Attorney Advertising Material * CPA Advertising Material
Shah CPA Firm, PLLC
Shah Law Firm, PLLC
585-388-8388
🛑 accepting dad's clients 🛑
🕉 Om Namo Arihantanam
🛑 ACCEPTING DAD'S CLIENTS: visit Lalit Shah's Clients for more information 🛑
As an accountant and lawyer, Neeraj offers clients a depth of knowledge, skill and business acumen that very few practitioners can match.
Neeraj's CPA firm and LAW firm truly dovetail 🕊 nicely with each other. Most often, people are introduced to Neeraj for income tax preparation. Over time, a trust 🤝 builds between him and the client, thereby establishing a long-term relationship. You can see why knowing the client is essential in tackling any estate planning or business law concern. It is common for businesses to preach long-term relationships. Neeraj actually builds them! 😉
Few Practitioners Can Match
CPA - expertise when it comes to money 💰
- identify and solve financial problems
- handle financial responsibilities
LAW - expertise with managing risk 🪂
- recognize potential risk
- help guard against these risks
MBA - expertise with business strategy 🎲
- think critically about business
- understand business concepts
Generational Experience from a Family Business
This isn't our first rodeo 🏇. We've been there. We've done that!
There is something to be said about family businesses. Often, decisions of the business can be felt directly at home 🏠. Just like I took pride in helping my dad at work growing up, my boys help me out whenever they can. It feels good. It feels good because they can see first-hand some of the hard work that is necessary to put food on the table.
Visit Lalit Shah's Legacy. My dad provided a solid foundation for our family business. He provided unrivaled mentorship that cannot be learned from a book 📚. I now understand why generational family businesses are special - we learn from all our past experiences to help provide superior service tomorrow.
To all the small business owners - much respect to you! Let our generational experience in family business and succession plan help you. We are here for you if you need to talk.
Thank you Dad 🙏 for teaching me the lessons of hard work, ethics and family values. You are the best!
The Winner's Circle 🏆
The power of having a good team not only can bring success to horse racing, but also can bring success to your personal finance. Just like the owners, the trainers and the jockeys need to be on the same page, it is important to have your attorney, your accountant and your financial advisor speaking the same language.
Unforced errors in your personal finance goals can happen quickly. Imagine if attorneys don't understand the tax code (and often they don't). Imagine if financial advisors roll out a comprehensive plan for a client without consulting the family accountant (and often they do). Imagine if accountants recommend to form a legal entity for tax reasons (not realizing all the compliance requirements and risk exposure). This stuff happens - routinely.
Neeraj Shah is a licensed CPA and attorney who graduated from a top law school (Washington University in St. Louis). Who better to brainstorm options to save money 💰 on your taxes while mitigating legal risks 🪂? Neeraj is also a graduate of a top MBA school (Cornell University). Who better to discuss strategy 🎲 with? Neeraj is also a graduate of a great local university with a global reach (University of Rochester). Who better to network with?
Get on the team - get into the Winner's Circle! 🏇
Centers of Expertise by Professional Type
⭐️⭐️⭐️⭐️⭐️ Grateful to my clients that have written TESTIMONIALS for me - ❤️. It is a bi-product of the relationship that we have developed and the quality work product that we aim for.
Google reviews are below ⬇️!
A Love For Penfield
I am so proud of my hometown, the Town of Penfield. Today, I am the longest serving member of our Penfield Library's Board of Trustees. 📚 Below are some websites that present Penfield in various forms:
- photos of Penfield - penfieldphotos.com
- current events in Penfield - penfieldevents.com
- history of Penfield - penfieldhistory.com
- poems of Penfield and me - penfieldpoems.com
... Visit the websites above to get more informed about Penfield.
"Your" Business Card
You shouldn't have to remember our town. Go ahead - click on the link - and see if your hometown is part of our network.
- perinton tax preparation - perintontax.com
- irondequoit tax preparation - irondequoittax.com
- henrietta tax preparation - henriettatax.com
- pittsford tax preparation - pittsfordtax.com
- fairport tax preparation - fairporttax.com
... 100+ other towns. Visit YOUR BUSINESS CARD for complete network.
Haiku poem by Neeraj
Making Cents 🪙
Little different,
Attorney and CPA.
Penfield tax dot com
