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Business Details
We are Shafi & Co - Tariq Shafi & Company, a trusted CPA firm serving individuals and businesses across all 50 states and the District of Columbia. With more than thirty years of accounting, auditing, and tax experience, we bring deep industry knowledge to every engagement. Our founder has spent six years as a tax and accounting manager at a prestigious firm before launching his own practice in 1995. Since that time, our reputation for highquality service at reasonable cost has grown steadily, fueled by word of mouth and client referrals. We pride ourselves on deconstructing complex tax, business, and financial issues into clear, actionable solutions for our clients. Our team stays ahead of evolving regulations through continuous education, universitylevel teaching, and proactive representation in IRS audits.

We collaborate with clients as trusted partners, empowering them to make informed decisions that enhance financial health and prosperity. Our commitment to client satisfaction is demonstrated by our free portfolio reviews, customized plans, and transparent communication. We actively give back to the community through charitable involvement, local educational initiatives, and public speaking engagements. Our adjunct professor role ensures we train the next generation of financial professionals, keeping our practice at the forefront of best practices. We look forward to connecting with you, learning your story, and helping you achieve your financial goals.
Highlights and features
  • We bring over 30 years of proven CPA expertise.
  • We offer free portfolio reviews to assess your financial health.
  • Our continuous education ensures we stay ahead of tax changes.
  • We collaborate as partners, empowering clients to make informed decisions.
  • Our community outreach reflects our commitment to local growth.
Services
Tax Planning
We offer comprehensive tax planning that aligns with each clients unique financial landscape. Our strategies reduce liabilities, maximize deductions, and ensure compliance with evolving IRS regulations. Clients receive clear, actionable plans that protect assets, support longterm growth, and provide peace of mind.
Financial Planning
We develop customized financial plans that balance risk, return, and liquidity for individuals and businesses. Our plans incorporate retirement, education, and wealthbuilding goals to align with clients longterm aspirations. Clients benefit from proactive monitoring, annual reviews, and realtime adjustments to stay on target.
Estate Planning
We provide comprehensive estate planning that includes wills, trusts, and succession strategies. Our solutions protect assets, minimize taxes, and ensure smooth transfer of wealth to heirs. Clients gain peace of mind knowing their legacy and beneficiaries are fully safeguarded today.
Payroll Management
We manage payroll processing for businesses of all sizes, ensuring accuracy and compliance. Our systems integrate with tax filing, reducing errors and streamlining reporting to state and federal agencies. Clients enjoy peace of mind, saving time and avoiding costly penalties.
Accounting Consulting
We offer accounting and management consulting that delivers precise financial statements and actionable insights. Our experts analyze cash flow, profitability, and operational metrics to optimize business performance. Clients gain clarity, make informed decisions, and achieve sustainable growth for their enterprise.
Reviews (4)
Derek D.
Mar 09, 2021 Report
Tariq has been doing our taxes and been our financial advisor for over 15 years. I would never consider using anyone else. He is professional, diligent, and his technical expertise and tax knowledge are unrivaled. He is also a very kind and personable human being and it is an honor to have known him all these years. I have also recommended Shafi & Company to multiple friends over this period- an endorsement that I do not take lightly. Those friends that have enlisted his services have all been as gratified as we have been.
Emil O.
Mar 04, 2021 Report
We have been using Shafi & Company for many years, we have always had great customer services. Very knowledgeable, always on time, fast work. Thank you!
Jessica W.
Aug 28, 2019 Report
What business owner says this to a prospective client? I explained my situation which is relatively simple. Told me to do my taxes myself. Which I actually do prior to bringing them to the professional.
Donald Walker
May 05, 2019 Report
My Shaffi emailed our personal information (SS numbers, birth dates, bank acct. numbers) over the internet because he was upset we had gone to another tax person. He was very unprofessional then and now. We are still missing documents from prior years he did our work, and his reply to me last week was " I have hundreds of clients, I am too busy to answer any questions, call me in a couple of months". He was very nice until I started asking questions.