Shah & Trivedi CPA, PLLC is a leading North Carolina based CPA firm providing accounting, tax, wealth management and business advisory services to small and middle market companies in the Carolinas and across the world. Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in. Our business is your financial success. 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, 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 •Quality •Professionalism and Knowledge •Dignity and Respect •Community