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! 🏇

Thank you to the Town of Penfield and our Penfield Public Library 📚 for trusting me to be  a member of the library's Board of Trustees for the last 10 years, ending December 2025.

I have always been a fan of Penfield and an advocate for the library system, so the opportunity to give back in a direct way to an organization that means so much to me was very rewarding. I hope I was able to be a voice for the community, staff and patrons alike over the years.

So many wonderful memories with fellow Trustees, staff and directors. We accomplished a lot over the years. I am most happy for 1) extending operating hours to accommodate earlier mornings, 2) our logo and brand development, 3) the beautiful freestanding sign that welcomes visitors to the library, 4) transition to new director, 5) a number of much needed capital improvements, 6) patron-friendly fine policy, 7) advocating for needed funds from the Town of Penfield's annual budgets, and of course 8) fiscal responsibility.

This was my first time serving on a Board. I learned so much from fellow Trustees and Directors. Just as important, I am most grateful for the lifelong friendships that resulted from our monthly meetings. Thank you.

I am so proud of my hometown, the Town of Penfield. Below are some websites that present Penfield in various forms:

1. photos of Penfield - penfieldphotos.com
2. current events in Penfield - penfieldevents.com
3. history of Penfield - penfieldhistory.com
4. poems of Penfield and me - penfieldpoems.com

... Visit the websites above to get more informed about Penfield.