Mr. Shah

Managing Shareholder
Mr. Shah has over 30 years of experience in accounting, consulting, strategic planning, family wealth building, estate planning, tax planning and church accounting. He specializes in individual taxation and business taxation including closely held businesses, C Corporations, S Corporations, Partnerships, and Limited Liability Companies. Mr. Shah also serves high-net-worth clients focusing on succession planning, family wealth preservation and estate and trust taxation. Mr. Shah has experience in the Agriculture, Church, Financial Services, and Real Estate Industries.
   
Mr. Shah was an Organizer of Pacific Valley Bank (PVB), was a Director of PVB from 2009 until 2014 and served as PVB’s Chairman of Board of Directors during that time. He retired from banking in April, 2014. He is a Founder and acting Chairman & CEO of Stevens, Sloan & Shah CPAs. He is also a Rotarian and Paul Harris Fellow. Mr. Shah is also actively involved in the community and runs a local non-profit 501(c)(3) organization called Global Uplift. 
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Professional Associations and Leadership
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Served as Chairman of Pacific Valley Bank
Organizer & Founder of Global Uplift, Inc.
Rotary Club of King City

Education and Certifications
Certified Public Accountant, State of California
Golden Gate University, San Francisco; Masters in Science in Accounting
American College of Forensic Examiners, Diplomat of the American Board of Forensic Accounting