Certified Public Accountants

Supporting your professional growth through Continuing Professional Education seminars; and here to help you meet the broader financial needs of your clients.

Because today’s increasingly complex world requires a holistic approach to financial planning, PareShah Partners works hard to create long-term mutually beneficial relationships with CPAs. In addition to supporting your professional growth through Continuing Professional Education seminars, we’re here to help you meet the broader financial needs of your clients.

For your business-owner clients, we help you access 401(k) and other qualified employee retirement savings plans, as well as employee stock ownership plans and captive insurance plans. We help you address succession-planning needs with buy-sell agreements, key-producer life insurance and disability insurance.

For your high-net-worth clients, we help you access innovative tax-advantaged estate planning solutions designed to create multi-generational wealth and leave impactful and lasting legacies.

For families, we help you access life, disability and long-term care insurance, as well as 529 Plans and other college-savings solutions.

CPA Tax Strategies

As a CPA, your clients rely on you for expert financial guidance, and we are here to help you take that to the next level. Our firm specializes in designing and implementing advanced tax-saving retirement and insurance strategies that align with your clients' financial goals. From SEP IRAs and 401(k) plans to Cash Balance Plans and Captive Insurance structures, we work in partnership with you to provide customized solutions that reduce tax liabilities while maximizing wealth accumulation.

By collaborating with us, you can offer your clients enhanced tax strategies without adding extra workload to your firm. We handle the plan setup, compliance, and ongoing management while you maintain your trusted advisory role. Let’s work together to create meaningful tax savings for your clients while strengthening your value as their go-to financial expert.

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Endorsements from CPAs

*The following endorsements are from CPAs who have attended Paresh Shah’s Continuing Education tax seminars and are not current clients of PareShah Partners (Merkkuri Wealth Management).

Click here to Join our future CPE events

To schedule a complementary consultation about your business’s needs, or to learn more about how we can help you achieve a secure and fulfilling retirement, click below. We look forward to speaking with you.

30 Minute Consultation