​PRACTICE TIPS - find more tips on the 'practice tips' page

(August 10, 2020) Tackle Your Estate Plan Today! – Estate planning is often pushed off as a to-do item for many because it really doesn’t have a hard deadline like, for example, preparing your income tax return. A good estate plan is pretty comprehensive and includes a lot of moving parts. Even so, an individual can be very prepared if some of the more important tasks are addressed over the course of 3-4 years (don’t need to do everything at once). I would especially encourage the following: 1) incapacity planning (durable power of attorney and health care directive), 2) organizing your assets and liabilities (with ownership for each asset), 3) beneficiary designations (make sure this is current and not stale information), 4) legal documentation (will and trusts), and 5) identify people or loved ones to take on key roles (executor, trustee and guardian).


UPCOMING TAX (AND FUN) CALENDAR

Sep 10, 2020 – PENFIELD SCHOOLS (New) START DATE

Sep 15, 2020 – Extended Partnership and S-Corporation Tax Return due & 3rd Quarter Individual Estimated Tax Payment due

Oct 15, 2020 – Extended Individual and C-Corporation Tax Return due

Nov 26, 2020 – THANKSGIVING

Dec 25, 2020 – CHRISTMAS

Jan 15, 2021 – 4th Quarter Individual Estimated Tax Payment due

Feb 1, 2021 – Form W2 / W3 and Form 1099-NEC (new form) due

March 1, 2021 – Form 1099-MISC due

March 15, 2021 – Partnership and S-Corporation Income Tax Return due

April 15, 2021 – Individual Income and C-Corporation Tax Return due


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   For Syracuse Tax Preparation, visit our PARTNER pages:

cusetax.com for those that bleed orangetax preparation

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skaneatelestax.com for skaneateles tax preparation

Neeraj Shah, Esq., MBA, CPA - call 585.388.8388, www.penfieldtax.com

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​DISCLAIMER: Attorney Advertising. This website is advertising material. The choice of a lawyer is an important decision and should not be based solely upon advertisements. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. You are invited to contact the office by phone, letters or electronic mail. Contacting the office does not create an attorney-client relationship. Please do not send any confidential information to the office until an attorney-client relationship has been established in writing. This website aims to give the description of two legally separate businesses, Shah CPA Firm, PLLC and Shah Law Firm, PLLC. Specific information regarding Shah CPA Firm, PLLC can be found at http://www.penfieldtax.com/the-cpa-firm.html. Specific information regarding Shah Law Firm, PLLC can be found at http://www.penfieldtax.com/the-law-firm.html. The home page is only meant as a convenience. Top 5 neighborhoods that we serve for tax preparation in Rochester, NY are: Penfield, Webster, Pittsford, Fairport and the city of Rochester. Also serve for tax preparation in: Irondequoit, Henrietta, Macedon, Walworth, and Mendon. 

SHAH LAW FIRM, PLLC
  • estate planning
  • business law
  • tax law
  • succession planning

Shah CPA Firm, PLLC - "a CPA firm that offers tax preparation and more"

ROCHESTER, NY -  (August 6, 2020) - Tax laws are constantly changing. For example, the recently passed CARES Act can help eligible taxpayers in providing potential favorable tax treatment for withdrawals from retirement plans and IRAs. It is more critical now than ever to have you taxes prepared carefully. In light of the COVID-19 environment, we are offering clients several options. You can either 1) call and make an appointment for a face-to-face meeting, 2) call to schedule a drop-off for your paperwork, or 3) mail your paperwork. Call today, 585-388-8388. We are here for you!

STRAIGHT TALK - Do you go to one of those national tax preparer chains? You know, seasonal tax preparers who have limited qualifications and experience, and give themselves fancy titles. Few, if any, are licensed CPAs and certainly none are attorneys. Thinking of preparing your return yourself? Question - Who are you going to call when you're all alone and have an issue afterwards (i.e. letter from IRS or state)?

     You're probably paying more for your tax preparation - and unlike those chains, we are available year-round. Don't opt for an inferior product; your refund depends on it!

ROCHESTER 10-DAY FORECAST...Sure, it's warm right now, but apple season will be here before you know it! Be safe everyone...

GET MORE FOR YOUR MONEY
​At Shah CPA Firm, PLLC, we do more than just tax preparation, and we are more than qualified
​to address your tax needs. Call us today - 585-388-8388.

