Services

At Ami Shah, CPA, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Please see our areas of specialization for a listing of the types of services we are most frequently asked to provide.

Tax Services

At Ami Shah CPA , we provide tax services for individuals, estates, and a wide range of businesses including LLC's, S-Corporations, and Non-Profits.

Our goal is to help you stay in compliance with the law while paying the minimum amount of tax possible. We handle:

  • Business Tax Return Preparation (i.e. Corporations, Partnerships, LLC's)
  • Individual Tax Return Preparation (i.e. Sole-Proprietorships)
  • Non-Profit Organization & Homeowner Association Tax Return Preparation
  • Multi-State & Out-of-State Tax Return Preparation
  • Offshore voluntary disclosure initiative (OVDI)
  • Report of Foreign Bank and Financial Accounts (FBAR)
  • Tax Strategies Evaluation
  • Tax Compliance & Planning
  • IRS & Franchise Tax Board Representations
  • Sales Tax & Payroll Tax Representations
  • Problem & Tax Matters Resolution
  • Marriage & Divorce Tax Matters
  • Innocent or Injured Spouse Relief, Penalty Abatement
  • Installment Agreements
  • Offer-in-Compromise (OIC)
  • Reduce Tax Penalties
  • Streamline Processing

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.

Small Business Services

  • QuickBooks Consulting & Training
  • We are QuickBooks® Certified ProAdvisor®. We can help you with QuickBooks:
  • Installation
  • Company Setup
  • Training (Of your people/staff in using QuickBooks)
  • Support and Assistance (If you are already using QuickBooks)

Foreign Bank Account Reporting

We provide Foreign Bank Account Reporting (FBAR) review and reporting services. Please call us for details on how we can fulfill your FBAR needs.

Here are some highlights of FBAR:

  • Foreign Bank and Financial Account Report (in short FBAR) is a form that IRS requires you to file to comply with the requirements of reporting Foreign Bank and Financial Accounts to Tax authorities in the United States.
  • Any United States person who has a financial interest, or signature authority, or other authority over any financial account in a foreign country, and if the aggregate value of these accounts exceeds US$10,000 at any time during the calendar year, must file a Report of Foreign Bank and Financial Accounts (FBAR).
  • A "foreign country" includes all geographical areas outside the United States, the Commonwealth of Puerto Rico, the Commonwealth of the Northern Mariana Islands, and the territories and possessions of the United States (including Guam, American Samoa, and the United States Virgin Islands)
  • This form needs to be completed and submitted to Internal Revenue Service before June 30th of the succeeding year.
  • The form needs to be filed separately and is not part of the tax return.
  • If more than one account is maintained in the foreign account the aggregate value of such accounts is considered for this purpose.

Accounting Services

We provide compilation, review and accounting services. We offer these services on both an ongoing and a special needs basis. Please call us for details on how we can fulfill your accounting needs.

We can perform all the functions of an in-house accounting department at a fraction of the cost. Our services Include:

  • Part-Time Controller & CFO Services
  • Financial Accounting & Management
  • Compilation, Write-Up, & Bookkeeping
  • Budgeting & Forecasting
  • Management Information Systems

Book Keeping Services

Get services tailored to your needs.


Spend your time building your business - and your profits; let us handle your bookkeeping, recordkeeping, and report filing. We can provide as many of the following services as you want:

  • Paying bills and managing accounts payable.
  • Handling all payroll functions, including quarterly and annual payroll tax reports
  • Invoicing your customers, posting collections, aging accounts receivables.
  • Doing your bank reconciliations and providing cash balance reports.
  • Maintaining sales journals and general ledgers.
  • Providing balance sheets, income statements, and other financial statements.
  • Preparing all required business tax reports and filings.
  • Preparing any customized reports you find useful.

Offshore Voluntary Disclosure Program

  • We specialize in IRS Offshore Voluntary Disclosure Program(OVDP) and have helped many clients save thousands of dollars in taxes and penalties.
  • We review your individual situation and come up with best plan to minimize your risk and tax obligations.
  • This is golden opportunity to disclose your Foriegn bank accounts and earnings to IRS and save thousands in penalties.
  • For review please contact us ASAP as IRS will end this program soon and everytime they open this program they increase the amount of penatiles.

Consulting Services

As much as you would like, not everything fits neatly into your plans. So we provide a full range of consulting services to address those "out of the box" needs.

Business Management Services

  • Strategic Planning
  • General consulting services
  • Business plans
  • Computer consulting
  • Information systems
  • Profit planning and analysis
  • Cash flow projections
  • Systems review and designs
  • Budgets and forecasts
  • Financing alternatives
  • Time management
  • Business roundtable
  • Key Performance Indicators
  • Benchmarking and trend analysis

International