Shah CPA Firm, PLLC and Shah Law Firm, PLLC is a unique dual-practice firm offering integrated legal and financial services from its Penfield, New York office. Combining the expertise of a certified public accountant and an attorney, the firm provides a comprehensive approach to tax law, estate planning, and business advisory services, standing out through its multi-disciplinary perspective and deep generational roots in the community.
Led by Neeraj Shah, Esq., MBA, CPA—a professional with qualifications from Cornell University, Washington University in St. Louis, and the University of Rochester—the firm emphasizes long-term client relationships, education, and strategic guidance. It serves individuals, families, and business owners, leveraging decades of family business experience and a commitment to ethical, personalized service.
Services Offered
- Tax attorney services
- Certified public accounting
- Elder law
- Estate planning
- Financial consulting
- Financial planning
- Tax preparation
- Business law
- FinCEN compliance
- Estate and business succession planning
- Medicare and Social Security planning
- College planning advisory
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With deep ties to the Penfield area and a legacy dating back to the late 1970s, the firm takes pride in its local engagement, including Neeraj Shah’s role on the Penfield Library Board of Trustees. Services are supported by a strong educational outreach effort, including published articles on key financial and legal topics.
