Shah CPA Firm, PLLC

🛑 Extension: if drop-off after March 24th 🛑

👐 PROSPECTIVE NEW CLIENTS: please visit Preparing For 1st Meeting (under the CPA FIRM header) for procedure and more information.

👐 ACCEPTING MY FATHER’S CLIENTS: visit Lalit Shah's Clients for more information on continuity of service. 🙏

SHAH CPA FIRM, PLLC is a legacy family accounting firm located in the heart ❤️ of Penfield, NY. Second generation strong 💪 and since the late 1970s. Today, the lion's 🦁 share of the practice involves individual and business income tax return preparation across all 50 states. We can offer several qualities that others cannot match: 

1. Quality preparer - accountant and attorney
2. Educate clients
3. Available year-round

Peace of Mind. Tax laws are voluminous and constantly changing. It is more critical now than ever to have your taxes prepared carefully. 

Strong Ethics. Neeraj does not compromise one bit on ethics – always following rules to the “T” and expects clients to have the same mentality. 

Like in a great game of checkers, it is important to know your strengths and weaknesses. Neeraj aims to educate clients on their financial strengths and weaknesses - and hopefully resulting in a superior quality like a "checker being kinged 👑." No doubt, with this knowledge and strategy, clients are able to "win the game!" 

Incidentally, income tax preparation dovetails nicely with Neeraj's law practice. More often than not, our conversations logically flow to risk mitigation, business formation or estate planning. 

Educating Clients and Providing Timely Advice. 💡 Neeraj believes in educating his clients. In fact, he is certain that his clients end up being more knowledgeable in tax issues compared to clients from other firms. It is common for Neeraj to flesh out relevant tax concepts and impact on his whiteboard. How many other CPAs go to that length in educating their clients? Let me give you a hint - none! As a result, we end up having more substantive conversations, and clients become more engaged and ask relevant questions. Often, Neeraj gives one or two suggestions that the client can do to make next year’s taxes even better. It’s a good feeling!

CPA - expertise when it comes to money 💰

• identify and solve financial problems
• handle financial responsibilities

LAW - expertise when it comes to managing risk 🪂

• recognize potential risk
• help guard against these risks

MBA - expertise when it comes to business strategy 🎲

• think critically about business
• understand business concepts

Strong Family Values. Neeraj also places a high priority for family values, and it starts with *his* family. Please be mindful before asking for an appointment right after work because Neeraj enjoys to sit down and have dinner with his wife and boys! 😉

During the tax season, you may find some extended office hours and limited availability on Saturdays (mainly for drop off and pickup). Hope you understand.

HAIKU POEM SERIES by Neeraj

* Everyday Life Goals - tax season or not *

- MORNINGS - ☕️
Coffee with wifey,
Help the kids prepare for school.
Penfield tax dot com

- EVENINGS - 🍽
Get home on time - to
Eat dinner as family.
Penfield tax dot com

- NIGHTY NIGHT - 🌙
Tuck the boys to bed,
Even during tax season.
Penfield tax dot com

We provide a service that's a little different from the other CPA firms, and our fee chart is a bit different, too.

• ⭐️⭐️⭐️⭐️⭐️ Our fee is a very fair price - our 360+ 5-star reviews support this
• 📋 Our clients not only get a tax return, but get educated too
• 😃 vs. 😡 Our holistic fee also takes into account *your* personality

If you come off as a nice person who says please and thank you, then you are likely to get a low rate. If you come off as demanding or have unrealistic expectations, then you are likely to get a high rate.

WE LOVE YOU! ❤️ 

BONUS HAIKU BY NEERAJ

*No Coupon Required*

Say please and thank you,

And enjoy your preferred rate.

Penfield tax dot com