Sagar Shah is a CPA and MBA with a strong background in accounting and consulting. He began his career at KPMG before launching his own practice at the age of 26. Sagar holds both an MBA and an undergraduate degree from Rutgers University.

Sagar has expanded the client base from 250 to over 2,000 in the last decade. He founded a Real Estate Investment Trust (REIT) for residential and commercial properties and serves on the board of advisors for Mid Penn Bank. As an active investor in various small businesses, Sagar’s expertise spans real estate, independent contractors, hospitality, and technology startups. He specializes in advanced tax planning for high-net-worth individuals and complex business and estate consulting.