial vision and problem-solving approach guide clients through every stage of growth with confidence.
Kalgi Trivedi, CPA – Partner
With 15+ years of experience, Kalgi brings deep expertise in accounting, taxation, and finance. Having worked at Fortune 500 companies and Big 4 firms—including Bank of America, Citigroup, Morgan Stanley, and PwC—Kalgi blends corporate insights with personalized client service. Licensed in North Carolina, she is known for her precision and commitment.
Hardik Trivedi, EA, MBA, CCA – Partner
Management Team
Kiruthika Ramanandan — Tax Manager
Shravan Sain – Tax Manager
Dhruv Patel – Bookkeeping Manager
Priti Patel – Payroll & Sales Tax Compliance
Sangeetha Kishore – Office Manager
Kalpana Shah – Billing Coordinator
Ronak Rana - Accounting Support Associate
Vinay Khandvi - Accounting Support Associate
