Shah LAW Firm, PLLC

Both tax attorneys and CPAs look at your tax needs in different ways. A tax attorney generally considers the law and helps mitigate risk. A CPA thrives on all things money – the financial impact. Both professional have pros (benefits) and cons (limitations).

Is your case past the audit phase, and you received a Notice of Deficiency? Your best bet is to hire a tax attorney who can petition the U.S. Tax Court. 

Need help with your current income tax preparation or your long-term tax goals (i.e. child about to go to college or someone is approaching retirement age). In this case, your best bet is to hire a CPA who is seasoned and able to understand tax documents, individual income statements and balance sheets. 

• state-board licensed accounting professional – specializing in business, finance and tax
• requirements vary by state, but generally a CPA needs to pass the Uniform CPA Exam, satisfy at least 150 hours of relevant college credit, and applicable work experience
• primary goal is to avoid tax issues
• cannot provide representation in U.S. Tax Court

CPA - expertise when it comes to money

• identify and solve financial problems
• handle financial responsibilities

LAW - expertise with managing risk

• recognize potential future risk
• help guard against these risks

MBA - expertise with business strategy

• think critically about business
• understand business concepts