Sign in
Tell us where you need an accountant. We'll do the rest.
Shah & Trivedi CPA, PLLC
About us
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... show more with dignity and respect
•Community - We support the communities in which we live, work and play with our collective human and financial resources
show more
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... show more with dignity and respect
•Community - We support the communities in which we live, work and play with our collective human and financial resources
show more
Hours of operation
Monday9:00AM - 5:30PMTuesday9:00AM - 5:30PMWednesday9:00AM - 5:30PMThursday9:00AM - 5:30PMFriday9:00AM - 5:30PM
CLOSED NOW
Recommendations and reviews from 1 person
-
Referral from
February 1, 2018
Skip L. asked:Any suggestions for a tax person? Reasonable cost? I have always done my own, but my husband died last July, thought at least consulting someone might be good idea. Looking for a personal recommendation. Thank youKalpana S. replied:Kirti Shah 704 526 5049/704 497 3898
New Review
Please wait....
Please wait...
