Shelby Netz is a principal with Baker Tilly’s not-for-profit practice. She specializes in providing tax compliance and consulting services to not-for-profit and for-profit organizations. Areas of specialization include organizations with complex structures, unrelated business income and large investment portfolios.

Shelby Netz is a principal with Baker Tilly’s not-for-profit practice.

Bachelor of Business Administration in accounting

Manages tax compliance engagements for not-for-profit and for-profit clients and has considerable experience with healthcare organizations, health plans, educational institutions, business associations, private clubs and other public charities

Evaluates and consults on federal, state and international tax reporting requirements resulting from alternative investments

Prepares technical memoranda to support tax positions

Manages IRS and state tax notices responses

Provides tax provision services and assists with disclosures and footnotes under ASC 740 and FIN 48 

Presents annually at internal and external tax trainings and webinars

American Institute of Certified Public Accountants (AICPA)

Wisconsin Institute of Certified Public Accountants (WICPA)

Healthcare Financial Management Association (HFMA) – Wisconsin Chapter, Programs committee, March 2021 – present

Baker Tilly’s supporting opportunity, advancement and recognition for all (SOAR) Committee, region chair, December 2018 - present

Milwaukee Diaper Mission, board treasurer, December 2021 - present

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