OUR COMMITMENT AND VALUES

Neeraj Shah offers clients a depth of knowledge, skill and business acumen that very few practitioners can match. Located in Penfield, NY, both companies aim to treat their respective clients with courtesy and integrity. Experience in the subject matter and notable expertise ensures that your financial or legal matter is in good hands. The firms have consistent track record of uncompromising ethics which hope to instill confidence and trust.

   For Downstate, Albany, Southern-tier and Central NYS area Tax Preparation, visit our PARTNER pages:

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Tax, Financial, Estate Planning, and Business

Main Building off Penfield Road

"Any one may so arrange his affairs that his taxes shall be as low as possible;
​he is not bound to choose the pattern which will best pay the Treasury; there is not even a patriotic ​duty to increase one's taxes."

Learned Hand, US Judge, Helvering v. Gregory (1934).

   Tax Preparation partners in the works include:

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   Mi casa es su casa:

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KEYWORDS: Neeraj Shah, Neeraj L. Shah, Neeraj, CPA, C.P.A., MBA, M.B.A., J.D., Esq., attorney, tax, law, estate planning, financial, legal, Rochester, Penfield, Fairport, Webster, Pittsford, tax preparation, tax prep, rochester tax preparation, penfield tax preparation, fairport tax preparation, webster tax preparation, pittsford tax preparation, perinton tax preparation, macedon tax preparation, walworth tax preparation, mendon tax preparation, canandaigua tax preparation, east rochester tax preparation, greece tax preparation, henrietta tax preparation, irondequoit tax preparation, rochester tax prep, penfield tax, rochester tax, 14526, 14625, 14580, 14534, 14450

Uniquely qualified to serve all your needs:

​​​​​​​Attorney Advertising Material * CPA Advertising Material * With the designations of being an attorney and a CPA, we are proudly one of the most qualified tax preparation firms in Rochester, NY. Don't opt for an inferior product; call 585-388-8388! Webster tax preparation? We've got it. Fairport tax preparation? We've got that too. Yes, Pittsford tax preparation and of course, Penfield tax preparation. Top 5 neighborhoods that we serve for tax preparation in Rochester, NY are: Penfield, Webster, Pittsford, Fairport and the city of Rochester.  Brilliant tax preparation in 14526 and 14625.

   For Rochester Tax Preparation, visit our PARTNER pages:

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Shah Law Firm, PLLC - "a LAW firm with a focus in estate planning, tax law, and business"

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​April 15th Countdown!

​* an Attorney, a MBA, and a CPA *

   For Buffalo Tax Preparation, visit our PARTNER pages:

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grandislandtax.com for grand island tax preparation

cheektowagatax.com for cheektowaga tax preparation

Neeraj L. Shah, Esq., MBA, CPA
(585) 388-8388

ABOUT NEERAJ SHAH, ESQ., MBA, CPA

  • ​the owner of both Shah CPA Firm, PLLC and Shah Law Firm, PLLC
  • ​an Attorney
  • a M.B.A.
  • a C.P.A.
  • uniquely qualified to serve your financial, estate planning, and business needs

   For Long Island and Westchester County area Tax Preparation, visit our PARTNER pages:

thehamptonstax.com for the hamptons tax preparation

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SHAH CPA FIRM, PLLC
  • tax preparation
  • accounting services
  • financial planning
  • business plans

   For New York City Tax Preparation, visit our PARTNER pages:

yankeestax.com for the best tax preparation

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Cost effective solutions for all of your financial needs
Individual, Partnership, and Corporate tax solutions
Estate Planning and Closely-held Business solutions
​

Address and Contact Info

2033 Penfield Rd (located at the rear of the parking lot; formerly 2041 Penfield Rd)
Penfield, NY 14526

Phone: (585) 388-8388
Email us at: neeraj AT penfieldtax DOT com

Directions from the Westside

  • FROM the west. Take 490 East to Exit 23, LEFT on Linden Ave (NY-441) towards Penfield. Continue on 441 for 4 miles. Linden Ave becomes Penfield Rd. Office is on the RIGHT side on top of the hill. 2033 Penfield Rd, Penfield NY 14526.

... you will pass the Penfield town line
... you will pass Five Mile Line Rd
... you will pass Baird Rd

​... if you see the Penfield Wegmans or Rt 250, then you've gone too far!