Gauri Shah

Gauri H. Shah is a Tax Manager in the firm's Private Client Services Group, providing tax advisory and compliance services to high-net-worth individuals and family-owned businesses. With nearly 15 years of experience, she is primarily serves clients in the real estate, professional services, and family business sectors.

Gauri plays a key role in helping clients manage tax filings, quarterly estimates, and long-term planning opportunities. Her approach blends deep technical knowledge with proactive communication, ensuring clients feel supported throughout the year. She also represents clients in interactions with federal and state tax authorities, resolving complex issues with confidence.

In addition to client service, Gauri oversees team operations—mentoring staff, managing resources, and ensuring timely delivery of projects. Her leadership extends to training initiatives and internal presentations, where she shares insights with colleagues and contributes to the group’s continued development. 

Before joining the firm, Gauri was a Manager at a Big 4 accounting firm.