Stevens, Sloan & Shah CPAs
Stevens, Sloan & Shah CPAs
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  • Home
  • Our Firm
    • Mr. Stevens
    • Mr. Sloan
    • Mr. Shah
  • Our Team
    • Mr. Shah
    • Michael Shah
    • Neil Shah
    • Dennis Shaler
  • Our Expertise
    • Agriculture & Farming
    • Real Estate & Construction
    • Faith-Based Institutions
    • High Net-Worth Individuals
    • Family Businesses
    • Banks & Financial Institutions
  • Our Services
    • Wealth Creation
    • Consulting
    • Estate Planning
    • Taxation
    • Virtual CFO & Accounting
    • Technology & Systems Implementation
  • Blog
  • Resources
    • Forms & Templates
    • File Share
    • Online Resources
    • Remote Support
  • Contact Us
    • Monterey County
    • Silicon Valley

Mr. Shah

Certified Public Accountant

Mr. Shah


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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. 
 
Professional Associations & 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 & Certifications
Certified Public Accountant, State of California
Golden Gate University, San Francisco; Masters in Science in Accounting
American College of Forensic Examiners, Diplomate of the American Board of Forensic Accounting

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Mr. Stevens
1918-2010

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Mr. Sloan
1919-2006

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© Copyright 2015 - Stevens, Sloan & Shah CPAs - A California Professional Corporation
975 West Alisal Street, Suite D, Salinas, CA 93901  ||  1631 Willow Street, Suite 110, San Jose, CA 95125
Serving Salinas, Monterey, King City, Soledad, Carmel, the greater Monterey County Area, Silicon Valley and the Greater Bay Area