NEERAJ SHAH, ESQ., MBA, CPA

As an accountant and lawyer, Neeraj offers clients a depth of knowledge, skill and business acumen that very few practitioners can match. 

Neeraj's CPA firm and LAW firm truly dovetail nicely with each other. Most often, people are introduced to Neeraj for income tax preparation. Over time, a trust builds between him and the client, thereby establishing a long-term relationship. You can see why knowing the client is essential in tackling any estate planning or business law concern. It is common for businesses to preach long-term relationships. Neeraj actually builds them! 😉

The power of having a good team not only can bring success to horse racing, but also can bring success to your personal finance. Just like the owners, the trainers and the jockeys need to be on the same page, it is important to have your attorney, your accountant and your financial advisor speaking the same language.

Unforced errors in your personal finance goals can happen quickly. Imagine if attorneys don't understand the tax code (and often they don't). Imagine if financial advisors roll out a comprehensive plan for a client without consulting the family accountant (and often they do). Imagine if accountants recommend to form a legal entity for tax reasons (not realizing all the compliance requirements and risk exposure). This stuff happens - routinely.

Neeraj Shah is a licensed CPA and attorney who graduated from a top law school (Washington University in St. Louis). Who better to brainstorm options to save money 💰 on your taxes while mitigating legal risks 🪂? Neeraj is also a graduate of a top MBA school (Cornell University). Who better to discuss strategy 🎲 with? Neeraj is also a graduate of a great local university with a global reach (University of Rochester). Who better to network with?

Get on the team - get into the Winner's Circle! 🏇

⭐️⭐️⭐️⭐️⭐️ Grateful to my clients that have written TESTIMONIALS for me - ❤️. It is a bi-product of the relationship that we have developed and the quality work product that we aim for. 

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... 100+ other towns. Visit YOUR BUSINESS CARD for complete network.