Manager II, Tax Department
Education, Certifications & Affiliations
- University of New Orleans, Bachelor of Science in Accounting – December 2010
- Certified Public Accountant, Licensed in the State of Louisiana
- Continuing Professional Education of 40 to 60 hours per year
- Member: American Institute of Certified Public Accountants
- Member: Society of Louisiana Certified Public Accountants
Significant Career Experience
Shelly has over a decade of experience in public accounting, concentrated in tax compliance. She works with clients in a variety of industries including real estate, professional services, hospitality, retail, tech, and maritime services.
Before joining the firm, Shelly worked for BDO USA, the top 10 national accounting firm of which Wegmann Dazet is an independent alliance member. She applies her knowledge gained in that environment to serve businesses and their owners in the Gulf Coast region. Shelly enjoys helping clients maximize tax saving opportunities while promoting their growth potential.
Shelly’s responsibilities in Wegmann Dazet’s tax department include:
- Tax preparation and review of Partnerships, Corporations, S-Corporations and Individuals
- Year-end tax planning
- Tax credit optimization
- Resolution of federal and state tax notices
- Multi-state tax preparation and compliance
- Research of federal and state tax issues
- Assisting new staff with return preparation
