Your financial success is our business!

General Info

Shah & Trivedi CPA, PLLC is a leading Charlotte, NC 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

Extra Phones

Phone: 704-765-0303

Fax: 704-765-0303

TollFree: 877-829-5500

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Categories

Business Management, Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planners, Health Insurance, Insurance, Life Insurance, Notaries Public, Payroll Service, Retirement Planning Services, Seals-Notary & Corporation, Wills, Trusts & Estate Planning Attorneys

Services/Products

CPA Services Bookkeeping Full service payroll New business set-up Review & compilation Project finance Support services in India Business consulting Notary Individual & business taxes Retirement planning College education planning Investment linked insurance plans -life, health, long-term care Representations with government authorities Financial statement preparation

Payment Options

Neighborhood

Mineral Springs

Amenities

Remote Services, Virtual Services for clients who cannot physically come to our office.

Languages

English, Gujarati, Hindi

Associations

AICPA

AKA

Kirti Shah

Kalgi Trivedi

Hardik Trivedi