Insights

Small firm growth Target Shah & Trivedi CPA for scalable advisory services such as outsourced bookkeeping, payroll optimization, and cloud-based financial systems to support their growth as they serve small to middle-market clients.

Wealth & retirement Offer wealth management and retirement planning solutions customized for the firm’s client base, emphasizing integrated tax and financial planning to complement their existing services.

Technology enablement Position cybersecurity, data analytics, and ERP/financial system integration offerings to enhance accuracy, speed, and compliance for a firm with a modern tech stack and client-facing needs.

Compliance edge Provide updated regulatory guidance, ASC 606/IFRS alignment, and ASC/GAAP compliance services to support their accounting and not-for-profit clients, reinforcing their value proposition in accuracy and integrity.

Market expansion Leverage their North Carolina base and global client reach to propose cross-border tax planning, international bookkeeping, and multinational client onboarding solutions to widen their service footprint.

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Shah & Trivedi CPA, PLLC Tech Stack

Shah & Trivedi CPA, PLLC uses 8 technology products and services including gstatic.com, WordPress, Microsoft Excel, and more. Explore Shah & Trivedi CPA, PLLC's tech stack below.

  • gstatic.com
    Content Delivery Network
  • Content Management System
  • Microsoft Excel
    Editors
  • Elementor
    Page Builders
  • Real User Monitoring
  • Sitelinks Search Box
    Web Tools And Plugins

Shah & Trivedi CPA, PLLC's Email Address Formats

Shah & Trivedi CPA, PLLC uses at least 1 email format:
Shah & Trivedi CPA, PLLC Email FormatsExamplePercentage
First.Last@shahandtrivedicpa.comJohn.Doe@shahandtrivedicpa.com
100%

Frequently Asked Questions

What is Shah & Trivedi CPA, PLLC's official website and social media links?

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Shah & Trivedi CPA, PLLC's official website is shahandtrivedicpa.com and has social profiles on LinkedIn.

How much revenue does Shah & Trivedi CPA, PLLC generate?

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As of September 2026, Shah & Trivedi CPA, PLLC's annual revenue is estimated to be $1M - $10M.

What is Shah & Trivedi CPA, PLLC's NAICS code?

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Shah & Trivedi CPA, PLLC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Shah & Trivedi CPA, PLLC have currently?

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As of September 2026, Shah & Trivedi CPA, PLLC has approximately 3 employees across 1 continents, including North America. Key team members include Partner: K. T. and Full Service Accounting And Tax Services: J. S. Explore Shah & Trivedi CPA, PLLC's employee directory with LeadIQ.

What industry does Shah & Trivedi CPA, PLLC belong to?

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Shah & Trivedi CPA, PLLC operates in the Accounting industry.

What technology does Shah & Trivedi CPA, PLLC use?

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Shah & Trivedi CPA, PLLC's tech stack includes gstatic.com, WordPress, Microsoft Excel, Google Workspace, Mailchimp, Elementor, New Relic and Sitelinks Search Box.

What is Shah & Trivedi CPA, PLLC's email format?

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Shah & Trivedi CPA, PLLC's email format typically follows the pattern of First.Last@shahandtrivedicpa.com. Find more Shah & Trivedi CPA, PLLC email formats with LeadIQ.

When was Shah & Trivedi CPA, PLLC founded?

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Shah & Trivedi CPA, PLLC was founded in 2009.
Shah & Trivedi CPA, PLLC logo

Shah & Trivedi CPA, PLLC

AccountingNorth Carolina, United States2-10 Employees

Shah & Trivedi CPA, PLLC is a North Carolina-based accounting firm that provides a range of services including bookkeeping, payroll, tax, wealth management, retirement planning, college education funding, and business consultation to small and middle-market organizations. The firm emphasizes building personal relationships with clients through values such as honesty, integrity, quality, professionalism, dignity, respect, and community, aiming to support clients with timely and accurate financial and tax reporting. Based in Charlotte, the practice serves clients in the Carolinas and beyond, leveraging the partners’ combined more-than-50 years of experience to help clients with business planning, education funding, retirement goals, and financial guidance. The firm positions itself as a professional advisory partner for public, private, and not-for-profit entities, relying on membership in professional bodies and a client-centered approach grounded in longstanding relationships.

Section iconCompany Overview

NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Shah & Trivedi CPA, PLLC's revenue is estimated to be in the range of $1M - $10M

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