Shah & Trivedi CPA, PLLC is a Charlotte, NC based full service CPA firm, where your financial success is our business.
Shah & Trivedi CPA, PLLC is a leading Charlotte, NC based CPA firm providing accounting, tax, wealth management and business advisory services.
Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in.
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
Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in.
CPA Services
Bookkeeping
Full service payroll
New business set-up
Review & compilation
Project finance
Support services in India
Business consulting
Notary
Individual & business taxes
Retirement planning
College education planning
Investment linked insurance plans -life, health, long-term care
Representations with government authorities
Financial statement preparation
