*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
777 Scudders Mill Rd Building 4, Suite 101
Plainsboro Township, New Jersey 08536
Neel Lilian Shioban Angela and team did a great job explaining estate planning to my parents. Neels?s gujurati is excellent. His analogies and style of delivery of complex subject to a elderly parents is touching. I highly recommend them.
We are extremely satisfied with the way our Trust / Estate planning was executed by Neel Shah esq / Siobhan Kinealy esq Team recently . The team was highly professional in understanding our needs , and made us comfortable through out the process. I would certainly recommend Omni 360 Advisors for all our future financial planning & goals ! Thanks to the whole team !!
Shah & Associates is such a professional and caring group of people who always keep their clients best interests in mind. When you are looking at financial and tax planning, there is no better team of people the Neel Shah and his staff. You get more than just outstanding product and service, you get educated. One of the few companies I know that educate you with every aspect of your financial life. I highly recommend them!
Neel and the team are amazing to work with. As an attorney myself, I know how important it is to find the right team to plan and protect your assets. I worked with Neel on my parents estate plan and couldn't have been happier with the process and outcome. If you are looking for the most knowledgeable and professional team to ensure your assets are safe and your affairs are in order, look no further!
Neel Shah and Associates is a 5 star professional team that has helped our family not only with financial planning but with estate planning as well. Neel and his team can explain the complex legal and financial world in a way that makes sense and in a way that we can apply to our lives. The team is ?? percent on top of the changing legal landscape. We recommend Shah and Associates with the highest regard.
I contacted several elder law attorneys before deciding to work with Neel Shah. I found Neel and his team to be the most knowledgeable, helpful, caring, patient, and responsive of any firm I spoke with. They are head and shoulders above the rest. For example, when I first called, I was able to speak with Neel the same day. He is available by phone, email, and online chat. His website also has a lot of good videos to help make sense of estate and trust planning. Neel was the only elder law attorney who knew
My family and I have been incredibly fortunate to connect with and have the Shah and associates team help us over the last 6 months on wills, trusts, estate planning, and financial planning and investments. The team did an incredible job listening and educating us on the overall process and options at hand. Given their multiple areas of expertise, it benefited our planning as the approach was very holistic and integrated from the setup of the will/trust to the financial planning and investment strategy that
My Uncle and I used Shah & Associates and I have to give them 5 stars for their professionalism, knowledge and kindness. Neel was very patient and explained every detail to us. His staff, Liz and Miriam were excellent! This practice will not disappoint! I highly recommend!
Neel Shah, Managing Attorney, Shah & Associates, has helped me navigate the tedious and often confusing process of Estate Planning and Asset Protection. Both Neel and his team are thorough professionals and are glad to simplify the jargon associated with such a process. Neel keeps me updated with periodic newsletters, complete with humorous anecdotes, and I do enjoy reading them. Thank you, Neel.
Renee and I had a great experience with Neel. He was excellent explaining all the options available to us in our Estate Planning. His explanation was in layman?s term and very easy to understand. His Asset worksheet was a step by step plan on how to put the Estate together. Thank you
After our daughter was born, my wife and I decided we needed to plan for her future in the event that we weren't there to see it. Neel and team provided great guidance on how to structure our desires and turned them into a comprehensive will and accompanying documents, covering finances, guardianship, and health decision making. I found the group responsive, professional, and personable, and I can comfortably recommend them to anyone looking for estate planning services.
My wife and I were very pleased with the services provided by Neel Shah. He is extremely knowledgeable, professional, and diligent. His entire staff were welcoming, helpful, and friendly. Thank you Neel, Elizabeth, Miriam, and Valerie. Great job! I highly recommend this law office!
My sister Rhea and I contacted Shah & Associates after the sudden death of our mother, and while our father was suffering from a terminal illness of his own in Spring 2013. We are a close-knit family, but sadly had never had estate discussions, and because of our father?s illness, he was no longer able to make decisions alone. Shah & Associates repeatedly went above and beyond our expectations to provide a clear outline of the processes we needed to address: Advanced Directive, Power of Attorney, Last Wil
Amazing firm that offers tax, legal and financial advice. They care deeply about their clients and offer a complete solution that integrates everything so I have a one-stop shop. They are knowledgeable and really make sure that all my components tie together. It brings peace of mind to know that I my finances and my legacy are in such compassionate, knowledgeable hands. I highly recommend to everyone I love and know and wouldn't consider anywhere else. There is no one else like them!
I am writing this review on behalf of my parents. They had a great experience working with this firm. The team was responsive. Neel explained everything in simple terms making it easy for the layman to understand.
Neel is an excellent attorney. His grasp of business law matters gives him a unique and powerful perspective when helping families with their estate planning needs.
Neel and his team helped our family with their estate planning services. They are professional, courteous and most importantly excellent at what they do.
Shah and Associates is a great law firm. Would highly recommend their team on account of their professionalism and friendly team.
Neel and his staff are caring and professional! They treat for their clients like family. I highly recommend Shah & associates!
Excellent services provided by Neil and his team. Very friendly and courteous while maintaining a true level of professionalism. Highly recommend their services.
Shah & Associates were nothing but professional and dutiful in helping me plan my accounts, I?d recommend them to anyone in my life!
NEEL SHAH AND TEAM DID AN EXCEPTIONAL JOB FOR ME AND FAMILY. VERY PROFESSIONAL AND KNOWLEDGEABLE. THEY PROVIDED NEEDED ESTATE PLANNING AND LEGAL MATTERS NECESSARY. MOST HELPFUL AND CARING.
Excellent experience with Shah&Associates. Very honest and trustworthy people who truly want the best for their clients.
Warm and friendly staff. They respond quickly to your needs. Highly recommend for legal planning!
He walks through the whole process in a simplified version, making it easy for us to accomplish this task , which can be difficult otherwise.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.