Shah & Associates CPAs PA

Shah & Associates CPAs PA Tax Planning Firm Serving US Businesses with $1M+ in Annual Sales. We are your one stop shop for all accounting and tax needs.

Book a free no obligation call to find out how much we can save you annually: https://bit.ly/free-45-min-discovery-call Shah & Associates CPAs PA specializes in tax planning and tax preparation for small businesses and individuals. We’ve been particularly successful with businesses that are frustrated with overpaying the taxes due to lack of proper tax planning, disappointed with no new tax strategies and unhappy with the level of service they are getting from their existing CPA firm.

Many tax law changes went into effect this year. So it’s important to evaluate where your business stands — and where it...
07/22/2026

Many tax law changes went into effect this year. So it’s important to evaluate where your business stands — and where it’s headed — before year end. Tax planning opportunities may still be available, but they’ll become more limited as the calendar winds down. Whether you’re considering equipment purchases, compensation strategies, retirement plan contributions or other tax-saving moves, now is the time to look ahead and review your options. Call us at (407) 781 9806 to bring your 2026 tax strategy into focus.

You’ll probably owe tax on your retirement income — how much depends on factors such as the types of retirement accounts...
07/21/2026

You’ll probably owe tax on your retirement income — how much depends on factors such as the types of retirement accounts you own and your other income sources. In general, retirees should withdraw funds from any taxable accounts first, tax-deferred accounts second and tax-free accounts last. But different withdrawal strategies may benefit you. The important thing is to start planning before you retire. Call us at (407) 781 9806 for help.

Avoid underpayment penalties by staying on top of estimated tax payments and paycheck withholding. If you expect to owe ...
07/20/2026

Avoid underpayment penalties by staying on top of estimated tax payments and paycheck withholding. If you expect to owe at least $1,000 in taxes after subtracting credits and withholding, quarterly estimated payments may be required. Withholding and estimated payments must generally cover 90% of this year’s tax or 100% of last year’s tax (or 110%, depending on your income). Unsure if you’re on track? Let’s review your situation now to help avoid surprises when you file your 2026 return next year. Call us at (407) 781 9806.

If your C corporation traditionally makes deductible charitable gifts, make sure you know the rules for 2026 donations. ...
07/17/2026

If your C corporation traditionally makes deductible charitable gifts, make sure you know the rules for 2026 donations. Starting Jan. 1, 2026, corporations can only deduct charitable gifts in excess of 1% of the company’s taxable income, with a 10% of income cap. Amounts exceeding the 10% cap can be carried forward — as can amounts that aren’t currently deductible due to the 1% floor — for up to five years. You may want to execute a multiyear charitable deduction strategy if your company’s income varies from year to year. Contact us at (407) 781 9806. We can help by projecting income and other deductions so you can support your community while maximizing long-term tax benefits.

Not every business owner is the right fit for Shah & Associates CPAs – and that’s intentional.We don’t try to be the fir...
07/16/2026

Not every business owner is the right fit for Shah & Associates CPAs – and that’s intentional.

We don’t try to be the firm for everyone.

We work best with business owners and high‑income professionals who:

Earn $500K+ per year,
Often pay $50K+ in taxes, and
Want a long‑term partner for proactive tax strategy, not just someone to file a return.
The best client relationships are built on alignment, not volume.

That’s why before we ever become your CPA, we take the time to understand:

Your goals
How your business is structured
Whether our level of strategy and involvement actually makes sense for your situation
If we don’t believe we can create meaningful, ongoing tax savings for you over time, we’ll tell you that directly and won’t recommend moving forward.

Our goal isn’t to have the most clients.
Our goal is to have the right clients – so we can provide the depth of strategy, attention, and proactive planning they expect.

If you’re looking for a firm that treats tax planning like a long‑term partnership, not a once‑a‑year transaction:

📩 DM “FREE TAX ESTIMATE” to start the conversation and see if we’re a good fit for each other.

You probably have retirement questions: How much should I save before I quit working? When should I start taking Social ...
07/15/2026

You probably have retirement questions: How much should I save before I quit working? When should I start taking Social Security benefits? Can I retire before Medicare coverage kicks in? What about taxes in retirement? We can provide you with answers based on your individual financial circumstances and retirement goals. Contact us at (407) 781 9806.

If you’re earning $500K+ per year, employing your family might be more valuable than you think.For some business owners,...
07/15/2026

If you’re earning $500K+ per year, employing your family might be more valuable than you think.

For some business owners, hiring family isn’t just an operational choice – it can also be part of a broader tax and wealth strategy.

When family members do legitimate work, are properly documented, and are reasonably compensated, this can:

Shift income into lower brackets
Create planning opportunities
Help invest in the next generation
But like any tax strategy, the details matter.

The key isn’t just “put them on payroll.” It’s implementing it correctly and making sure it actually fits your bigger tax plan and long‑term goals.

If you’re a business owner earning $500K+ and wondering whether this strategy makes sense for you:

📩 DM “FREE TAX ESTIMATE” and we’ll review your situation to see if employing family members could be a smart part of your overall plan.

If you’re earning $500K+ per year, write-offs are not a tax strategy.One of the biggest misconceptions in business is th...
07/14/2026

If you’re earning $500K+ per year, write-offs are not a tax strategy.

One of the biggest misconceptions in business is thinking “spending more” automatically saves you money on taxes.

Write-offs are just a tool. You still spent a dollar to save a fraction of it.

A real tax strategy is knowing:

When to make purchases
How to structure your business
How income is recognized
Which planning opportunities actually fit your situation
The goal isn’t to create more deductions.
The goal is to legally keep more of what you earn over time.

If you’re a business owner or high‑income W‑2 earner making $500K+ and wondering whether you’re missing real planning opportunities:

📩 DM “FREE TAX ESTIMATE” and we’ll review your situation to see if a proactive tax plan could help you keep more, without spending just to “get a write-off.”

As a small business owner, it’s easy to think of a succession plan as involving only two people: you and your successor....
07/14/2026

As a small business owner, it’s easy to think of a succession plan as involving only two people: you and your successor. But a smooth transition may also require support from managers and other key employees. Communicating thoughtfully about your intentions and progress can help build confidence, reduce uncertainty and keep the business moving forward. Contact us at (407) 781 9806 for help addressing the tax, financial and strategic aspects of your plan.

Address

Lake Mary, FL

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm

Telephone

+1 407-781-9806

Website

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