"His mission is to establish a trusting relationship with his

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

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!

NEERAJ L. SHAH, Esq., M.B.A., C.P.A.
Neeraj L. Shah is the owner of two legally separate, but complimentary businesses, Shah CPA Firm, PLLC and Shah Law Firm, PLLC. He has earned an MBA, the C.P.A. designation and is admitted as an Attorney and Counselor at Law in all of the Courts of NYS and the U.S. Tax Court. Taken together, Neeraj is uniquely positioned to serve the financial, estate planning, and business needs of clients.

To deliver the best product, it is essential to fully understand all of the moving parts. Namely, 1) the government's ever-changing tax and estate laws, 2) an individual's assets, liabilities, and income streams, and 3) a person's goals and dreams. Neeraj offers clients a depth of knowledge, skill and business acumen that very few practitioners can match.

On the Personal Side

Neeraj grew up in Penfield and graduated from Penfield High School. He enjoys walking the Erie Canal, hiking the many beautiful NYS parks, and spending time with his family. He is an avid sports fan, particularly of Syracuse Orangemen basketball, Cornell hockey... and yes, even the Buffalo Bills!​

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


Neeraj is fully able to handle even the most complex matters. Aside from his law practice and accounting firm as mentioned above, Neeraj's outside work experience stems largely from his time at Citigroup, where he was Vice President. Some of the areas that he supported include: asset management, audit, business planning, and financial control (both domestic and international). He worked in a variety of localities including NYC and Hong Kong. He also worked for the IRS (Office of Chief Counsel) and Ernst & Young (tax services). He has been quoted on tax and legal issues in the Daily Record, Rochester's premiere daily law publication. On January 16, 2018, he presented on President Trump's landmark Tax Cuts and Jobs Act of 2017 to the Penfield Rotary Club, a local gem of a service organization.

Education and Designations

Esq.     New York State Bar - admitted as Attorney and Counselor at Law
CPA     Certified Public Accountant - New York State

JD        Washington University in St. Louis, School of Law               (tax and estate planning)
MBA     Cornell University, Johnson School of Management            (finance)
BA        University of Rochester                                                        (economics and political science)

            New York University - Certificate in Accounting
            University of Rochester - Certificates in Management Studies and International Relations
            University of Rochester - Special Achievement Citation in Finance

Jurisdictions Admitted to Practice as an Attorney

  • Courts of New York State, including:
    - Court of Appeals, Supreme Courts, County Courts
    - Surrogate's Courts, Family Courts, Court of Claims
  • U.S. Tax Court

Registered Tax Return Preparer

  • Internal Revenue Service
  • New York State

Speaking or Writing Engagements

  • Sep, 2011 - “IRS Offshore Deadline is Friday,” Daily Record is Western New York’s premiere daily law publication with a focus on law, real estate, and finance.
  • Jan, 2018 - presentation on President Trump's landmark Tax Cuts and Jobs Act of 2017, Penfield Rotary Club
  • Jan, 2019 - panel discussion on tax reform highlights and buying and selling homes in 2019. Panelists included David Browne of Keller Williams and Jolene Flaherty of Premium Mortgage.
  • Feb, 2019 - presentation on tax reform impact and buying and selling homes in the current market. Co-presenter was David Browne of Keller Williams. Irondequoit Public Library.

Professional Memberships and Volunteering

  • New York State Bar Association, Trust and Estates Law Section and 2015 Empire State Counsel
  • Monroe County Bar Association
    - Former Co-Chair-elect, Continuing Legal Education Committee, YLS (2010-2011)
    - Former Member, Law Practice Management Committee
    - Member, Elder Law Committee and Lawyer Referral Service Committee
  • Board of Trustees, Penfield Public Library (2016-2020)
    - Member, Strategic Planning Committee and Communication Committee
    - Officer, Secretary (2018 and 2019); Chair, Communication Committee (2018)
  • Penfield Recreation
    - Member, Strategic Master Plan Update Committee (2018)
  • Cub Scouts, Pack 250 (Penfield)
    - Recruiting Lead (2018-2019)

Main Building off Penfield Road

Attorneys often engage his services to prepare transfer tax returns such as estate tax or gift tax returns as part of estate administration responsibilities.​​

About Neeraj L. Shah

His mission is to establish a trusting relationship
​with his clients and provide sound personalized solutions.​

clients and provide sound personalized solutions."

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. 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.

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

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'Connect' via Linkedin:

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

   Tax Preparation partners in the works include:

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​April 15th Countdown!

   For New York City 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"

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

   Mi casa es su casa:

mytowntax.com for mi casa tax preparation

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'Like' our LAW FB page:

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

   For Syracuse Tax Preparation, visit our PARTNER pages:

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​​​​​​​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.

'Like' our CPA FB page

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