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.

Shelly is an established tax professional with more than 35 years of public accounting experience.

Master of Science in taxation 
Golden Gate University (San Francisco, California) 

Bachelor of Science in accounting 
California State University, Northridge 

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 

Individual Income Tax Planning & Compliance

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