Shelley has over 20 years of public accounting experience. Her expertise includes tax planning and compliance for executives and high net worth individuals and their families, including start-up entities and related closely held businesses. She works with a diverse range of clients consisting of a high concentration of investments including real estate holding and development organizations, venture capital and investment enterprises.
Shelley built the firm’s Partnership Tax Team with the objective of advancing the firm’s technical development in partnership and real estate taxation.
- M.S.T. San Jose State University
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)