9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

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business man drinking coffee
man in pensive state

Harshad Shah

Harshad-001

HARSHAD SHAH

Associate
Phone: 408-422-9007

Harshad Shah has been providing tax planning services since 1981 for high income/high net worth business owners.  He has worked with numerous clients over the years and been very successful in implementing innovative tax solutions in conjunction with his alliances to expert tax attorneys.  In addition to having excellent insight in using charitable giving strategies for advanced charitable giving, he has developed keen problem-solving skills which enhance the work he does for his clients.

Prior to associating with EPD, Mr. Shah managed a flourishing tax practice in San Jose from 1988 to 2003 before selling it to an established CPA. Since 1996, he has been focused on solving tax problems for his clientele while looking for legal ways to reduce or avoid their tax liability.

He has extensively traveled all over the country to work with clients and has led seminars on tax planning and wealth enhancement strategies.  Over the past 14+ years, he has saved clients millions of dollars in taxes.

Prior to moving to the U.S. in 1987, Mr. Shah was a partner in a reputed accounting firm in Mumbai, India, specializing in complex tax planning for high income business owners and privately-held corporations.  From 1981 to 1986, he worked on many cases with the senior partner helping their clients substantially reduce business taxes.

Harshad earned his Bachelor’s Degree in accounting and finance from the prestigious Sydenham College of Commerce & Economics in India, then received his C.A. Degree (equivalent of CPA) with merits.

He has been active in international charities since 1991, primarily in the capacity of fundraising.  Due to his unique fundraising ideas, he has helped raise millions of dollars for charity.

He resides in San Jose with his wife, son and daughter.

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