Shah & Trivedi CPA, PLLC

Shah & Trivedi CPA, PLLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional professionalism, thoroughness, and responsiveness. Many clients praise long-term reliability, tax expertise, and maximized returns. The team is frequently commended for patience, clear communication, and going above expectations. A few negative mentions cite unresponsiveness or billing issues, but most emphasize trustworthiness, tech-savvy portals, and consistent 5-star service across years. Recurring themes include detailed work, ethical practices, and stress-free tax preparation.

About This Listing

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.*

Contact Information

Address

3230 Prosperity Church Rd #202

Charlotte, North Carolina 28269

Hours

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

Customer Reviews

Met with them ahead of the tax season to ensure they would help us with filing our taxes and provide tax advisement given that our tax situation got complicated. Made an appointment, had a meeting. They told us they would send us a link to their portal when tax season rolled around. I called asking how to transmit our tax documents, they said to email them and they'd respond with a link to the portal. I sent them multiple emails with no response and we have not heard from them since. Now we are late into th

Awesome Service. Everything from the start to finish is absolutely amazing. The portal and the chat feature in the portal are amazing. You don?t even need to talk with anyone. Just send your question in the chat and someone will respond in few hours at the max.

I am very fortunate to have found Shah & Trivedi CPA, PLLC several years ago. They are very professional and provide excellent services for all your Tax needs. Even though I have moved out of state , I still use their Tax services each year. I have 100% confidence in their services and highly recommend them to any one looking for a reliable, professional CPA.

We have been tax return services by Shah and Trivedi for last many years. Of course, could not have this continued association without their excellent, timely, cooperative and friendly services as and when needed. Very little to follow-up, other than understanding nuts and bolts. You need to try them out.

Very friendly service. Was able to help me with everything I needed for my 2023 income taxes. I usually e-file but had to do a lot of gig work in 2023 and was not sure how to go about it. This office was very helpful and they have great communication that takes place through their app portal. Highly recommend.

First time user of Shah & Trivedi CPA! I had a great experience and will definitely use them again. If you are looking for a tax provider that is professional with great customer service, look no further, Shah & Trivedi is the place for you! Thank you!

Have been with this firm for few years now and have nothing bad to say! If you don't like quick responses, personal touch, attention to details and candid tax advise then look elsewhere! I am going to stick with this team for upcoming few years for sure. Firm uses very current tech. - Online portal to upload docs and chat with their team members while in the process. Make the process very convenient and efficient rather than email and phone calls. Love the effective use of tech. in an accounting firm!

I have been using Shah & Trivedi CPA, PLLC for 2 years now. I am very impressed and satisfied with their services. They are professional, attentive, and very knowledgeable. They have saved me a lot more money than previous accountants, and even more valuably, they have taught me a lot about more taxes. I have never felt more confident in an tax/accounting firm.

Amazing! After working with various CPA firms and feeling they either don't know what they are doing or don't care, I found Shah & Trivedi. I haven't even finished my filing yet, but I already feel the difference. They listen to you and are willing to explain things to you; why they did what they did. I'm truly impressed so far with the great team they have! All 5 stars and now I know why.

I recently had the pleasure of working with a Kirti Shah and his team to file my taxes. I must say that my experience was exceptional. From start to finish, his team was professional, knowledgeable, and attentive to my needs. Overall, I highly recommend Kirti Shah and Sangeetha to anyone who wants to ensure that their taxes are done accurately, efficiently, and with their best interests in mind. They truly went above and beyond to ensure that I was completely satisfied with their services, and I couldn't be

Very Unprofessional Firm. I have to pay heavy penalty to IRS because of their carelessness. I told the accountant that my previous bank account was hacked so I provide new info though still they put the same name in file returns and charge their own fee with new account. I will never use them again.

We get our tax returns done every year from Shah and Trivedi. They are very friendly, super quick, they go above and beyond to answer our questions and help us patiently. I would recommend them for anyone who need help with their tax returns.

Kalgi and her team is amazing! Very detail oriented, attentive to your requirements and will always guide you the right and ethical way! They will also make sure they educate you and establish a stress free tax prep for you! I have always loved and enjoyed working with them.

We are using Shah & Trivedi CPA, PLL for many years now . They are the best for Accounting & Tax Services, the firm is very attentive to our needs, very kind on details which is evident in the delivery of service. We received expert advice, even received services that was outside the scope of our contract/agreement. Shah & Trivedi CPA, PLLC gave us value for money, in a quick and efficient way. Without a doubt, we would highly recommend using Shah & Trivedi CPA, PLLC.

Kirta shah cpa has been doing my taxes for multiple properties,multiple states and several years. His staff is professional and does a great job for us. The thing I like best is that they're always patient with us and go above and beyond answering our questions and helping us, even though they do not get paid for the additional services. Absolutely outstanding and on point.

The Shah and Kirti team is very efficient and professional. They did a good job on our tax filings. I recommend to give a serious try.

Shah & Tridevi provides excellent and efficient service with detailed work that makes them the best partners for our company. We appreciate their timely response. Another year on and still the best quality accounting firm we have worked with.

I have been using the services of Shah & Trivedi CPA, PLLC to prepare our Federal and State taxes for the past 2 years. I am extremely impressed with their knowledge of the tax code, dedication and professionalism. Looking forward to a professional relationship with them for years to come. Thank you Shah & Trivedi team! Heron Rodrigues

We are customer since 2011. We are very pleased with the professionalism of the whole team at Shah & Trivedi CPA, PLLC. Their response is very timely and they don't leave any loose ends. Firm is very knowledgeable and ethical . We feel we are in good hands.

Very professional service. This is the first year they're doing my business taxes and they've done an amazing job. Always very attentive and thorough in work. I highly recommend using their services.

Very good CPA Firm in Charlotte NC Customer service is great! Reasonably priced for business and personal taxes

These guys are doing my taxes for 4 years. They are vey professional. They return phone calls . Once all tax documents are hand over, they will use all possible legal ways to maximize your returns. I will use their services this year too .

Set up a consultation call, they forgot about it, when I called them to ask what happened they said we can meet now for a 15 min call for $100. They never said anything about price originally.

The level of detail their team provides distinguishes them from other providers." They were always available and always in communication." Shah & Trivedi CPA, PLLC is my 1st accounting firm for my business and will remains for rest too

I have been filing with Kirti, Kalgi and team for more than 5 years now. They are very thorough with their job and do it in a very efficient and timely manner.

I appreciate the excellent service and great attention to detail to ensure compliance on my tax returns is just amazing. I strongly recommend this team

We have using their services for last 5 years, and very happy. They have been well organized , very knowledgeable and responsive in every dealing

Highly recommended and helpful in all the TAX related services. Quick response if you have any tax related questions.

Very professional... Quick turnaround time. Would recommend their services. I am glad they are coming to raleigh area.

Great staff and office! Very helpful! They do a lot of hard work and are always there for you!

Have been using this service for 5 years . Highly recommend

Very professional, very prompt and happily willing to help the customers. Keep it up.... Thank you for your nice work.

Great Cpa Firm and People to work with.

Great job . Always available and explain in Detail.

Very efficient and incredibly helpful!

Always appreciate the timely delivery of the required.

Really bad service and very rude behavior

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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