NEERAJ L. SHAH, Esq., M.B.A., C.P.A.
Neeraj L. Shah is the owner of two legally separate, but complimentary businesses, NLS Financial Solutions and NLS Legal Solutions. He has earned 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 believes he 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.
His mission is to establish a trusting relationship with his clients and provide sound personalized solutions.
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 interviewed and quoted on tax and legal issues in the Daily Record, Western New York's premiere daily law publication.
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
American Bar Association
New York State Bar Association, Trust and Estates Law Section
Monroe County Bar Association
- Former Co-Chair-elect, Continuing Legal Education Committee, YLS (2010-2011)
- Member, Law Practice Management Committee
- Member, Elder Law Committee
- Member, Lawyer Referral Service Committee
Intuit, Accounting Professional Research Panel
On the Personal Side
Native to Rochester, Neeraj lives with his wife and son. In his free time, you may find him walking the Erie Canal. He is an avid sports fan, particularly of Syracuse Orangemen basketball and Cornell hockey.
Cost effective solutions for all of your financial needs
Individual, Partnership, and Corporate tax solutions
Estate Planning and Closely-held Business solutions
EAST OFFICE - in Penfield, NY
2041 Penfield Rd
Penfield, NY 14526
WEST OFFICE - in Gates, NY
2292 Lyell Ave (across Gates Wegmans)
Rochester, NY 14606
Central Phone Desk: (585) 426-0200
Email us at: info AT neerajfinancial DOT com
GATES (West Office) PENFIELD (East Office)
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