Overview
Shelley is a certified public accountant (CPA) in the Vorys Columbus office with over 25 years of experience in the field. She is the firm's tax manager and oversees estate and trust administration, assisting the Fiduciary to accomplish their various duties. She prepares individual and fiduciary income tax returns, gift tax returns, non-profit tax returns, and federal estate tax returns, and provides tax planning for each. Shelley’s responsibilities also include the preparation and filing of related probate court pleadings.