Shah CPA Firm, PLLC and Shah Law Firm, PLLC

SHAH LAW FIRM, PLLC is a law firm located in the heart of Penfield, NY with a focus in:

Estate planning
Tax law
Business law

Like in a great game of chess, Neeraj does not settle on "candidate" moves for his clients. Instead, he takes pride in fully analyzing any given issue for a "stonger play." On that note, Neeraj uses his white board to expand on concepts or outline a strategy. People understand concepts differently, so having a visual works well for many.

Incidentally, all of the above practice areas dovetail nicely with Neeraj's CPA practice. To provide for a good estate plan, a lawyer must understand the client's income and assets. Similarly, it is critical to point out tax differences at the business formation stage - in addition to risk mitigation.

Neeraj Shah has earned an MBA, the C.P.A. designation and is admitted as an Attorney and Counselor at Law in all of the Courts of NYS and the U.S. Tax Court. As a legal client, anything you reveal to him as an attorney is privileged and confidential. You should feel comfortable talking to Neeraj about your legal problems in complete confidence.

Estate Planning

Estate Planning. Seriously, who wants to think about death or incapacity? There is a lot that goes into a good estate plan, and the best estate plan doesn’t happen overnight. We will help educate you on all your options, and minimize estate or gift taxes. When you are ready to tackle this, we will be here for you.

As a CPA, Neeraj is more than qualified to address income tax, gift tax and estate tax concerns. Some of the common estate planning products an individual considers include:

Common Estate Planning Docs

* Will

* Trust

* Power of Attorney

* Living Will and Health Care Proxy

FAQ - estate planning

Tax Law

Tax Law. Whether you need help with a tax consult or a tax controversy case, we are here for you.

Tax consult cases are helpful because the tax code is so voluminous, and not everything is black and white. We can help you navigate the code and receive some guidance on potential tax impacts.

Tax controversy cases, on the other hand, usually occur when the taxpayer exhausts all other paths to deal with the IRS. The audit or appeal phase did not result in favorable outcome, and you receive a last notice letter from the IRS. When this happens, we can help.

Admitted with the U.S. Tax Court and a CPA, Neeraj is more than qualified to help you.

Need to petition Tax Court?

Did you receive any of these letters?

* Notice of Deficiency

* Notice of Determination

* Notice of Certification

We can help!

Business Law

Business Law. Quite possibly Neeraj’s favorite practice of law is business law – the practice area that dovetails nicely with his income tax practice. Choosing the right legal entity is very important two-fold: 1) protecting your personal assets, and 2) minimizing tax exposure.

As a CPA, Neeraj not only can advise you of mitigating your risk, but also help move your business in a tax efficient manner. Let us help you understand the pros and cons of the different legal entities available.

Common Legal Entities

* Limited Liability Company (LLC)

* Corporations (C-Corp and S-Corp)

* General Partnerships

* DBAs

FAQ - business law

* Penthouse suite vs. Standard room *

This little law firm is not like the others!

How many attorneys are also CPAs and have an MBA?
How many estate planning attorneys feel comfortable diving into an individual's income statement or balance sheet?
How many business law attorneys are able to discuss strategic planning with an individual?
Does your business formation attorney point out critical tax differences?

In short, how often are you able to interact with an attorney who is also a CPA - and available all year?

C'mon, let's be real. Not all law firms are the same. Get the penthouse suite; don't settle for a standard room.

We pride ourselves in educating our clients with all their options. We are not here to upsell you on anything. Rather, we work hard to provide a higher quality of service and build long-term relationships. 😉

THANKS FOR YOUR SUPPORT!

Shah Law Firm, PLLC

Estate Planning

Common Estate Planning Docs

Tax Law

Need to petition Tax Court?

Business Law

Common Legal Entities

* Please be mindful *

* Penthouse suite vs. Standard room *

* Payment expected upon services rendered *

Appreciating one client at a time

Haiku poem by Neeraj

Take a Deep Breath

Call (585) 388-8388 today

Neeraj Shah, Esq., MBA, CPA