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Shah & Associates CPAs PA
- Accountants
- Lake Mary, FL
About this business
Location details
255 Primera Blvd, Suite #160-P, Lake Mary, FL, 32746, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
What a buffoon of a firm, their staff and owner Anshul. I signed up for their service this summer to help with my 2026 Tax planning and he is asking me to put money into some breast cancer strategy to save taxes. I wished I had done more research ahead of the time. But every step of the way, their service, engagement and professionalism leave so much to desire. Clearly what they claim to have expertise on is just all marketing fluff and having paid reviews. Please checkout posts on Reddit - with Anshul Shah and Mark Bianchi ... read more
Business response:
I’m sorry to hear you’re dissatisfied with your experience. We take concerns about the tax strategy, service quality, and billing seriously. Our confidentiality obligations prevent us from discussing any individual’s circumstances or communications in a public forum. However, we would like to clarify several general points. Almost all of our advanced tax planning strategies have a tax attorney opinion letter from the sponsor as part of our due diligence addressing the strategy’s federal tax treatment. All of our tax plann... read more
I was pitched by Anshul Shah to enter into a transaction to save my taxes in 2026. Upon futher research, the pitch by Shah CPA & Associates CPA directly violates Florida DBPR regulations, the AICPA Code of Professional Conduct, and IRS rules for various tax shelter strategies including charitable contributions. Under Florida Statute § 473.3205 and Florida Administrative Code Rule 61H1-21.003, a CPA firm cannot accept a commission or referral fee for recommending a product or service if they also handle your tax return prepar... read more
Business response:
We take concerns about professional ethics and tax compliance seriously. Our confidentiality obligations prevent us from discussing any individual’s circumstances or communications in a public forum. However, we would like to clarify several general points. Tax return preparation does not, by itself, prohibit a CPA from receiving a properly disclosed referral fee. Florida law and the AICPA Code distinguish permissible arrangements from prohibited arrangements. Our firm provides written disclosure of referral compensation be... read more
I got duped into scheduling a call with this firm due to constant barrage of their Facebook ads in my feed over the last few months. And I regret every minute that I had to spend with Anshul's incompetent team. They charged me fees without providing any service, made me sign letters before advising on Tax strategy and what they recommended seems pretty shady and unethical. Any logical person that abides by law would not engage with them. Anshul kepts pitching about new Big Beautiful Bill - but their practice seems outright v... read more
Business response:
We’re sorry to hear that you left the interaction feeling this way. We take concerns about fees, communication, and the quality of tax-planning recommendations seriously. Because tax matters and client engagements are confidential, we can’t discuss the specifics of any person’s situation publicly. We’ve asked our team to review the engagement, communications, fees, and recommendations in question. Our work is performed by qualified professionals following the requirements of the IRS and we review files internally whenever ... read more
Avoid Anshul Shah and his CPA firm at all the cost. They are crooks without any professional expertise and lacking ethical practices. You will be loosing your money and having to deal with lots of IRS inquires due their incompetencies. Btw, their practices have been reported to Florida CPA board, BBB and other authorities with evidences that suggest professional malpractices. Just search them up on yelp, reddits and any forum where reviews are not paid.
Business response:
We take concerns about our services seriously. We strongly disagree with the characterization of our firm and professionals in this review. Our firm remains committed to professional standards, client confidentiality, and supporting clients within the scope of our engagement. Our professional and ethical obligations prevent us from disclosing publicly any client’s taxpayer information, and we invite any client with a genuine concern to contact our office directly.
Avoid Anshul Shah and his CPA firm at all the cost. They are crooks without any professional expertise or courtesy. You will be loosing your money and having to deal with lots of IRS inquires due their incompetencies. Btw, their practices have been reported to Florida CPA board, BBB and other authorities with evidences that suggest professional malpractices.
Business response:
Our offices just opened after the labor day holiday weekend. We take concerns about our services seriously. We strongly disagree with the characterization of our firm and professionals in this review. Our firm remains committed to professional standards, client confidentiality, and supporting clients within the scope of our engagement. Our professional and ethical obligations prevent us from disclosing publicly any client’s taxpayer information, and we invite any client with a genuine concern to contact our office directly.
Frequently asked questions about Shah & Associates CPAs PA
How is Shah & Associates CPAs PA rated?
Shah & Associates CPAs PA has a 4.1 star rating with 64 reviews.
When is Shah & Associates CPAs PA open?
Shah & Associates CPAs PA is closed now. It will open at 9:00 a.m.