Shah & Trivedi CPA, PLLC

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

HSA inflation-adjusted maximum contribution amounts for 2027 announced
06/03/2026

HSA inflation-adjusted maximum contribution amounts for 2027 announced

Rev. Proc. 2026-24 also includes the revised maximum amount that may be made newly available for excepted-benefit health reimbursement arrangements and the aggregate monthly fees allowable for direct primary care service arrangements.

IRS proposes increase in cost of estate tax closing letter
06/02/2026

IRS proposes increase in cost of estate tax closing letter

Proposed regulations issued Monday would raise the cost of the letter to $76, from the $56 set in 2025.

IRS announces terms of a time-limited settlement opportunity for eligible taxpayers involved in conservation easement di...
05/28/2026

IRS announces terms of a time-limited settlement opportunity for eligible taxpayers involved in conservation easement disputes

IR-2026-65, May 13, 2026 — The Internal Revenue Service is announcing the terms of a time-limited settlement opportunity for eligible taxpayers involved in conservation easement or historic preservation easement disputes with the IRS.

COVID-19 disaster relief case has implications for timely refund claims
05/06/2026

COVID-19 disaster relief case has implications for timely refund claims

National Taxpayer Advocate Erin Collins explained what affected taxpayers need to do in response to the Court of Federal Claims’ holding that a taxpayer’s refund claim filing deadline was automatically extended by Sec. 7508A(d)(1) due to the COVID-19 disaster declaration.

Treasury, IRS provide guidance on a new method for recovering federal excise tax paid on dyed fuel established under the...
05/05/2026

Treasury, IRS provide guidance on a new method for recovering federal excise tax paid on dyed fuel established under the One, Big, Beautiful Bill

IR-2026-59, April 30, 2026 — The Department of the Treasury and the Internal Revenue Service today issued temporary regulations and the accompanying notice of proposed rulemaking on a new method for recovering federal excise tax paid on dyed fuel established under the One, Big, Beautiful Bill.

IRS to update Form 990 amid transparency push for nonprofits
04/30/2026

IRS to update Form 990 amid transparency push for nonprofits

A Treasury release said the changes are intended to “strengthen tax administration” and provide clearer reporting on the activities of tax-exempt organizations. No timeline was announced.

IRS offers extension option for taxpayers facing ERC claim deadlines
04/29/2026

IRS offers extension option for taxpayers facing ERC claim deadlines

Taxpayers meeting eligibility rules can now use Form 907 to preserve their right to challenge ERC disallowances while the IRS continues its review.

IRS recognizes thousands of VITA and TCE volunteers during National Volunteer Week: April 19-25 ,.....
04/27/2026

IRS recognizes thousands of VITA and TCE volunteers during National Volunteer Week: April 19-25 ,.....

IR-2026-56, April 24, 2026 — During National Volunteer Week, the Internal Revenue Service recognizes the tens of thousands of volunteers who donate their time to serve their communities and the nation by participating in the Volunteer Income Tax Assistance and Tax Counseling for the Elderly progra...

Ways to de-risk concentrated stock portfolios.....
04/25/2026

Ways to de-risk concentrated stock portfolios.....

Learn how investors can manage concentrated stock risk with minimal tax impact — and why CPAs should know the options.

Transfer of for-profit colleges to nonprofit entity held to be bargain sale
04/24/2026

Transfer of for-profit colleges to nonprofit entity held to be bargain sale

The Tax Court affirmed bargain sale treatment for a transfer of for-profit colleges to a nonprofit entity but adjusted the taxpayer’s claimed charitable deduction for the transfer.

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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