Shah & Trivedi CPA, PLLC

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Shah & Trivedi CPA, PLLC Shah & Trivedi CPA, PLLC is leading North Carolina based full service CPA firm, where your financial success is our business.

Shah & Trivedi CPA, PLLC is a leading North Carolina based CPA firm providing accounting, tax, wealth management and business advisory services. Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in.​​​​

Shah and Trivedi CPA, PLLC was founded by the partners having a combined experience of over 50 years. Our story is pretty simple - we love what we do and have the passion to unlock the potential. We make it our business to really know our clients. Whether that means knowing their plans for the future of their business, the best way to fund their children's education, personal retirement goals, or even re-designing their financial goals, our clients know they can count on us to help them guide through the process

We are the member of the American Institute of Certified Public Accountants and the individuals of the professional staff holds membership within the North Carolina Board. We specialize in providing bookkeeping, payroll, tax, wealth management, retirement planning, college education funding, and business consultation for public, private, government and not-for-profit organizations. We believe in the value of developing personal relationships with our clients. These relationships are built on trust, integrity, following through with commitments, and being responsive to the needs of others. We understand your need for timely and accurate financial and tax reporting, and we will work to exceed your expectations. The core values we live up to are as follows:

•Honesty and Integrity - We meet our professional responsibilities in an ethical and fair manner
•Quality - We provide services of the highest quality to our clients that consistently exceed their expectations
•Professionalism and Knowledge - We ensure that we are continually learning, growing, and are recognized as thought leaders in the specialties
•Dignity and Respect - We treat every individual and relationship with dignity and respect
•Community - We support the communities in which we live, work and play with our collective human and financial resources

IRS wraps up successful Nationwide Tax Forums with nearly 13,000 attendees
10/05/2026

IRS wraps up successful Nationwide Tax Forums with nearly 13,000 attendees

IR-2026-113, Sept. 21, 2026 — The Internal Revenue Service last week wrapped up the fifth and final 2026 Tax Forum in San Diego with nearly 13,000 attending the five forums where tax professionals participated in workshops and seminars and received one-on-one assistance with taxpayer cases.

IRS warns of tax credit scams targeting the tribal community
10/02/2026

IRS warns of tax credit scams targeting the tribal community

IR-2026-112, Sept. 18, 2026 — The Internal Revenue Service today warned taxpayers, tribal communities, businesses and tax professionals about promoters selling fake “Tribal Tax Credits” that do not exist under federal law.

IRS launches new mobile app, expanding digital services for taxpayers
10/01/2026

IRS launches new mobile app, expanding digital services for taxpayers

IR-2026-114, Sept. 25, 2026 — The IRS today announced the launch of the new IRS mobile app, replacing IRS2Go and expanding the agency’s digital services to give taxpayers more ways to securely access IRS tools and account services from their mobile devices.

Treasury, IRS issue proposed regulations on installment payments for tax on certain farmland sales
09/30/2026

Treasury, IRS issue proposed regulations on installment payments for tax on certain farmland sales

IR-2026-115, Sept. 28, 2026 — The Department of the Treasury and the Internal Revenue Service today issued proposed regulations for taxpayers who sell or exchange qualifying farmland to qualified farmers and elect to pay the tax on the gain in four equal annual installments.

Treasury, IRS Move to End Tax-Exempt Status for Discriminatory Practices in Private Schools
09/25/2026

Treasury, IRS Move to End Tax-Exempt Status for Discriminatory Practices in Private Schools

IR-2026-103, Sep. 3, 2026 – The Department of the Treasury and the Internal Revenue Service (IRS) have issued proposed regulations to end federal tax-exempt status for private schools that engage in racial discrimination, delivering on President Trump's Executive Orders ending discrimination and r...

09/23/2026

You have spent years building your family’s financial future—your home, savings, investments, business interests, and other assets. An equally important question is: Have you planned what will happen to them if something happens to you?

IRS announces extension of tax relief for farmers and ranchers affected by drought in 49 states, other regions
09/22/2026

IRS announces extension of tax relief for farmers and ranchers affected by drought in 49 states, other regions

IR-2026-110, Sept. 15, 2026 — The Internal Revenue Service today issued guidance that provides an extension of tax relief for farmers and ranchers in most states and other regions who sold or exchanged livestock because of drought conditions.

IRS Reminder: Disaster preparedness starts with tax records
09/21/2026

IRS Reminder: Disaster preparedness starts with tax records

IR-2026-104, Sept. 3, 2026 — The Internal Revenue Service today encouraged taxpayers to protect important tax and financial records before disaster strikes.

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5:30pm

Telephone

(980) 290-3600

Website

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