Shah & Associates, CPA, PLLC

Shah & Associates, CPA, PLLC

Reviews Summary

The reviews overwhelmingly praise the CPA's professionalism, knowledge, and responsiveness. Many highlight her expertise in handling complex tax situations, including multi-state filings, LLC/S-Corp transitions, and maximizing deductions. Clients appreciate her clear communication, attention to detail, and ability to simplify tax processes. While most reviews are glowing 5-star ratings, one mentions slightly slow processing as a minor drawback. Recurring themes include strong recommendations, reasonable pricing, and relief at finding a trustworthy tax professional. Several note long-term satisfaction across multiple years of service.

About This Listing

Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience

Contact Information

Address

310 Raleigh St

Holly Springs, North Carolina 27540

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Jigna is great! I have worked with her for years in the non-profit area. She is smart, detail-oriented, and has done a fantastic job for our organizations over the years. I would absolutely recommend!

Jigna was very professional in handling our tax return. She is quick in responding to any questions and provides detailed response. We had a great experience working with her and highly recommend her services!

When I lost my accountant of 12 years it took me a while to find Jigna. Highly recommended because the person she is, kind, very friendly, professional, knowledgeable, very easy to talk to. I felt at home in her office, everyone is friendly too! Thank you very much!

Jigna has been amazing with starting up my LLC for my real estate business, and helping me get situated with my personal and business tax returns and payroll. She is extremely knowledgeable, very responsive and has been extremely patient and helpful while I am learning all of this new info. Cannot recommend her enough! If you are looking for a CPA, stop now - you have found a great one!

As a financial advisor myself, it?s very important to me that I have a great CPA to refer my clients to. I know first hand Jigna does a great job because she also does my personal tax returns. She is knowledgeable, communicative, easy to work with, and I recommend her highly to any individual, family, or business that wants a great professional with integrity.

As a small business owner, Jigna has been critical in assisting me in setting up my accounting system and ensure that my Square store was set up correctly to collect the appropriate sales taxes. Jigna left no stone unturned and we highly recommend her services without hesitation. She far exceeded our expectations and was able to maximize all the deductions we were entitled to for our 2018 personal and business tax returns.

Jigna is always there to answer my questions, no matter how small, with a smile. She keeps me organized, informed, and current on any tax changes. She takes time to explain things to me so that I can understand. She is the best CPA I have ever worked with. I highly recommend her and love working with her.

Jigna is incredibly professional, efficient, and very reasonably priced for her work. I asked a local group who to go to for my 2019 taxes and everyone recommended her. In a week she had them done and ready for me to sign. She is now my go to for tax prep!

Stumbled across Mrs. Shah last year after searching Google and decided to let her do my taxes. As a first time new home owner I figured to give the professional a shot; she's close to home - a few minutes away, always down for supporting local families and business. Last year, received a decent return and was happy with it. So why not go back to the professional instead of dealing the 'Slayers or Pros online'. This year, she dug into my taxes, house (don't forget new home owner), expenditures, everything

Jigna Shah has been the CPA for our S Corp for about a year now. I engaged her services on the recommendation of a friend and I have been very satisfied. She is very professional and knowledgeable and has provided us good guidance regarding tax liabilities. She is also very approachable in person.

Jigna has provided quality tax service to us over the past two years! She's timely and rates are very fair. She's local to us- so we are lucky to have her close by. We'll continue to use Jigna's services in the future!

We have been using Jigna's services for the past few years now and are thoroughly satisfied. She has a very quick response time . She has helped us with the complicated tax filing for 2 states . I would highly recommend her .

Jigna is an awesome CPA. I consulted her regarding my need to file taxes for an out of state investment. She promptly identified issues in my TurboTax and filed extensions for state and federal tax that I filed through TurboTax. She also helped me to claim NC child care credit due to COVID-19 pandemic. Jigna always takes time to explain the whole process related to taxes and answer questions with detailed information. I highly recommend Jigna for accounting and tax filing services.

Jigna has been great with understanding our unique business and offering valuable advice that helps save us money. We have had a great experience with Jigna, and look forward to continuing our business partnership for years to come! - Salon Revive (Holly Springs, NC)

Jigna was very thorough with our tax preparation. We had a somewhat involved return with several different employers and three different states due to a move. She was responsive with all communication and efficient in completing our return.

We have been filing our taxes with Mrs.Jigna since 2 years and are very happy with her service. She is meticulous and has eye for detail. She efficiently worked with us and was able to mitigate our IRS queries. Highly recommend her.

Jigna is very resourceful and thorough with tax filing. Certain special circumstances with international transactions require a bit of research and she went above and beyond to get me the reliable information needed. She was an absolute pleasure to work with.

I have been using Jigna?s CPA services from inception of my business and I?m extremely happy with her services; I strongly recommend any small business or individuals to explore her services. Here are highlights of Jigna?s CPA services: 1. Secure communications of tax documents. Leverages Microsoft Azure cloud technology to store and communicate documents. 2. Extremely organized 3. Up-to-date with current tax law changes 4. Prompt response 5. Seasoned and experienced professional Hope this helps. Sincere

As my business was expanding, I became overwhelmed with navigating all the taxes, payroll, entity types, etc. Jigna has been incredibly helpful throughout the process and she has patiently answered my MANY questions. Jigna is knowledgeable and always very professional.

I followed Jigna on Facebook for awhile before we booked her as our CPA. We use her services for both individual tax returns, and for services for our LLC/S-Corp business. She helped us transition from an LLC to a S-Corp. and has been a wonderful source of knowledge regarding the laws and takes. We are very thankful for her services and plan on continuing to use her services for years to come.

I have a situation with my taxes and have to file with 3 states. I was in a state of complete disarray. Jigna was so helpful and met with me very short notice and reassured me that we can resolve my issue. She met with me in person and we walked through the issues and advised me how to resolve them. She is very responsive over email as well. Highly recommend!

Jigna is highly knowledgeable and very accommodating. She also is very quick to respond with any questions that you may have. Jigna makes the whole tax process very easy and painless!

We found Ms. Jigna Shah very attentive & efficient in her field of service. She answered our questions and explained the process as needed. Her interaction with our Financial advisor was helpful. Over all we found Jigna Shah to be very professional & easy to work with.

Jigna has been helping filing my taxes for past two years. I am very happy with the service. Highly recommend her.

Jigna is very knowledgeable with all aspects of accounting. She is very efficient and professional as well as being very reasonable. Highly recommend Jigna for any of your accounting needs.

Professional and courteous! I no longer worry about my corporate taxes! These folks are the best!

Best Tax Expert! Clean and transparent work. She takes the additional step to make sure legally everything is covered. And helps to maximize returns. Only - drawback i found is that the process is a bit slow ( which stops me from giving 5 stars) . But the quality of work is just amazing!!!

Jigna is well read and helped us thoroughly with the entire process. We are happy with the service we received.

Jigna is very professional and responsive. I am looking forward to working with her in future:)

Amazing CPA!!! She help me with all of my tax needs and I would recommend her to anyone!!

I would not give even 1 star as that is the minimum to give Very bad experience with the company, never responds or picks up phone and never give any helpful info. I would not recommend this to anyone. Bad customer service.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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