Located in Baker Tilly’s Los Angeles office, Shelly offers our clients decades of tax and accounting experience. Throughout her career she has delivered comprehensive business solutions and strategies tailored to the unique needs of each client.
- Areas of concentration in include all aspects of income tax planning and compliance for individuals, partnerships, corporations, trusts, estates, and various non-profit organizations
- Assists clients with researching and structuring real estate transactions such as tax deferred exchanges and U.S. tax withholdings for foreign partners
- Develops tax planning solutions for high-net-worth individuals
- Provides tax and accounting services to small and medium-sized businesses in the following industries:
-Real estate (construction/development and operating)
-Manufacturing
-Distribution
-Health
-Retail
-Food service
-Entertainment
-Professional services
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Graduate Certificate Courses in international taxation and estate planning at Golden Gate University
Location
Los Angeles, CA
Education
Master of Science in taxation
Golden Gate University (San Francisco, California)
Bachelor of Science in accounting
California State University, Northridge