Sophia Shah

Partner, Tax at Crowe LLP

Speaker

Sophia is a Partner in Crowe LLP's Federal Tax Consulting Services practice, where she helps organizations align their innovation strategies with long-term tax planning. In her role, she specializes in Research & Development (R&D) tax credit claims and Section 174 R&D Capitalization analyses, helping companies of various sizes (start-ups to Fortune 500) optimize their tax positions and manage risk. Sophia's expertise includes documenting R&D activities, leveraging data analytics, and creating specialized work plans tailored to the unique needs of clients, particularly within the life sciences and software industries. She also has extensive experience defending R&D claims at the federal and state levels, delivering measurable ROI and sustained tax positions.

Sophia has contributed to the broader R&D field through various speaking engagements and publications. She has served as a speaker at the Morgan Lewis R&D Symposium and has been quoted in various articles on R&D topics in publications such as Tax Notes and Accounting Today. Additionally, Sophia has authored several articles, including pieces for Bloomberg Tax, the Tax Adviser, and Industry Today, addressing complex R&D tax rules and policies. Through articles and speaking engagements, Sophia not only explains regulatory developments but also provides strategic insights for CFOs navigating the shifting tax landscape, especially in capital-intensive and innovation-driven sectors.

Before joining Crowe, Sophia provided corporate and partnership tax compliance, income tax provisions, accounting methods, and business tax advisory services at EY. With over 12 years of experience delivering tax services to clients, she has become a subject matter expert in the field of tax consulting for R&D. Sophia earned her Master of Science in Taxation from the University of North Texas and is a CPA in both Texas and New York.