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Shah CPA Firm, PLLC & Shah Law Firm, PLLC
Shah CPA Firm, PLLC & Shah Law Firm, PLLC
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    • Home
    • The CPA Firm
      • Shah CPA Firm, PLLC
      • FAQ - choosing a preparer
      • Preparing for 1st meeting
    • The Law Firm
      • Shah Law Firm, PLLC
      • FAQ - tax attorney vs cpa
    • About Neeraj Shah
      • Neeraj Shah Bio
      • Local to Penfield
      • Penfield History
      • Penfield Photos
      • Penfield Events
    • Contact Us
      • Contact Us - 585-388-8388
      • Testimonials
      • Resources & Social Media
      • Your Business Card
      • - the fine print -
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  • Home
  • The CPA Firm
    • Shah CPA Firm, PLLC
    • FAQ - choosing a preparer
    • Preparing for 1st meeting
  • The Law Firm
    • Shah Law Firm, PLLC
    • FAQ - tax attorney vs cpa
  • About Neeraj Shah
    • Neeraj Shah Bio
    • Local to Penfield
    • Penfield History
    • Penfield Photos
    • Penfield Events
  • Contact Us
    • Contact Us - 585-388-8388
    • Testimonials
    • Resources & Social Media
    • Your Business Card
    • - the fine print -

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Shah LAW Firm, PLLC

585-388-8388

FAQ - Tax Attorney vs. CPA

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. 

Tax Attorney

  • a lawyer who specializes in tax laws – including estate planning, tax consults and tax controversy
  • requires a law degree and passing a state bar examination
  • primary goal is to resolve tax issues
  • can provide representation in U.S. Tax Court

Certified Public Accountant (CPA)

  • 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

Neeraj Shah, Esq., MBA, CPA

Lucky for you, Neeraj Shah is both an attorney and CPA. As an attorney, he focuses in tax law, estate planning and business law. Neeraj is also a CPA and MBA. 

Neeraj Shah is an attorney and CPA

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

Call (585) 388-8388 today

Office building for Shah CPA Firm, PLLC and Shah Law Firm, PLLC. Neeraj Shah is a CPA and attorney.

Neeraj Shah, Esq., MBA, CPA

2033 Penfield Rd 

Penfield, NY 14526


585-388-8388

About Neeraj

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  • Home
  • Shah CPA Firm, PLLC
  • Shah Law Firm, PLLC
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  • Contact Us - 585-388-8388
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