- (877) 578-6638
Serving the Charlotte area.
- (877) 578-6638
3125 Parkside Dr, Charlotte, NC 28208
More Info
Your financial success is our business!
- General Info
- 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
- Email Business
- Services/Products
- 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.
- Payment method
- all major credit cards, check, debit, visa, discover, mastercard
- Amenities
- Remote Services, Virtual Services for clients who cannot physically come to our office.
- Languages
- English, Gujarati, Hindi
- Associations
- AICPA
- Other Link
- Categories
Reviews
10/16/2019
Very personable and professional. Will keep going back. They provide me with all my business services like payroll, bookkeeping, sales tax filing, addressing notices, supporting with my audit requests as well as filing our business and individual taxes for all the partners.
Details
Phone: (980) 290-3600
Address: 3230 Prosperity Church Road, Suite 202, Charlotte, NC 28269
Website: Primary Website
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